Benefits Account Manager – Houston
We’re looking for a dedicated Benefits Account Manager to join our team and help us provide top-tier service and support to our valued clients.
Key Responsibilities:
- Assist in servicing employee benefits accounts, including health, dental, vision, life, disability and worksite insurance plans
- Manage day-to-day client communication, responding promptly to inquiries and providing solutions to benefit-related questions.
- Support the renewal process by preparing proposals, conducting market analyses, and coordinating with insurance carriers.
- Assist with open enrollment activities, including material preparation, employee communications, and enrollment meetings.
- Maintain accurate and organized client records in our agency management system.
- Ensure compliance with all regulatory requirements and deadlines related to employee benefits.
- Collaborate with internal teams to address client needs and enhance the overall client experience.
Knowledge, Skills and Abilities:
- MINIMUM 2 years of employee benefits experience, with a current Life & Health license in Texas. Candidates relocating to Texas with license from another US state will be considered.
- Assertive self-starter with strong presentation skills through both verbal and written communications.
- Proficiency in using computers, agency management systems and various software programs including Microsoft Office, Word and Excel.
Other Requirements:
- High school or equivalent diploma
- Applied Epic experience is a plus!