Account Manager- Employee Benefits (Hybrid- 1 day in office)

Insurance Office of America•Sunrise Manor, NV

2d•$70 - $90•Hybrid

About The Position

Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and communication, team leadership, directing daily tasks and work activities of Account Coordinators, team and individual productivity, quality, and service levels, implementation of client benefits administrative processes, tracking, renewals, new client setup, data management/entry, Producer communication, team and individual professional development, identification of sales opportunities, and upholding IOA core values.

Requirements

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)

Responsibilities

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 IOA core values and demonstrate integrity and leadership.