Senior Account Manager- Employee Benefits- Hybrid/ Remote

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description:

Title: Senior Account Manager – Employee Benefits

Remote/ Hybrid: 1-2 days in office) | Location/based out of Tampa, FL | Experience: (Level-Funded and Self-Funded Plans)

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, performing compliance audits and notices to clients, identification of sales opportunities, and upholding IOA core values.

Key Responsibilities:

• Client Management: Manage book of business, meeting performance requirements and ensuring no liability.
• Client Service: Deliver outstanding service, anticipate needs, and respond quickly.
• Team Leadership: Lead the account team with a strong work ethic and positive attitude.
• Daily Activities: Direct daily activities of Account Coordinators, assign tasks, and monitor execution.
• Business Growth: Identify and act on sales opportunities to grow IOA business.
• New Business Setup: Manage new business setup, including data gathering and client file creation.
• Renewal Process: Manage renewals, verify client data, liaise with clients and carriers, and conduct meetings.
• Client Relationships: Build and improve client relationships, seek feedback, and implement improvements.
• Intermediary Role: Advocate for clients and carriers for beneficial outcomes.
• Value-Added Solutions: Identify and implement value-added solutions for clients.
• Data Management: Compile, analyze, and report client plan performance data, maintain data accuracy.
• Carrier Relationships: Develop and maintain positive carrier relationships.
• Professional Development: Support team training, promote a positive work environment, and seek improvement.
• Communication: Maintain transparent communication with Producers and team members.
• Compliance: Ensure adherence to company policies and industry standards.
• Champion IOA Values: Demonstrate integrity and leadership, championing IOA core values.

Ideal Candidate Qualifications:

• 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)

What We Offer:

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What to Expect (Application Process):

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

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

https://www.ioausa.com/