Employee Benefits Account Manager

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

Our client is seeking an experienced Employee Benefits Account Manager to support employer group clients throughout the implementation, service, and renewal lifecycle. This position serves as a primary point of contact for clients, employees, insurance carriers, and internal stakeholders to ensure a high level of service and successful administration of employee benefit programs.

The ideal candidate has experience managing employee benefits accounts, maintaining strong carrier relationships, supporting open enrollment activities, and resolving complex service-related issues.

Onsite | No Visa Sponsorship | No Relocation Assistance

Important: Please review before applying

• Dogs are present in the office environment daily.
• Candidates must currently reside within 30 miles of Dallas, TX.
• The office is only accessible by stairs; candidates must be comfortable using stairs on a daily basis.

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.

Qualifications (Must-Haves)

• Active Life & Health Insurance License.
• Strong customer service and relationship management skills.
• Strong organizational, analytical, and problem-solving abilities.
• Experience managing renewals and open enrollment activities.
• Experience using CRM systems, carrier portals, and web-based platforms.
• Experience working directly with insurance carriers and employer group clients.
• Ability to interpret insurance policies, plan documents, and carrier requirements.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Minimum of 5 years of employee benefits, group health insurance, or benefits brokerage experience.
• Knowledge of employee benefits including medical, dental, vision, life, disability, COBRA, and eligibility administration.

Preferred Skills:

• Bachelor's degree.
• Bilingual Spanish language skills.
• HR certifications or benefits-related designations.
• Experience preparing census data, audits, and group benefit quotations.
• Experience presenting employee benefits during enrollment meetings and educational sessions.