Benefits Account Manager (Large Group)

About the role

Working within a service team of Account Managers, Account Executives, Account Coordinators, Marketing Analysts, and others, along with consultants/sales producers, the Benefits Account Manager plays a key role in delivering a client experience that achieves the quality and service standards developed by the agency.

Responsibilities

• Serve Benefits clients (large groups of 100+) including both client companies and their employees.
• Lead pre-renewal, renewal, and enrollment processes.
• Serve as a resource to clients on daily service needs, current market conditions, and regulatory changes.
• Timely and accurately document in agency management systems.

Qualifications

• At least 3 years of employee benefits experience, to include group medical, dental, vision, life, disability, and ancillary products.
• Experience with self-funded plans a plus.
• Well versed in customer service.
• Excellent verbal and written communications skills.
• Proficient in computer software applications such as Excel, Word, Outlook, Teams, and Adobe.
• Experience with BenefitPoint ImageRight helpful.
• Bilingual in English and Spanish helpful.

Required Experience

• 2-5 years of relevant experience.

Required Travel

• Negligible.

Required Education

• High school or equivalent.

Department

• Account Management & Service.

Required License

• Texas General Lines Life & Health insurance license, to be obtained within sixty days of employment and maintained throughout employment.

Company Information

• E-Verify Program.
• Equal Opportunity Employer.