Senior Account Manager- Employee Benefits (Remote)
May be filledTo view our branch locations, please visit: ioausa.com/locationsAbout the Role:Responsible for IOA Benefits Account Management activities under Producer direction. Responsibilities include client service and…
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To view our branch locations, please visit: ioausa.com/locationsAbout 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 ResponsibilitiesClient 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 soluti...