Senior Account Manager

CoVerica; Dallas (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Insurance coverage

Bonus potential

PTO

Job summary

CoVerica in Dallas is seeking an Employee Benefits Account Manager Lead to anchor the benefits service team. You will manage a book of complex group plans, guide renewal strategy, and coordinate implementation for medical, dental, vision, life, disability, and voluntary lines.

You will mentor junior account managers, partner with producers on RFPs, ensure compliance, and drive an exceptional client experience while maintaining strong carrier relationships.

Qualifications

• Active Texas Life & Health License is required.
• 5+ years of Employee Benefits account management experience.
• Strong knowledge of group health, ancillary, and voluntary benefits.
• Familiarity with ACA, ERISA, COBRA, and other compliance requirements.

Responsibilities

• Manage a book of complex group benefits accounts, including plan design, renewal strategy, marketing, and implementation for medical, dental, vision, life, disability, and voluntary lines.
• Lead renewal process end to end, analyze claims experience, negotiate with carriers and underwriters, Present funding and plan design options to clients.
• Mentor and train Employee Benefits Account Managers, sharing expertise on plan design, underwriting, and carrier negotiation.
• Oversee open enrollment planning and execution, coordinating with carriers and benefits platforms like Employee Navigator or Ease.
• Partner with Producers to market new and renewal business, including RFPs and census analysis.

Skills

Account management

Leadership mentoring

Carrier negotiations

Education

Texas Life & Health License

Tools

AMS360

Employee Navigator

Ease

Job description

CoVerica is a premier, employee-owned independent insurance agency with over 40 years of history, and we're actively expanding across the Dallas-Fort Worth market. We're looking for an Employee Benefits Account Manager Lead to anchor our Employee Benefits service team, managing a book of complex group benefits accounts while mentoring and setting the standard for the account managers around you.

A Little Bit About CoVerica

• Recognized as a Top 10 DFW Fastest Growing Property & Casualty Insurance Agency by the Dallas Business Journal.
• In business for over 40 years, with an in-place succession plan to remain independent for the next 40.
• Part of the national SIAA network, representing nearly $12.5 billion in insurance premium together.

Why CoVerica?

Because you shouldn't have to choose between the resources of a national carrier and the culture of a true independent. At CoVerica, you get both:

• The market access, carrier relationships, and technology of a premier, growing agency with over 40 years of history.
• The agility, autonomy, and true sense of ownership that only an independent, employee-owned firm can offer.
• A team that lives by two simple rules: we treat others as ourselves, and we do the right thing, even when it hurts.

This is a role for someone who has mastered the technical side of employee benefits account management and is ready to lead, setting the pace for renewal strategy, client experience, and team development within our Employee Benefits practice.

What You'll Do

Account Management & Client Service

• Manage a book of complex group benefits accounts, including plan design, renewal strategy, marketing, and implementation for medical, dental, vision, life, disability, and voluntary/ancillary lines.
• Serve as the primary day-to-day contact for key clients, building trusted relationships with HR leaders, CFOs, and benefits decision-makers.
• Lead the renewal process end to end, analyzing claims experience, negotiating with carriers and underwriters, and presenting funding and plan design options to clients.
• Guide clients through compliance requirements, including ACA, ERISA, COBRA, and other regulatory obligations.
• Oversee open enrollment planning and execution, including carrier and benefits administration platform coordination, such as Employee Navigator or Ease.
• Mentor and train Employee Benefits Account Managers, sharing technical expertise on plan design, underwriting, and carrier negotiation.
• Serve as an escalation point for complex service and coverage issues across the Employee Benefits team.
• Help standardize account management workflows, checklists, and best practices to keep the team consistent and audit-ready.
• Support onboarding of new account management hires alongside agency leadership.
• Partner with Producers to market new and renewal business, including RFPs, census analysis, and underwriting submissions.
• Maintain strong relationships with carrier partners and general agents to secure competitive terms for clients.
• Stay current on fully insured, level-funded, and self-funded plan structures, and help clients evaluate the right approach for their organization.

What You'll Bring

• Active Texas Life & Health License (required).
• 5+ years of Employee Benefits account management experience, ideally including some experience mentoring or leading other account managers.
• Strong working knowledge of group health, ancillary, and voluntary benefits products, underwriting, and renewal processes.
• Familiarity with ACA, ERISA, COBRA, and other employee benefits compliance requirements.
• Comfort working in AMS360 or a comparable agency management system, along with benefits administration platforms such as Employee Navigator or Ease.
• Strong written and verbal communication skills, with the ability to explain complex plan designs and funding options clearly to clients and carriers alike.
• Sharp attention to detail and the organizational skills to manage multiple renewals, deadlines, and team priorities at once.

What You Can Expect From CoVerica

• Medical, dental, vision, life, and long-term disability insurance added at no cost to you.
• Paid time off and bonus potential.
• Gym and fitness facility access with an employee keycard.
• College loan repayment and tuition reimbursement programs.
• Team-building activities and a genuinely collaborative culture.