Our client is a fast-growing, small family-owned agency in Houston, TX seeking an Employee Benefits Account Manager to join their team! In this role, you will be the key liaison between clients, insurance carriers, producers, and vendors, ensuring smooth policy administration, renewals, and claim resolutions. Your role would be to manage a book of fully insured (and sometimes self-insured) accounts, supporting marketing efforts and maintaining strong client relationships—often with HR teams—to address benefit needs.
This position will start full-time in the office during training and will switch to a hybrid model afterward.
Essential Functions
- Act as the main contact for clients, agency personnel, other vendors, and producers on service-related issues
- Responsible for marketing new and renewal accounts at the direction of the producer
- Collaborate with producers on proposals, presentations, and renewals
- Maintain positive carrier relationships for timely and accurate policy processes
- Review and confirm rates, eligibility, and premiums for new/renewing coverage
- Coordinate enrollment changes, additions, and terminations via carrier portals
- Prepare and distribute employee communications regarding benefits, changes, and procedures
- Resolve billing and eligibility issues and support claim resolution
- Conduct plan design analyses, competitive benchmarking, and compliance reviews (ERISA, COBRA, FMLA, etc.)
- Keep accurate records (proposals, applications, and other documentation)
- Participate in ongoing training to maintain licenses and expand market knowledge
Knowledge, Skills, & Abilities
- Excellent communication (verbal/written) and interpersonal skills
- Strong organizational, prioritization, and multitasking capabilities in a fast-paced environment
- Self-directed, proactive, and solution-focused
- Ability to handle confidential information with discretion
- Proficiency with PC applications and agency management systems
- Willingness to learn insurance markets, underwriting basics, and related financial services
- Open to asking questions and seeking clarity when needed
