Employee Benefits Account Manager

The Misch Group; Dallas (TX); Hybrid; USD 85,000 - 100,000; Full time

Job summary

The Misch Group seeks a Client Success Manager – Employee Benefits in Texas to ensure outstanding service across the client lifecycle. You will be the primary operational and relationship contact for assigned clients, driving implementations, renewals, and strategic support.

This role emphasizes proactive engagement, problem anticipation, and long-term partnership development. You'll maintain CRM documentation, coordinate with HR leaders and vendors, and lead quarterly business reviews and

Qualifications

• Experience managing client relationships in benefits or insurance.
• Strong communication and organizational skills.
• Ability to coordinate across multiple internal teams.
• Proactive, solutions-oriented mindset.

Responsibilities

• Proactively serve as the primary day-to-day contact for assigned clients.
• Build trusted relationships with HR leaders and key decision-makers.
• Conduct proactive client outreach on a regular basis.
• Speak with at least one client by phone each business day to maintain relationships.
• Schedule and facilitate quarterly business reviews and annual strategy meetings.
• Coordinate Producer involvement when appropriate.
• Monitor client satisfaction and coordinate issue resolution across teams and vendors.
• Document client touchpoints in CRM and follow workflows.

Skills

Relationship-building

Verbal communication

Organization

Multi-tasking

Project coordination

Problem solving

Client experience

Tools

CRM software

Job description

Employee Benefits Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: Texas

Compensation: $85,000 - $100,000 / year

Description

Client Success Manager – Employee Benefits

The Client Success Manager is responsible for delivering an exceptional client experience throughout the life of the relationship. This role serves as the primary operational and relationship contact for assigned clients, ensuring successful implementations, proactive communication, seamless renewals, and ongoing strategic support.

Unlike a traditional Account Manager or Account Executive, the Client Success Manager is expected to proactively engage clients, anticipate needs, solve problems before they occur, and identify opportunities to strengthen long term partnerships.

This role is measured not only by service excellence, but by client retention, responsiveness, operational execution, and relationship development.

Key Responsibilities

• Proactively serve as the primary day-to-day contact for assigned clients.
• Build trusted relationships with HR leaders, dealership leadership, and key decision-makers.
• Conduct proactive client outreach on a regular basis—not just when issues arise.
• Speak with at least one client by phone each business day to maintain relationships, uncover opportunities, and proactively address concerns.
• Schedule and facilitate quarterly business reviews and annual strategy meetings.
• Coordinate Producer involvement when appropriate.

Client Success

• Monitoring client satisfaction.
• Anticipating service needs.
• Coordinating issue resolution across internal teams and vendors.
• Escalating concerns appropriately.
• Ensuring commitments are met.

Renewal Management

• Coordinate renewal timelines.
• Gather census information.
• Prepare clients for renewal strategy discussions.
• Present renewal recommendations alongside Producers.
• Ensure a smooth renewal experience.

Vendor Coordination

• Serve as the operational liaison between clients and vendors
• Ensure accountability, timely communication, and issue resolution.

Operational Excellence

• Maintain accurate CRM and client documentation.
• Document client preferences and ongoing initiatives.
• Follow established workflows and service standards.
• Identify opportunities to improve client experience and operational efficiency.

Relationship Management

• Minimum of one proactive client phone conversation per week
• Quarterly business reviews completed on schedule
• Annual strategy meetings completed
• Documented client touchpoints in CRM

Operational Performance

• Renewal timelines met
• Vendor follow-up completed timely

  Team Contribution

  • Cross-functional collaboration
  • Producer feedback
  • Support of implementation team
  • Process improvement recommendations

  What Success Looks Like

  • Knows every client personally.
  • Calls clients before they call us.
  • Anticipates issues rather than reacting to them.
  • Owns the client relationship from an operational perspective.
  • Makes Producers look great.
  • Creates clients who become advocates for our company.

  Skills, Knowledge and Expertise

  • Strong relationship-building skills.
  • Excellent verbal communication.
  • Highly organized and detail-oriented.
  • Comfortable managing multiple priorities.
  • Strong project coordination skills.
  • Positive, solutions-oriented mindset.
  • Passion for delivering exceptional client experiences.