Insurance Office of America · 6 hours ago
Account Manager- Employee Benefits (Hybrid- 1 day in office)
Insurance Office of America is seeking an Account Manager for Employee Benefits to oversee account management activities. The role involves client service, team leadership, and managing daily tasks to ensure client satisfaction and business growth.
Insurance
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
Qualification
Required
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
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
Funding
Current Stage
Late StageTotal Funding
unknown2025-10-07Private Equity
Recent News
2026-01-22
FinTech Global
2025-10-07
Company data provided by crunchbase