Benefits Account Lead — Hybrid, Client-Focused

Symphony Risk Solutions; Richardson (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Symphony Risk Solutions LLC is seeking an Associate to support Mid-Market Group clients within Symphony Consulting, focusing on exceptional service and renewals. You will own the client relationship as the main contact for daily needs and coordinate plan changes and enrollments.

The role emphasizes organization, proactivity, and collaboration, with the opportunity for a hybrid work arrangement after training. A Life & Health license and experience in employee benefits are preferred.

Qualifications

• Active resident Life & Health Insurance license.
• Bachelor's degree preferred (relevant industry experience may be considered).
• Minimum of 5 years of employee benefits, insurance brokerage, or related experience.
• Experience managing employer-sponsored health and welfare benefit plans.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication with a client-first mindset.

Responsibilities

• Serve as primary point of accountability for an assigned portfolio of small group clients.
• Own the overall client relationship and day-to-day service needs.
• Lead the annual renewal process, gathering data and negotiating with carriers.
• Manage ongoing client service activities and timely issue resolution.
• Coordinate plan changes, renewals, implementations, enrollments, and billing changes.
• Prepare and deliver renewal presentations and implementation documents.
• Maintain accurate client records to ensure data integrity and compliance.
• Collaborate with internal colleagues to deliver high-quality service.

Skills

Client-focused

Excellent communication

Organizational skills

Proficiency with Microsoft Office

Education

Bachelor's degree

Tools

Microsoft Office

BenefitPoint or similar

Job description

Symphony Risk Solutions LLC is seeking an Associate to support Mid-Market Group clients within Symphony Consulting, focusing on exceptional service and renewals. You will own the client relationship as the main contact for daily needs and coordinate plan changes and enrollments.

The role emphasizes organization, proactivity, and collaboration, with the opportunity for a hybrid work arrangement after training. A Life & Health license and experience in employee benefits are preferred.