Benefits Account Manager

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.