Account Manager – Employee Benefits

Insurance Office of America

Account Manager handling Employee Benefits for IOA. Responsible for client management, service, and team leadership with a focus on performance and business growth.

Posted 5/20/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Responsible for IOA Benefits Account Management activities under Producer direction.
Manage an assigned book of business, ensuring performance requirements are met and no liability occurs.
Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests.
Lead the account team with a strong work ethic, positive attitude, and willingness to assist others.
Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions.
Identify and act on sales opportunities to grow IOA business.
Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings.
Manage renewals by verifying client data, updating files, liaising with clients and carriers, obtaining rates, ensuring internal services usage, performing audits, coordinating training, and conducting meetings.
Build and improve client relationships, seek feedback, and implement improvements.
Advocate for clients and carriers to ensure mutually beneficial outcomes.
Identify and implement value-added solutions for clients.
Support team training and development, promote a positive work environment, and seek continuous improvement.
Maintain transparent communication with Producers and team members.
Ensure adherence to company policies and industry standards, champion core values and demonstrate integrity and leadership.

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

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

account managementdata gatheringclient file creationcompliance auditsrenewals managementauditstraining coordinationsales opportunity identificationvalue-added solutions implementationperformance requirement management

Soft Skills

customer servicecommunicationorganizational skillsdelegationdecision-makingwork ethicpositive attitudeteam training and developmentcontinuous improvementrelationship building

Certifications

active licensing