Account Manager – Employee Benefits

About the role

The Account Manager – Employee Benefits will oversee a portfolio of client accounts, delivering high‑quality service and ensuring smooth administration of both level‑funded and self‑funded benefit plans. The role is primarily remote, serving clients in the Eastern and Central time zones, with occasional on‑site requirements.

Key responsibilities

• Manage an assigned book of business, meeting performance standards and preventing liability.
• Provide proactive client service, anticipate needs, and respond promptly to inquiries.
• Lead and mentor Account Coordinators, assigning tasks, monitoring execution, and recommending corrective actions.
• Oversee new client onboarding, including data collection, file creation, carrier rate negotiations, compliance audits, and employee education.
• Coordinate renewal processes, verify client data, obtain updated rates, conduct audits, and deliver training sessions.
• Identify sales opportunities to expand IOA’s business and propose value‑added solutions.
• Maintain and strengthen client relationships, gather feedback, and implement improvements.

Required profile

• Strong work ethic with a positive attitude and willingness to support teammates.
• Excellent communication skills, both written and verbal.
• Ability to manage multiple priorities, meet deadlines, and ensure high quality output.
• Experience with employee benefits administration, preferably with level‑funded and self‑funded plans.

Required skills