Benefits Account Manager

Carroll-Insurance-Agency; Houston (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Carroll Insurance Agency in Houston seeks an experienced Account Manager to manage an employee benefits portfolio, strengthen client relationships, and ensure high service levels throughout the year.

You will take ownership of accounts, communicate proactively, manage deadlines, and work collaboratively with producers and carriers to deliver a superior client experience.

Qualifications

• 3+ years of employee benefits account management or related brokerage experience preferred.
• Active Texas General Lines – Life & Health insurance license preferred.
• Strong knowledge of group medical, dental, vision, life, disability, and voluntary benefits.

Responsibilities

• Serve as the primary point of contact for assigned employer groups, building and maintaining strong client relationships.
• Manage the renewal process from initial preparation through implementation, including carrier negotiations, benefit comparisons, and renewal presentations.
• Coordinate Open Enrollment activities, employee communications, benefit administration platforms, and carrier implementations.
• Proactively identify client needs, address service concerns, and support account retention.
• Review benefit plans, rates, enrollment materials, and documentation accuracy.
• Work closely with Producers, carriers, vendors, and internal team members to resolve issues and deliver effective solutions.
• Provide direction and delegate responsibilities to supporting team members while maintaining overall accountability for assigned accounts.
• Assist clients with benefit administration questions and coordinate compliance-related resources as needed.
• Maintain accurate account records and follow established workflows and departmental timelines.

Skills

Account management

Client relationships

Project management

Organization

Detail‑oriented

Proactive communication

Tools

Microsoft Office

Employee Navigator

Job description

Description

Carroll Insurance Agency is seeking an experienced, detail-oriented Account Manager to join our Health & Benefits team. This position is responsible for managing an assigned portfolio of employee benefits clients, building strong relationships, and ensuring a high level of service throughout the year.

We’re looking for someone who takes ownership of their accounts, communicates proactively, manages deadlines effectively, and enjoys working collaboratively to deliver a great client experience.

Requirements

What You’ll Do

• Serve as the primary point of contact for assigned employer groups, building and maintaining strong client relationships.
• Manage the renewal process from initial preparation through implementation, including carrier negotiations, benefit comparisons, and renewal presentations.
• Coordinate Open Enrollment activities, employee communications, benefit administration platforms, and carrier implementations.
• Proactively identify client needs, address service concerns, and support account retention.
• Review benefit plans, rates, enrollment materials, and documentation accuracy.
• Work closely with Producers, carriers, vendors, and internal team members to resolve issues and deliver effective solutions.
• Provide direction and delegate responsibilities to supporting team members while maintaining overall accountability for assigned accounts.
• Assist clients with benefit administration questions and coordinate compliance-related resources as needed.
• Maintain accurate account records and follow established workflows and departmental timelines.

What We’re Looking For

• 3+ years of employee benefits account management or related brokerage experience preferred.
• Active Texas General Lines – Life & Health insurance license.
• Strong knowledge of group medical, dental, vision, life, disability, and voluntary benefits.
• Experience with fully insured and level-funded benefit plans preferred.
• Experience with Employee Navigator or similar benefits administration platforms preferred.
• Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams.
• Strong organizational, communication, and problem‑solving skills.
• Excellent attention to detail and the ability to manage multiple accounts and competing deadlines.
• A proactive, service‑oriented approach with a strong sense of accountability and follow‑through.

Why Carroll?

Founded in 1980, Carroll Insurance Agency is a multigenerational, independent insurance agency committed to providing exceptional service and building lasting relationships with our clients.

Our success is rooted in the expertise of our team, the relationships we build, and our core values of Honesty, Attitude, and Purpose.

We value individuals who take initiative, support their colleagues, and are committed to continuous improvement. If you’re looking for an opportunity to contribute to a collaborative team while continuing to develop your career in employee benefits, we’d love to hear from you.

This is not a remote position

All applicants must be authorized to work in and currently reside in the United States.

NO AGENCIES OR 3RD PARTY INQUIRIES