Dallas Employee Benefits Account Manager - Open Enrollment

Confidential Recruiting Partners; Dallas (TX); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Dog-friendly office

Job summary

Confidential Recruiting Partners is seeking an experienced Employee Benefits Account Manager to support employer group clients through implementation, service, and renewal cycles. You will serve as the primary liaison between clients, employees, carriers, and internal teams to ensure accurate benefits administration and proactive service.

The ideal candidate has at least 5 years of employee benefits or brokerage experience, strong CRM and reporting skills, and the ability to manage renewals and

Qualifications

• Active Life & Health Insurance License.
• Strong customer service and relationship management.
• Organizational, analytical, and problem-solving abilities.
• Experience managing renewals and open enrollment activities.
• Experience with CRM, carrier portals, and benefits platforms.
• Proficiency with Microsoft Office.
• Knowledge of medical, dental, vision, life, COBRA, and eligibility administration.

Responsibilities

• Coordinate and support annual open enrollment activities.
• Prepare client reports, account documentation, and compliance-related materials.
• Manage client accounts through implementation, renewal, and ongoing service cycles.
• Maintain accurate account information, activity notes, and documentation within CRM systems.
• Support internal process improvements utilizing technology, CRM systems, and workflow tools.
• Review applications, enrollment information, audits, census data, and quoting materials for accuracy.
• Build and maintain long-term client relationships through proactive service and regular communication.
• Serve as the primary liaison between clients and insurance carriers regarding employee benefit programs.
• Work closely with carrier representatives, underwriters, and service teams to ensure timely issue resolution.
• Resolve issues related to claims, billing, COBRA, eligibility, enrollment, and other benefits administration matters.
• Prepare enrollment materials and assist with employee benefit education through virtual or in-person meetings.

Skills

Customer service

Relationship management

Organizational skills

Analytical skills

Problem solving

Open enrollment

Renewals

CRM proficiency

Education

Bachelor's degree

HR certifications

Tools

CRM systems

Carrier portals

Microsoft Office

Job description

Confidential Recruiting Partners is seeking an experienced Employee Benefits Account Manager to support employer group clients through implementation, service, and renewal cycles. You will serve as the primary liaison between clients, employees, carriers, and internal teams to ensure accurate benefits administration and proactive service.

The ideal candidate has at least 5 years of employee benefits or brokerage experience, strong CRM and reporting skills, and the ability to manage renewals and