Personal Lines Insurance Account Manager

About the role

Employee Benefits Coordinator Description Join Our Growing Employee Benefits Team We help employers design and manage competitive employee benefits programs while providing exceptional client service every step of the way. We're looking for a motivated and detail-oriented Employee Benefits Coordinator to join our Houston office and support our Employee Benefits team. This is a great opportunity for someone who enjoys organization, problem-solving, working with data, and building relationships with insurance carriers and clients. Whether you're an experienced benefits professional or looking to further develop your career in employee benefits, we'll provide the support and exposure needed to help you grow. What You'll Do As a Employee Benefits Coordinator, you'll work closely with our Account Managers to support employer benefit programs and help ensure clients receive timely, accurate, and exceptional service.

Responsibilities

• Assisting Account Managers with client service and renewal activities
• Gathering and organizing employee census information for carrier submissions
• Coordinating Requests for Proposal (RFPs) and carrier quoting processes
• Working directly with insurance carriers to market employee benefit plans
• Reviewing and tracking carrier quotes and responses
• Creating benefit comparison spreadsheets and proposal materials
• Maintaining client records and documentation
• Supporting new client onboarding and implementation activities
• Assisting with presentations, reports, and client communications
• Helping ensure projects are completed accurately and on schedule

Requirements

We're seeking someone who is organized, curious, dependable, and enjoys being part of a collaborative team.

Qualifications

• 2-5 years of experience in employee benefits, insurance, client services, account support, or a related field
• Strong Microsoft Office skills, particularly Excel, Outlook, Word, and PowerPoint
• Excellent attention to detail and organizational skills
• Strong written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Experience with Applied Epic or a similar agency management system is a plus
• Active Life & Health Insurance License is preferred, but not required
• Willingness and ability to obtain a Life & Health License in the future
• College degree preferred

Benefits

We believe our people are our greatest asset. We foster a supportive, team-oriented environment where employees have the opportunity to learn, grow, and make a meaningful impact.

• Competitive compensation
• Comprehensive benefits package
• Paid time off and holidays
• Ongoing professional development opportunities
• Career growth within a growing organization
• A collaborative and supportive workplace culture