Benefits Account Manager (Large Group)

Summary

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. The Benefits Account Manager is responsible for serving Benefits clients (large groups of 100+), including both client companies and their employees.

The Benefits Account Manager is responsible for leading pre-renewal, renewal and enrollment processes and serving as a resource to clients on daily service needs, current market conditions and regulatory changes. The position also requires timely and accurate documentation 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 plan a plus

Well versed in customer service

Excellent verbal and written communications

Proficient in computer software applications such as Excel, Word, Outlook, Teams, and Adobe. Experience with BenefitPoint ImageRight helpful

Bilingual in English and Spanish helpful

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

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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