Account Manager – Employee Benefits

Insurance Office of America

. Provide employee benefits account management activities under Producer direction .

Posted 10/2/2026full-timeUnited StatesMid-LevelSenior💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in employee benefits account management, client service, and team leadership while ensuring compliance with industry standards and company policies. Proven ability to manage a book of business, identify sales opportunities, and implement value-added solutions for clients.

Highest-signal resume keywords

Employee Benefits Account ManagementClient Service ExcellenceTeam LeadershipActive LicensingMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementData VerificationClient File CreationCompliance AuditsRate AcquisitionTraining CoordinationSales Opportunity IdentificationPerformance Requirement ManagementTask DelegationExecution Monitoring

Soft Skills

Exceptional Customer ServiceStrong Communication SkillsOrganizational SkillsDecision-Making SkillsFeedback Implementation

Tools & Technologies

MS OfficeOutlookWordExcel

Certifications & Qualifications

Active Licensing

Industry Keywords

Employee BenefitsClient RelationshipsCompliance StandardsContinuous ImprovementCore Values

About the role

Key responsibilities & impact

Provide employee benefits account management activities under Producer direction
Support other IOA account teams during their first 3–6 months with account management and service
Manage an assigned book of business and ensure performance requirements are met
Deliver client service, anticipate needs, maintain professional communication, and respond to requests
Lead account teams and direct Account Coordinator daily activities, task assignments, expectations, execution monitoring, and corrective actions
Identify and act on sales opportunities to grow IOA business
Manage new business setup, including data gathering, client file creation, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings
Manage renewals through data verification, file updates, client and carrier liaison, rate acquisition, audits, training coordination, and 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 client solutions
Support team training, development, continuous improvement, and a positive work environment
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

Requirements

What you’ll need

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)
Ability to work remotely in Eastern and Central Time Zones only
Individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity when necessary
Dedicated, distraction-free workspace
Must complete a 30-minute phone screen, online assessments, and interviews