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Account Manager- Employee Benefits

June 1, 2026

Job Description Title: Account Manager – Employee Benefits Work Mode: Remote/ Eastern and Central Times Zones Only | Location/Supporting: Longwood, FL | Experience: Level-Funded and Self-Funded Plans Supporting: Shared Services - provides service support to other IOA account teams during their first 3-6 months with account management and service. Please 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 <ul><li>Client Management: Manage an assigned book of business, ensuring performance requirements are met and no liability occurs. </li><li>Client Service: Deliver outstanding service, anticipate client needs, maintain professional communication, and respond quickly to requests. </li><li>Team Leadership: Lead the account team with a strong work ethic, positive attitude, and willingness to assist others. </li><li>Daily Activities: Direct daily activities of Account Coordinator(s), assign tasks, communicate expectations, monitor execution, and recommend corrective actions. </li><li>Business Growth: Identify and act on sales opportunities to grow IOA business. </li><li>New Business Setup: Manage new business setup, including data gathering, client file creation, communication, AOR notifications, carrier rates, internal services setup, compliance audits, client education, and employee meetings. </li><li>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. </li><li>Client Relationships: Build and improve client relationships, seek feedback, and implement improvements. </li><li>Intermediary Role: Advocate for clients and carriers to ensure mutually beneficial outcomes. </li><li>Value-Added Solutions: Identify and implement value-added solutions for clients. </li><li>Professional Development: Support team training and development, promote a positive work environment, and seek continuous improvement. </li><li>Communication: Maintain transparent communication with Producers and team members. </li><li>Compliance: Ensure adherence to company policies and industry standards. </li><li>Champion IOA core values and demonstrate integrity and leadership. </li></ul>Ideal Candidate Qualifications <ul><li>5+ years of industry experience </li><li>Required active licensing </li><li>Exceptional customer service and communication skills </li><li>Strong organizational, delegation, and decision-making skills </li><li>High accuracy in handling large work volumes </li><li>Proficiency in MS Office (Outlook, Word, Excel) </li><li>High School Diploma (or equivalent) </li></ul>What We Offer <ul><li>Competitive salaries and bonus potential </li><li>Company-paid health insurance </li><li>Paid holidays, vacations, and sick time </li><li>401K with employer match </li><li>Professional growth and career progression opportunities </li><li>Respectful culture and work/family life balance </li><li>Community service commitment </li><li>Supportive teammates and a rewarding work environment </li></ul>What To Expect (Application Process) <ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s) </li></ul>Salary Range The expected pay range for this position is 70-90K annually, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...