Senior Benefits Account Manager

CoVerica Insurance; Dallas, Northern (TX, KY); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Dental insurance

Vision insurance

Paid time off

Profit sharing

Wellness resources

Training & development

Positive work culture

Opportunity for advancement

Job summary

CoVerica is seeking a Senior Benefits Account Manager to lead our Benefits team in Dallas, TX, while delivering exceptional client service and overseeing complex accounts. This role blends hands‑on account management with mentoring, producer support, and operational leadership.

The ideal candidate has 5+ years in employee benefits, deep knowledge of benefits products and compliance, and proven leadership. You will mentor Account Managers, manage renewals, and collaborate with clients, producers,

Qualifications

• 5+ years of employee benefits experience; 10+ years preferred.
• Strong knowledge of employee benefits products and carrier relationships.
• Experience with benefits Producers and sales teams.
• Proficiency with Microsoft Office; familiarity with CRM and benefits systems.
• Life & Health Insurance license or ability to obtain and maintain one.

Responsibilities

• Lead day‑to‑day Benefits Account Managers with mentorship and coaching.
• Foster a high‑performing, collaborative team culture.
• Serve as senior resource for complex client service issues and escalations.
• Oversee onboarding, training, and professional development of team members.
• Monitor workloads, KPIs, and service standards; ensure client expectations are met.
• Support renewals, submissions, and account processing with producers.
• Build strong client relationships and provide technical benefits support.

Skills

Employee benefits experience

Client service

Renewals

Benefits administration

Insurance license

MS Office

CRM familiarity

Team leadership

Communication skills

Organization

Education

Life & Health Insurance License

Tools

Salesforce

AMS360

EPIC

CRM systems

Job description

Benefits:

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

Senior Benefits Account Manager / Team Lead

CoVerica | Dallas, TX

Lead a High-Performing Benefits Team While Delivering Exceptional Client Service

CoVerica is seeking an experienced Senior Benefits Account Manager to serve as a senior-level resource for our Benefits team while helping lead, mentor, and develop Benefits Account Managers. This role combines hands‑on employee benefits account management, producer support, client service, operational oversight, and team leadership.

The ideal candidate is a seasoned employee benefits professional who understands the complexities of the industry, builds strong relationships with clients and producers, and enjoys helping others succeed. This person will serve as a key liaison between the Benefits Account Management team, Producers, clients, carriers, vendors, and agency leadership.

This is an excellent opportunity for a highly experienced benefits professional who is ready to take on greater leadership responsibility while remaining actively involved in complex accounts, renewals, new business, and strategic client service.

About CoVerica

CoVerica is a Dallas-based independent insurance agency offering a comprehensive range of personal, commercial, life, and health insurance solutions. The company has been recognized with the Best Practices Agency Award ten consecutive times from the Independent Insurance Agents & Brokers of America, an honor awarded to only a small percentage of insurance agencies nationwide.

Our team is committed to delivering exceptional service, building strong client relationships, and continually improving how we serve our clients and support our people.

What You'll Do

Team Leadership & Development

• Provide day-to-day leadership, mentorship, coaching, and support to Benefits Account Managers.
• Foster a collaborative, accountable, and high-performing team culture.
• Serve as a senior resource for complex client service issues, escalations, and problem-solving.
• Assist with onboarding, training, and professional development of Benefits Account Managers.
• Monitor team workloads and resource allocation to help ensure service standards and client expectations are consistently met.
• Conduct quarterly performance and development conversations focused on KPIs, productivity, processes, and professional growth.
• Help team members develop best practices and continuously improve their technical and client service skills.

Client Relationship & Account Management

• Serve as a senior-level resource for employer clients regarding health and employee benefits inquiries, claims, coverage, and service needs.
• Build and maintain strong, trusted relationships with clients and key decision-makers.
• Provide technical benefits support to clients and Producers.
• Help resolve complex client issues and ensure concerns are addressed promptly and professionally.
• Monitor client satisfaction and proactively identify opportunities to improve service and retention.
• Support the team in delivering consistent, high-quality service throughout the client lifecycle.

Producer Partnership & Business Development Support

• Serve as a primary liaison between Benefits Account Managers and Benefits Producers.
• Build strong working relationships with Producers to ensure alignment on client needs and expectations.
• Support Producers with new business quoting, carrier and vendor interactions, submissions, and account strategy.
• Assist with renewal planning and marketing of new and renewal accounts.
• Help Producers retain existing business and identify opportunities for account expansion and growth.
• Participate in regular discussions regarding client strategy, renewal planning, service performance, and business development opportunities.

Benefits Administration & Technical Support

• Oversee and support accurate benefits enrollment and eligibility information within HRIS and benefits administration systems.
• Conduct and oversee data audits and reconciliations to maintain data integrity, accuracy, and compliance.
• Support open enrollment administration, testing, communications, and reporting.
• Assist with enrollments, eligibility updates, billing, carrier payments, and policy changes.
• Coordinate with carriers, vendors, independent TPAs, and internal teams to resolve issues and support client needs.
• Complete testing related to benefits processes, reporting functionality, system updates, enhancements, and provider implementations.
• Maintain a strong understanding of employee benefits compliance requirements and industry practices.

Operational Excellence

• Develop and maintain workflows, processes, and best practices that improve team efficiency and client service.
• Monitor team productivity, service metrics, quality standards, and compliance with established procedures.
• Identify trends and recommend process improvements that enhance the client and employee experience.
• Support quality assurance initiatives and documentation standards.
• Partner with agency leadership on strategic initiatives, departmental goals, organizational changes, and communications.
• Communicate team performance, operational challenges, client trends, and development opportunities to leadership.

What We're Looking For

Required Qualifications

• 5+ years of employee benefits experience; 10+ years preferred.
• Strong knowledge of employee benefits products, carrier relationships, and industry practices.
• Experience working with benefits Producers and sales teams.
• Strong understanding of client service, renewals, and benefits administration.
• Life & Health Insurance License or ability to obtain and maintain one.
• Strong knowledge of benefits compliance requirements.
• Excellent written and verbal communication skills.
• Strong organizational and project management abilities.
• Proficiency with Microsoft Office, including Excel and Word.
• Familiarity with agency management, CRM, and benefits administration systems.

Preferred Experience

• Previous team leadership, supervisory, or mentoring experience.
• Experience with self-funded and level-funded unbundled plans.
• Experience working with independent TPAs.
• Experience with systems such as Salesforce, AMS360, EPIC, or similar platforms.
• Strong carrier and market knowledge.

The Ideal Candidate

• A positive, confident, and highly motivated professional.
• An experienced benefits expert who can serve as a resource for both clients and team members.
• A natural leader who enjoys coaching and developing others.
• Highly organized and able to manage multiple priorities in a fast-paced environment.
• An exceptional relationship builder who communicates effectively at all levels.
• Strategic, proactive, and creative when solving problems.
• Comfortable navigating complex client and service issues.
• Collaborative, dependable, and committed to maintaining a high standard of client service.
• Passionate about continuous improvement and helping a team succeed.

How Success Will Be Measured

• Strong client retention, satisfaction, and service delivery.
• Timely and accurate renewals, submissions, and account processing.
• Strong Producer satisfaction and engagement.
• Development, productivity, and engagement of Benefits Account Managers.
• Improved team efficiency and operational performance.
• Successful implementation of strategic initiatives and process improvements.
• Consistent compliance, accuracy, and quality across the Benefits department.

This is more than a traditional Benefits Account Manager position. As a Senior Benefits Account Manager, you'll have the opportunity to combine your technical benefits expertise with leadership, mentorship, and strategic influence.

You’ll play an important role in strengthening client relationships, supporting Producers, developing the next generation of Benefits Account Managers, and helping CoVerica continue to deliver an exceptional experience for its clients.