Employee Benefits Account Lead

Carroll Insurance Agency Ltd; Houston (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Carroll Insurance Agency Ltd in Houston seeks an experienced Account Manager for our Health & Benefits team. You will manage an assigned portfolio of employee benefits clients, build strong relationships, and ensure high-quality service year-round.

You will own accounts, communicate proactively, manage deadlines, and collaborate with producers, carriers, and internal staff to deliver effective solutions. Ideal candidates have 3+ years in employee benefits account management, a Texas Life &

Qualifications

• 3+ years of employee benefits account management or related brokerage experience preferred.
• Strong knowledge of group medical, dental, vision, life, disability and voluntary benefits.
• Experience with fully insured and level-funded benefit plans preferred.

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

Client relationship management

Renewal management

Open enrollment coordination

Attention to detail

Multi-account management

Education

Active Texas General Lines – Life & Health license

Tools

Microsoft Office

Job description

Carroll Insurance Agency Ltd in Houston seeks an experienced Account Manager for our Health & Benefits team. You will manage an assigned portfolio of employee benefits clients, build strong relationships, and ensure high-quality service year-round.

You will own accounts, communicate proactively, manage deadlines, and collaborate with producers, carriers, and internal staff to deliver effective solutions. Ideal candidates have 3+ years in employee benefits account management, a Texas Life &