Senior Benefits Account Manager

Jobtailor; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor is seeking an Employee Benefits professional in Houston to serve as a primary contact for assigned clients and to support renewals, design planning, and funding strategies.

You will collaborate with Producers and internal teams to deliver accurate documentation, compliance support, and exceptional client service while contributing to a team-oriented culture and growth opportunities in benefits expertise.

Qualifications

• Experience in Employee Benefits within a brokerage is preferred.
• Background in client service, renewals, or account management.
• Comfort working with clients and internal partners.
• Interest in growing responsibility and expanding benefits expertise.
• Strong communication, organization, and problem-solving skills.
• Exposure to funding strategies, analytics, or vendor management is a plus, but not required for all levels.

Responsibilities

• Serve as a primary or shared point of contact for assigned employee benefits clients.
• Support and lead renewals, including data gathering, marketing coordination, and client deliverables.
• Partner with Producers to support client strategy, retention, and growth initiatives.
• Coordinate plan design, funding analysis, vendor selection, and contribution modeling as appropriate for the role level.
• Assist with self-funded, level-funded, and fully insured arrangements, depending on experience.
• Collaborate with Account Managers, Analysts, and other teammates to deliver consistent service.
• Ensure accurate documentation, compliance support, and adherence to service standards.
• Participate in client meetings, renewal presentations, and enrollment activities.
• Contribute to a collaborative, team-oriented culture through knowledge sharing and support.

Skills

Employee Benefits

Client Service

Renewals Management

Funding Strategies

Vendor Management

Tools

Data Gathering

Plan Design

Funding Analysis

Contribution Modeling

Compliance Support

Job description

• Serve as a primary or shared point of contact for assigned employee benefits clients
• Support and lead renewals, including data gathering, marketing coordination, and client deliverables
• Partner with Producers to support client strategy, retention, and growth initiatives
• Coordinate plan design, funding analysis, vendor selection, and contribution modeling as appropriate for the role level
• Assist with self-funded, level-funded, and fully insured arrangements, depending on experience
• Collaborate with Account Managers, Analysts, and other teammates to deliver consistent service
• Ensure accurate documentation, compliance support, and adherence to service standards
• Participate in client meetings, renewal presentations, and enrollment activities
• Contribute to a collaborative, team-oriented culture through knowledge sharing and support

Requirements

• Experience in Employee Benefits within a brokerage is preferred
• Background in client service, renewals, or account management
• Comfort working with clients and internal partners
• Interest in growing responsibility and expanding benefits expertise
• Strong communication, organization, and problem-solving skills
• Exposure to funding strategies, analytics, or vendor management is a plus, but not required for all levels

Core Competencies

Demonstrates expertise in Employee Benefits, including client service, renewals, and account management, while ensuring compliance and effective communication with clients and internal teams.

Highest-signal resume keywords

• Employee Benefits Experience
• Client Service
• Renewals Management
• Funding Strategies
• Vendor Management

Hard Skills

• Data Gathering
• Plan Design
• Funding Analysis
• Contribution Modeling
• Compliance Support

Soft Skills

• Strong Communication
• Organization
• Problem-Solving
• Collaboration
• Knowledge Sharing

Industry Keywords

• Brokerage
• Self-Funded Arrangements
• Level-Funded Arrangements
• Fully Insured Arrangements
• Client Meetings