Senior Account Manager – Employee Benefits

Insurance Office of America

Senior Account Manager handling employee benefits management for IOA clients. Leading account team and ensuring compliance while driving business growth through exceptional client relationships.

Posted 5/6/2026full-timeSan Diego • California • 🇺🇸 United StatesSenior💰 $95,000 - $103,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for IOA Benefits Account Management activities under Producer direction
Manage book of business, meeting performance requirements and ensuring no liability
Deliver outstanding service, anticipate needs, and respond quickly
Lead the account team with a strong work ethic and positive attitude
Direct daily activities of Account Coordinators, assign tasks, and monitor execution
Identify and act on sales opportunities to grow IOA business
Manage new business setup, including data gathering and client file creation
Manage renewals, verify client data, liaise with clients and carriers, and conduct meetings
Build and improve client relationships, seek feedback, and implement improvements
Advocate for clients and carriers for beneficial outcomes
Identify and implement value-added solutions for clients
Compile, analyze, and report client plan performance data, maintain data accuracy
Develop and maintain positive carrier relationships
Support team training, promote a positive work environment, and seek improvement
Maintain transparent communication with Producers and team members
Ensure adherence to company policies and industry standards
Demonstrate integrity and leadership, championing IOA core values

Requirements

What you’ll need

5 + years of industry experience
Required active licensing
Exceptional customer service and communication skills
Strong organizational, delegation, and decision-making skills
High accuracy in handling large work volumes
Proficiency in MS Office (Outlook, Word, Excel)
High School Diploma (or equivalent)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisclient file creationperformance reportingbusiness setup managementrenewal management

Soft Skills

customer servicecommunicationorganizational skillsdelegationdecision-makingleadershipwork ethicpositive attitude

Certifications

active licensing