Director of National Strategic Client Services – Employee Benefits

Insurance Office of America

Director of National Strategic Client Services managing complex Employee Benefits accounts. Leading strategic initiatives, consulting, and operational strategies in a remote role with occasional travel.

Posted 7/31/2026full-timePalm Bay • Florida, Maryland • 🇺🇸 United StatesLead💰 $195,000 - $215,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in developing and executing multi-year benefits strategies, including self-funded and partially self-funded plans, while providing strategic leadership and consultative solutions to enhance client outcomes. Proven ability to lead complex renewals, vendor evaluations, and deliver data-driven analysis for informed decision-making.

Highest-signal resume keywords

Employee Benefits ExpertiseConsultative Sales ExperienceFinancial Modeling SkillsLeadership and Team DevelopmentRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Self-Funded Plan StrategiesFinancial ModelingData-Driven AnalysisVendor ManagementRFP ManagementBenchmarkingStop-Loss StrategiesPlan DesignRenewal PlanningCompliance Considerations

Soft Skills

Leadership SkillsRelationship ManagementTeam DevelopmentOrganizational SkillsCommunication Skills

Tools & Technologies

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Certifications & Qualifications

Active Licensing

Industry Keywords

Employee BenefitsInsurance IndustryClient AdvisoryStrategic ProposalsAccount Management

About the role

Key responsibilities & impact

Responsible for leading IOA’s national strategic client service initiatives for complex and high-value Employee Benefits accounts
Serve as the strategic leader across designated national accounts, partnering closely with Producers, Account Executives, Account Managers, and operational leadership to deliver consultative, data-driven solutions that improve client outcomes, support retention, and drive organic growth
Provide strategic guidance, operational leadership, and subject matter expertise while helping to enhance IOA’s national client advisory model and service capabilities
Develop and execute multi-year benefits strategies, including plan design, funding optimization, vendor management, and renewal planning
Provide advanced consulting on self-funded and partially self-funded plans, stop-loss strategies, pharmacy programs, benchmarking, financial modeling, and compliance considerations
Lead complex renewals, RFPs, vendor evaluations, and negotiations to achieve optimal financial and service outcomes
Deliver data-driven analysis, strategic recommendations, and executive-level presentations that support informed decision-making and improved program performance
Partner with Producers on new business pursuits, finalist presentations, strategic proposals, and account expansion opportunities
Collaborate with operational and practice leadership to refine service models, improve delivery standards, and support scalable growth
Direct and support Account Executives, Account Managers, and service teams, ensuring accountability, role clarity, and consistent execution standards
Review account performance, retention, growth opportunities, and client outcomes with leadership to support strategic planning and continuous improvement
Identify and implement best practices, standardization opportunities, reporting enhancements, and service delivery improvements across national accounts
Mentor, coach, and support professional development of Account Executives, Account Managers, and service team members
Partner with Producers, consultants, operational teams, carrier partners, and senior leadership to align resources and ensure exceptional client experiences
Ensure accuracy, documentation standards, regulatory compliance, and risk management practices across assigned accounts
Develop and maintain positive, productive two-way relationships with IOA leadership, peers, co-workers, and employees
Ensure adherence to company policies and industry standards

Requirements

What you’ll need

8+ years of Employee Benefits or insurance industry experience
All required active licensing
Strong expertise with self-funded, partially self-funded, and complex national account strategies
Proven consultative sales, client advisory, and executive presentation experience
Exceptional leadership, relationship management, and team development skills
Strong analytical, financial modeling, and strategic problem-solving capabilities
Excellent organizational, delegation, and decision-making skills
Outstanding verbal and written communication skills
Ability to manage complex client relationships and high-volume work with accuracy
Proficiency in Microsoft Office applications (Outlook, Word, Excel, PowerPoint)
Exceptional personal character, professionalism, and integrity
High School Diploma (or equivalent); Bachelor’s degree preferred