Benefits Account Manager – Montgomery County, TX

Dean & Draper; The Woodlands (TX); On-site; USD 52,000 - 78,000; Full time

Job summary

Dean & Draper in The Woodlands, TX, is seeking a Benefits Account Manager to provide top-tier service for employee benefits programs, including health, dental, vision, life, disability and worksite plans.

You will manage client communications, assist with renewals and open enrollment, keep accurate records, ensure regulatory compliance, and collaborate with internal teams to improve the client experience.

Qualifications

• Minimum 2 years employee benefits experience.
• Current Life & Health license in Texas.
• Relocation to Texas considered if licensed.
• Proficient with Microsoft Office (Word/Excel).

Responsibilities

• Serve employee benefits accounts across health, dental, vision, life, disability.
• Handle day-to-day client communications and inquiries.
• Assist renewal process with proposals and carrier coordination.
• Support open enrollment activities and communications.
• Maintain organized client records in the agency management system.
• Ensure regulatory compliance and deadlines.
• Collaborate with internal teams to enhance client experience.

Skills

Benefits knowledge

Communication skills

Microsoft Office

Education

Life & Health license (Texas)

Tools

Applied Epic

Agency management system

Job description

Benefits Account Manager

We’re looking for a dedicated Benefits Account Manager to join our team and help us provide top-tier service and support to our valued clients.

Key Responsibilities

• Assist in servicing employee benefits accounts, including health, dental, vision, life, disability and worksite insurance plans
• Manage day-to-day client communication, responding promptly to inquiries and providing solutions to benefit-related questions.
• Support the renewal process by preparing proposals, conducting market analyses, and coordinating with insurance carriers.
• Assist with open enrollment activities, including material preparation, employee communications, and enrollment meetings.
• Maintain accurate and organized client records in our agency management system.
• Ensure compliance with all regulatory requirements and deadlines related to employee benefits.
• Collaborate with internal teams to address client needs and enhance the overall client experience.

Knowledge, Skills And Abilities

• MINIMUM 2 years of employee benefits experience, with a current Life & Health license in Texas. Candidates relocating to Texas with license from another US state will be considered.
• Assertive self-starter with strong presentation skills through both verbal and written communications.
• Proficiency in using computers, agency management systems and various software programs including Microsoft Office, Word and Excel.

Other Requirements

• High school or equivalent diploma
• Applied Epic experience is a plus!