Senior Employee Benefits Account Manager - Open Enrollment

Confidential Recruiting Partners; Dallas (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Onsite work environment

Job summary

Confidential Recruiting Partners is seeking an experienced Employee Benefits Account Manager to support employer group clients through implementation, service, and renewal cycles. The role is onsite in the Dallas area, with no visa sponsorship or relocation assistance.

The ideal candidate will have 5+ years of employee benefits or group health brokerage experience, strong carrier relationships, and expertise in renewals and open enrollment.

Qualifications

• Active Life & Health Insurance License is required.
• Minimum 5 years in employee benefits, group health, or benefits brokerage.
• Experience managing renewals, open enrollment, and client service.
• Proficiency with CRM systems and carrier portals.
• Strong communication, organization, and problem-solving skills.

Responsibilities

• Coordinate and support annual open enrollment activities.
• Prepare client reports, account documentation, and compliance materials.
• Manage client accounts through implementation, renewal, and ongoing service cycles.
• Maintain accurate account information and notes in CRM systems.
• Support process improvements using technology, CRM, and workflow tools.
• Review applications, enrollment data, audits, census data, and quotes for accuracy.
• Build and maintain long-term client relationships through proactive service and regular communication.
• Serve as liaison between clients and insurance carriers regarding benefits programs.
• Collaborate with carriers, underwriters, and service teams to resolve issues promptly.
• Resolve claims, billing, COBRA, eligibility, enrollment, and other benefits administration matters.
• Prepare enrollment materials and assist with employee benefit education via virtual or in-person meetings.

Skills

Client relationships

Open enrollment

Renewals

CRM systems

MS Office

Spanish (optional)

Insurance policy interpretation

Education

Bachelor's degree

Tools

CRM systems

Carrier portals

Job description

Confidential Recruiting Partners is seeking an experienced Employee Benefits Account Manager to support employer group clients through implementation, service, and renewal cycles. The role is onsite in the Dallas area, with no visa sponsorship or relocation assistance.

The ideal candidate will have 5+ years of employee benefits or group health brokerage experience, strong carrier relationships, and expertise in renewals and open enrollment.