Job Posting Title Senior Account Manager- Employee Benefits (Remote)
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, performing compliance audits and notices to clients, 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)
- Level-Funded and Self-Funded Plans
- Bilingual Required (Spanish/ English)
Responsibilities
- 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.
Benefits
- Competitive salaries and bonus potential
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
