Account Manager – Employee Benefits

🕒 May 20

🐊 Florida – Remote

🐊 Florida – Remote

💵 $70k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Insurance Office of America

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1988

Insurance

Insurance Office of America is a comprehensive insurance agency providing a wide range of insurance services to businesses and individuals. The company offers business insurance coverages such as casualty, commercial auto, construction, cyber liability, and many more. They also provide personal insurance options including vehicle insurance, property insurance, and life and disability insurance. Additionally, IOA specializes in risk management and offers various employee benefits and retirement planning services. Their mission is to focus on clients' risks so they can pursue their dreams with peace of mind. With more than 60 locations and 72,000 clients, Insurance Office of America is one of the largest privately held independent agencies in the US.

📋 Description

• Responsible for IOA Benefits Account Management activities under Producer direction. • 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 core values and demonstrate integrity and leadership.

🎯 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)

🏖️ 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