Experienced Benefits Account Manager

CoVerica; Dallas (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Health insurance

Paid time off

Profit sharing

Training & development

Vision insurance

Wellness resources

Positive work culture

Advancement opportunities

Job summary

CoVerica, a respected independent insurance agency, seeks an Experienced Benefits Account Manager in Dallas, TX to manage employer benefits programs and deliver exceptional client service. You will work with a collaborative team, handling renewals, enrollments, and inquiries while supporting strategic benefits solutions.

The role requires an active Life & Health license and 5+ years in employee benefits or related client service, with proficiency in AMS360, Epic, or Salesforce and MS Office.

Qualifications

• 5+ years in employee benefits, group health insurance, account management, or client service preferred.
• Experience with benefits administration platforms or agency management systems is highly preferred.
• Strong proficiency with Microsoft Office (Excel, Word, PowerPoint).
• Active Life & Health Insurance License required.

Responsibilities

• Build and maintain relationships with employer groups and decision-makers.
• Respond to client questions regarding health and employee benefits programs.
• Assist with claims issues, eligibility updates, enrollments, and policy changes.
• Process new business, renewals, and market benefit plans with carriers.
• Support annual renewal strategy, open enrollment, and implementation activities.
• Ensure accurate benefit enrollments and data integrity across systems.
• Audit enrollment and billing information for accuracy and compliance.
• Collaborate with producers, carriers, and internal teams to deliver outstanding service.
• Identify opportunities to improve processes and client experience.
• Stay current on employee benefits products, carrier updates, and regulations.

Skills

Benefits experience

CRM software

MS Office

Life/Health license

Client relationship

Tools

AMS360

Epic

Salesforce

Job description

Benefits:

• Positive Work Culture
• 401(k) matching
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development
• Vision insurance
• Wellness resources

Build Lasting Client Relationships While Making a Meaningful Impact

Are you an organized, customer-focused professional who enjoys helping clients, solving problems, and building strong relationships? Are you looking for an opportunity to grow your career with one of the most respected independent insurance agencies in the country?

CoVerica is seeking an Experienced Benefits Account Manager to join our growing Employee Benefits team in Dallas, TX. This role is ideal for someone who enjoys working directly with business clients, thrives in a collaborative environment, and takes pride in delivering exceptional service.

As a 10-time Best Practices Agency Award recipient, CoVerica is recognized nationally for operational excellence, employee development, and client service. If you're looking for a company that invests in its people and values teamwork, integrity, and continuous improvement, we'd love to meet you.

Why Join CoVerica?

• Join one of the nation's most respected independent insurance agencies.
• Competitive compensation and comprehensive benefits package.
• Professional, collaborative, and supportive team culture.
• Opportunities for ongoing training, licensing support, and career advancement.
• Work with a diverse portfolio of business clients across multiple industries.
• Make a meaningful impact by helping employers provide valuable employee benefits.

What You'll Do

As a Benefits Account Manager, you'll serve as a trusted resource for employer groups, helping them navigate their employee benefits programs while delivering exceptional service throughout the year.

Responsibilities

• Build and maintain strong relationships with employer groups and key decision-makers.
• Respond promptly to client questions regarding health and employee benefits programs.
• Assist clients with claims issues, eligibility updates, enrollments, and policy changes.
• Process new business, renewals, and market employee benefit plans with insurance carriers.
• Support annual renewal strategy, open enrollment, and implementation activities.
• Ensure accurate benefit enrollments and maintain data integrity across benefits administration systems.
• Audit enrollment and billing information to ensure accuracy and compliance.
• Process carrier invoices and billing reconciliation.
• Collaborate with producers, carriers, and internal team members to deliver outstanding client service.
• Identify opportunities to improve processes and enhance the overall client experience.
• Stay current on employee benefits products, carrier updates, and industry regulations.

What We're Looking For

• Active Life & Health Insurance License
• Previous experience in employee benefits, group health insurance, account management, or client service (5+ years preferred)
• Experience with benefits administration platforms, agency management systems, or CRM software such as AMS360, Epic, or Salesforce is highly preferred.
• Strong proficiency with Microsoft Office, particularly Excel, Word, and PowerPoint.

The Ideal Candidate

• Positive, professional, and customer-focused.
• Outstanding communication and relationship-building skills.
• Highly organized with exceptional attention to detail.
• Self-motivated with the ability to manage multiple priorities.
• Strong analytical and problem-solving abilities.
• Dependable with a strong work ethic and commitment to delivering exceptional service.
• Collaborative team player who enjoys helping both clients and coworkers succeed.

Who Thrives at CoVerica?

The most successful Account Managers enjoy building long-term relationships and serving as trusted advisors to their clients. They are proactive, detail-oriented, and take pride in providing outstanding service while helping employers create valuable benefits programs for their employees.

If you're ready to join an award-winning organization where your expertise, dedication, and customer-first mindset will be valued, we'd love to hear from you.