Job Description:

Employee Benefits Senior Account Manager/ Account Executive- Future Opportunities

Work Mode: Remote/ Hybrid

Location: May vary based on business need

Book Focus: Level-Funded/ Self-Funded/ Stop Loss

Opportunity Areas: Senior Account Manager/ Account Executive

FUTURE OPPORTUNITY NOTICE

This posting is part of our talent pipeline. While an immediate opening may not be available, we welcome applications from candidates interested in future opportunities with IOA.

About These Opportunities

We're always interested in connecting with experienced Employee Benefits professionals for future opportunities across our IOA Teams. Depending on your experience, interests, location, and business needs, opportunities may include Senior Account Manager and Account Executive positions.

Potential Opportunities May Include

Senior Account Manager

• 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.

Account Executive

• 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.

What We're Looking For

• Relevant experience within the applicable job family or talent area
• Strong service, collaboration, and relationship-management skills
• Knowledge of the core responsibilities, tools, and practices associated with the potential opportunities
• Strong communication, organization, and problem-solving capabilities
• Appropriate education, credentials, licensing, or certifications based on the opportunity
• Experience level and areas of expertise will help determine which opportunities may be the best fit

Additional Qualifications

Qualifications may vary based on the specific profile, level, location, area of focus, and business need. Depending on the opportunity, we may also consider:

• Depth of relevant experience and technical or functional knowledge
• Experience supporting complex work, clients, projects, or business relationships
• Leadership, client-facing, sales, technical, project, or operational responsibilities
• Experience with Microsoft Office and other systems or tools relevant to the opportunity
• Geographic availability and ability to meet the work-mode expectations of the specific opportunity

What We Offer

We offer competitive salaries and bonus potential, company-paid health insurance, paid holidays, vacation and sick time, and a 401(k) with employer match. You’ll also find opportunities for professional growth and career progression, a respectful culture that supports work-life balance, a commitment to community service, and supportive teammates who help create a rewarding work environment.

Interested in Future Opportunities?

If your experience aligns with the types of opportunities described above, we encourage you to apply and join our talent pipeline. Our Talent Acquisition team may reach out as opportunities become available that align with your background and interests, or to schedule a general introductory conversation ahead of an active opening. Organizational needs may shift, so outreach timing may vary and could be immediate.

Salary Range

Compensation will vary based on the specific opportunity, level of experience, relevant skills, and geographic location. Expected pay ranges for the opportunities included in this talent pipeline are:

• Senior Account Manager: $80,000- &125,000 annually
• Account Executive: $95,000–$150,000 annually

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