Benefits Account Manager

Carroll Insurance Agency; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Carroll Insurance Agency is seeking an experienced account manager to join our Health & Benefits team. You will manage an assigned portfolio of employee benefits clients, build strong relationships, and ensure a high level of service throughout the year.

You will take ownership of accounts, communicate proactively, manage deadlines, and work collaboratively to deliver a great client experience. This role is based in the United States and is not remote.

Qualifications

• 3+ years of employee benefits account management or related brokerage experience preferred.
• Strong communication and organizational skills.
• Proactive client service orientation and deadline management.

Responsibilities

• Serve as the primary contact for assigned employer groups and maintain client relationships.
• Manage renewal processes including carrier negotiations and presentations.
• Coordinate Open Enrollment activities and benefit administration platforms.
• Identify client needs and support account retention and issue resolution.
• Review benefit plans and enrollment materials for accuracy.
• Collaborate with Producers, carriers, vendors and internal teams to deliver solutions.

Education

Active Texas General Lines – Life & Health license

Tools

Microsoft Office Suite

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.

Job Type

Full-time

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.

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.