Senior Account Manager- Hybrid/ Remote - Employee Benefits

Job Summary

Responsible for IOA Benefits Account Management activities while under Producer direction, including 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 set-up; data management / entry;
• Producer communication; team and individual professional development; performing compliance audits and notices to clients;

identification of sales opportunities; IOA core values.

What You’ll Do :

• Live and championIOA core values always, demonstrating the highest levels of personal character, integrity, and servant leadership.
• Under the direction of a Producer, manage an assigned book of business, meeting all performance requirements regarding production, quality, and service, and ensuring that no liability associated with errors and omissions occur.
• Deliver outstanding client service at all times, including proactively anticipating client needs, maintaining frequent and professional client communication, and responding quickly to any service requests.
• Provide leadership within the account team, demonstrating a strong work ethic, positive attitude, and willingness to assist others at all times.
• Direct day-to-day activities and workflow of Account Coordinator(s), including making work assignments, delegating tasks, communicating performance expectations, monitoring execution to ensure performance requirements are met, and recommending corrective actions when needed.
• Actively seek to grow IOA business, including identifying and acting on sales opportunities.
• Manage new business setup process, including :
• Gather all relevant client data.
• Create a client file in the agency management system.
• Serve as communication liaison with both client and carrier.
• Prepare and distribute Agent of Record (AOR) notifications.
• Obtain current carrier rates, benefits information, and claims experience reporting.
• Set up any applicable internal services, including Zywave and EAF.
• Perform client compliance audits.
• Coordinate and execute client education campaigns, including training on software / technology and carrier interface portals.
• Coordinate and conduct client-employee meetings as needed.
• Consult with the client to ensure benefit plan year summary and annual enrollment administrative tasks are completed prior to the effective plan date.
• Manage exiting business renewal process, including : Verify relevant client data.Update client-filed information in the agency management system.

Serve as communication liaison with both client and carrier.Obtaincurrent carrier rates, benefits information, and claims experience reporting.

Verify ongoing usage of applicable internal services, including Zywave and EAF, and make updates as needed.Perform client compliance audits.

Coordinate and execute client training / education.Coordinate and conduct client-employee meetings as needed.Consult with client to ensure benefit plan year summary and annual enrollment administrative tasks are completed prior to the effective plan date.

• Continually assesses, builds, and improves client relationships, including seeking ongoing feedback via client meetings and phone calls.
• Serve as the intermediary between clients and carriers, advocating for both to ensure mutually beneficial outcomes.
• Continually seekout, recognize, and implement value-added solutions for clients.
• Build and track client calendar, ensuring all scheduled administrative and support activities are completed within required timeframes.
• Assist with client plan performance data compilation, analysis, and reporting.
• Work effectively with Benefits department teammates to ensure client needs are met.
• Maintain agency automation system to ensure accuracy and currency of data.
• Maintain frequent, transparent communication with Producer(s) regarding individual and team client service and administration activities, ensuring he / she is fully informed.
• Develop and maintain positive carrier relationships.
• Quickly and responsibly alerts department management to any individual or team performance / professionalism issues, collaborates as needed regarding any corrective actions to be taken, and supports and participates in implementation when requested.
• Act as back-up for teammates as needed, covering for others in their absence and ensuring overallteam service excellence.
• Constantly looks for, recommends, and implements process improvements and best practices to improve individual, team, and organization effectiveness.
• Serve as Account Management subject matter expert for team, answering questions, providing support, and developing solutions to client problems.
• Monitor Individual performance to ensure productivity, efficiency, quality, and service standards are met, taking corrective actions when required.
• Assist with initial / new hire and ongoing training support within the team.
• Encourage and participates in the ongoing growth and professional development of all operations personnel within the team.
• Actively promotes IOA culture and a positive work environment at all times, including participation in team building and other activities.
• Maintain frequent and transparent communication regarding individual performance and activities with supervisor, and seeks, accepts, and implements performance coaching.
• Work effectively with Producers, seeking input and developing win-win solutions to any operations-related process, service, quality, or productivity issues.
• Comply with all company work rules, standards, policies and procedures at all times.
• Maintain a high degree of technical competence and industry / market expertise.
• Ensure professional skills are continuously improved by actively participating in internal / external development opportunities.
• Develop and maintain positive, productive relationships with IOA leadership, peers, co-workers, teammates, and employees.
• Perform other duties as assigned.

What We’re Looking For :

Bachelor’s degree in business administration with accounting or finance major and a minimum of three (3) to five (5) years of public or private accounting experience with emphasis on full-cycle accounting processes preferred.

In lieu of degree, a minimum of eight (8) to ten (10) years equivalent experience is required.

CPA preferred, although not required.

Microsoft Dynamics (Great Plains) experience preferred.

Proficiency in Microsoft Excel and other Microsoft suite of products.

Ability to work independently in a constantly evolving environment

Strong analytical, problem solving and decision-making skills

Excellent multi-tasking, organizational and prioritization kills

Outstanding verbal / written communication skills

Ability to perform large work volumes with high degrees of accuracy and attention to detail

Exceptional personal character

What We Offer :

• Competitive salaries and bonus earning potential
• Great benefits, including company paid health insurance
• Paid time off for holidays, vacations, and sick time
• 401K with an employer match
• Participation in our employee stock plan
• Opportunities for professional growth and career progression
• A culture that emphasizes respect for every individual
• Company commitment to work / family life balance and community service
• Teammates who share your drive for excellence
• Knowing every day you are helping our clients protect their families and businesses

Still wondering if IOA is the right fit for you?

• If you want to feel the significance of knowing your efforts have been both recognized, appreciated and rewarded, then IOA is right for you.
• If you want to feel valued and have a real influence towards the continued success of your organization, then IOA is right for you.
• If you want to feel the peace of knowing that you’ve made the best decision of your professional life, then IOA is right for you.
3 days ago