OCIA Account Manager - Employee Benefits jobs in United States
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Ohio Chamber Insurance Agency · 19 hours ago

OCIA Account Manager - Employee Benefits

Ohio Chamber Insurance Agency (OCIA) is hiring an experienced employee benefits Account Manager to service and retain an assigned book of business. The role involves managing service delivery, resolving client needs, leading renewal workflows, and supporting open enrollment execution.

Insurance
Hiring Manager
Courtney Whetstone
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Responsibilities

Service and retain assigned accounts; document activity and follow-through
Maintain strong carrier/vendor relationships; negotiate renewals with the writing agent/sales team where applicable
Produce management reporting as required
Participate in new business processes and RFP support (data gathering, spreadsheeting, carrier coordination)
Comfortably pursue cross-sell opportunities and/or generate new revenue through relationships (with additional compensation opportunity)

Qualification

Ohio insurance licenseEmployee benefits experienceRenewalsPlan comparisonsMicrosoft Office proficiencyRFP processes experienceListening skillsClient-facing presenceWritten communication

Required

Active Ohio insurance license with Life, Accident & Health lines of authority
2+ years of employee benefits account management experience (brokerage/agency preferred) OR equivalent directly applicable benefits servicing experience
Demonstrated experience with renewals, plan comparisons, and client-facing communication
Proficiency in Microsoft Office (especially Excel) and ability to work in broker management systems
Ability to travel within Ohio as needed; valid Ohio driver's license

Preferred

Strong experience with RFP processes and case underwriting support
Track record of identifying coverage gaps and supporting consultative cross-sell conversations (benefits and/or additional lines)

Benefits

Medical: PPO and HSA options; pre-tax FSA/HSA options.
Employer Sponsored Dental/Vision
Life & Disability: Employer-provided life/AD&D plus LTD/STD; voluntary options available.
Retirement: 401(k) eligibility after three months with employer match
Money Purchase Pension Plan employer contribution program (eligibility/vesting rules apply).
Student loan reimbursement program
Time off: 3 weeks’ vacation, sick leave, paid holidays.
Wellness & perks: Gym contribution, Wellness stipend, Peloton access/membership, phone stipend, free on-site parking.

Company

Ohio Chamber Insurance Agency

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The Ohio Chamber Insurance Agency (OCIA) is a full-service employee benefits brokerage proudly owned by the Ohio Chamber of Commerce.

Funding

Current Stage
Early Stage
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