Account Manager- Employee Benefits (Hybrid 1 day In-Office)

Title:AccountManager–Employee Benefits

Work Mode:Hybrid 1 day In-Office| Location/Supporting:City, State| Experience:Level-Funded and Self-Funded PlansPlease note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace.Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.To view our branch locations, please visit: ioausa.com/locations

About the Role: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.

Key Responsibilities:

• Client Management: Manage an assigned book of business, ensuring performance requirements aremetand no liability occurs.

• Client Service: Deliver outstanding service,anticipateclient needs,maintainprofessional communication, and respond quickly to requests.

• Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness toassistothers.

• Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations,monitorexecution, and recommend corrective actions.

• Business Growth:Identifyand act on sales opportunities to grow IOAbusiness.

• New Business Setup: Manage new businesssetup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal servicessetup, 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:Identifyand implement value-added solutions for clients.

• Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement.

• Communication:Maintaintransparent communication with Producers and team members.

• Compliance: Ensure adherence to company policies and industry standards.

• Champion IOA core values anddemonstrateintegrity and leadership.

Ideal CandidateQualifications:

• 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

• Proficiencyin MS Office (Outlook, Word, Excel)

• High School Diploma (or equivalent)

What We Offer:

• 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

Whatto Expect(Application Process):

• 30-Minute Phone Screen, Online Assessments, and Interview(s)