[Remote] Account Manager- Employee Benefits

Note: The job is a remote job and is open to candidates in USA. Insurance Office of America is hiring an Account Manager to support employee benefits account management under Producer direction. The role manages client service and renewals, leads account coordinators, supports new business setup, and identifies opportunities to grow the business.

Responsibilities

• Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs
• Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests
• Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others
• Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions
• Business Growth: Identify and act on sales opportunities to grow IOA business
• New Business Setup: 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
• Renewal Process: 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
• Client Relationships: Build and improve client relationships, seek feedback, and implement improvements
• Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes
• Value-Added Solutions: Identify and implement value-added solutions for clients
• Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement
• Communication: Maintain transparent communication with Producers and team members
• Compliance: Ensure adherence to company policies and industry standards
• Champion IOA core values and demonstrate integrity and leadership

Skills

• 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)

Benefits

• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment
• Remote work, with individuals residing within a 50-mile radius of a branch location potentially required to work onsite in a hybrid capacity when on-site presence is necessary to meet specific business needs; dedicated, distraction-free workspace required

Company Overview