Position Title: Employee Benefits Account Manager (Confidential Client)
Location: Dallas, TX | On-site
Employment Type: Direct hire

Compensation

Salary: $71,000 - $80,000

Benefits

Full Health, Dental, Life, PTO

Position Summary

The Account Manager is an experienced employee benefits professional who delivers excellent customer service to clients and supports them throughout the sales and renewal phases. Once an account is acquired, the Account Manager either assumes complete responsibility for it or acts in a support role as needed. The Account Manager uses internal AI tools and processes to work accurately and efficiently. The main goal is to maintain an extremely positive, painless relationship between clients and their chosen benefit vendors. Supervisory responsibilities: none.

Primary Functions

Act as liaison between client and benefit providers to resolve billing, claims, eligibility, COBRA and other employee or customer service problems as they arise
Deliver excellent, responsive customer service by responding promptly and professionally to client, employee, and carrier requests and proactively anticipating client needs
Develop and maintain effective working relationships with insurance company service partner contacts (underwriters, sales and service representatives) and client contacts
Manage installation and renewal processes year after year with clients
Proficiently know the marketplace, carriers, underwriting requirements and the benefits/services they offer; participate in seminars and classes for skill and knowledge development
Quality check applications, process claims and audit enrollment applications using internal AI tools
Prepare and obtain employee enrollment materials and present employee benefits via webinars, benefit fairs, face-to-face enrollment meetings; help client employees enroll/waive benefits at open enrollment as needed
Independently manage employee benefit compliance binders, enrollment kits, enrollment forms, letters, and checklists as needed, using internal AI tools and input from the team
Prepare and ensure accuracy on audits, census data and quoting (using internal AI tools)
Make regular service/relationship calls and visits to clients; prepare reports deemed necessary by the team leader, CEO and/or client
Keep all information on accounts accurate and up to date in CRM
Provide guidance/assistance to other team members as needed and keep them aware of issues/concerns for clients experiencing significant issues

Must-Haves

Minimum of five years of related employee benefits industry experience and/or training
High School diploma or equivalent
Maintain a Life & Health insurance license
Thorough knowledge of or ability to learn employee benefits insurance; ability to read, analyze and interpret industry policies and contract documents
Excellent customer service skills, including the ability to respond promptly and professionally to inquiries or complaints from clients, employees, and carriers
Ability to write and prepare proposals for presentation and review; write professional letters to insureds, carriers, and vendors; effectively present information to insureds, carriers, and vendors
Excellent oral and written communication skills, command of the English language
Ability to follow detailed annual renewal process and keep CRM updated on recent activity/client interactions
Comfortable using AI tools and various online systems, including the carrier portals where quotes are done and client information is pulled
Ability to apply basic mathematical concepts such as percentages, adding, subtracting, multiplying and division, including in Excel and/or online systems
Proficient in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint) and Adobe; able to use multiple technology devices; able to manage logins and work in various internet-based systems and an online CRM
Ability to define problems, collect data, establish facts, and draw valid conclusions; curious and a natural problem solver
Ability to perform duties in a high-pressure, fast-paced, always changing environment with initiative, critical thinking, organization, and attention to detail; flexible on changing priorities; professional telephone skills; self-motivated and able to work independently with limited supervision and within a team
Able to use and help create new AI prompts to streamline workflows and daily processes
Prolonged periods of sitting/standing at a desk and working on a computer

Preferred Qualifications

Bachelor's degree preferred
Bilingual Spanish a plus
HR Certifications a plus

Employee Benefits Account Manager

Note For Candidate