5h ago

Account Manager - Employee Benefits

Dallas, TX
full-timeseniorInsurance

Tech Stack

Description

As an Account Manager on the Employee Benefits team, you will support clients by managing relationships, resolving issues, and providing guidance on compliance and benefits. You'll lead client meetings, oversee vendor implementations, and educate clients on technology and plan features.

Requirements

  • Bachelor's degree or equivalent job experience
  • 5+ years of relevant experience
  • State life and health insurance license (or ability to obtain)
  • Proficiency in MS Office (PowerPoint, Outlook, Word, Excel)
  • Strong communication, problem-solving, and organizational skills

Responsibilities

  • Maintain and foster client relationships through regular professional contact
  • Research and resolve client issues and requests in a timely manner
  • Provide compliance guidance and technical consulting on employee benefit programs
  • Lead or participate in client and prospect meetings, prepare materials
  • Oversee new vendor/carrier implementations and manage renewal and enrollment processes
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