Benefits Account Manager: Open Enrollment Lead (Dallas)

Executive Recruiting Agency, LLC; Dallas (TX); On-site; USD 71,000 - 80,000; Full time

Job summary

Executive Recruiting Agency, LLC seeks an experienced Employee Benefits Account Manager to manage client relationships, coordinate benefits programs, and provide exceptional service on-site in Dallas.

Responsibilities include renewals, enrollments, claims resolution, working with carriers, preparing quotes and enrollment materials, and maintaining CRM records; AI tools may be used to improve efficiency and streamline processes.

Qualifications

• Minimum 5 years of employee benefits insurance experience.
• Active Life & Health Insurance License required.
• Strong knowledge of group health benefits, renewals, and open enrollment.
• Proficiency in Microsoft Office, CRM systems, and carrier portals.
• Comfortable using AI tools and technology.
• Excellent communication, organization, and problem-solving skills.
• High school diploma or equivalent required; bachelor's degree preferred.
• Bilingual Spanish and HR certifications are a plus!

Responsibilities

• Manage employee benefits accounts and client relationships.
• Coordinate annual renewals and open enrollment.
• Resolve insurance claims, billing, eligibility, and COBRA issues.
• Work directly with insurance carriers and underwriters.
• Prepare quotes, census reports, audits, and enrollment materials.
• Maintain accurate client records using CRM systems.
• Utilize AI tools to improve efficiency and streamline processes.

Skills

Insurance license

Group health benefits

Open enrollment

CRM systems

Microsoft Office

AI tools

Communication skills

Organization skills

Problem-solving

Bilingual Spanish

Education

High school diploma or equivalent

Bachelor's degree preferred

HR certifications a plus

Tools

CRM portals

Carrier portals

Job description

Executive Recruiting Agency, LLC seeks an experienced Employee Benefits Account Manager to manage client relationships, coordinate benefits programs, and provide exceptional service on-site in Dallas.

Responsibilities include renewals, enrollments, claims resolution, working with carriers, preparing quotes and enrollment materials, and maintaining CRM records; AI tools may be used to improve efficiency and streamline processes.