Strategic Employee Benefits Account Manager

Summit Financial Group, Inc.; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Dallas, Texas, is seeking an Account Manager to provide superior service and manage client relationships. The ideal candidate will have 1-2 years of experience in Employee Benefits Account Management and knowledge of insurance and healthcare. Responsibilities include coordinating with producers, conducting enrollment meetings, and maintaining client communications. This position requires a state license for Group Life, Accident, and Health, and familiarity with Microsoft Office 365.

Qualifications

• 1-2 years of experience in Employee Benefits Account Management.
• Previous experience in insurance and healthcare industries required.
• License for Group Life, Accident, and Health required.

Responsibilities

• Operate as the lead point of contact for assigned clients.
• Coordinate timelines and deadlines with team members.
• Collaborate with specialists for RFP evaluations.
• Conduct enrollment meetings and keep producers informed.
• Proactively contact clients for communication updates.
• Prepare enrollment communication materials with specialists.
• Stay informed of insurance regulations and products.
• Develop relationships with carriers.
• Use CRM to manage client files.
• Perform administrative duties as assigned.

Skills

Customer service

Relationship management

RFP response

Insurance knowledge

Microsoft Office 365

Tools

CRM software

Microsoft Excel

Job description

A leading financial services firm in Dallas, Texas, is seeking an Account Manager to provide superior service and manage client relationships. The ideal candidate will have 1-2 years of experience in Employee Benefits Account Management and knowledge of insurance and healthcare. Responsibilities include coordinating with producers, conducting enrollment meetings, and maintaining client communications. This position requires a state license for Group Life, Accident, and Health, and familiarity with Microsoft Office 365.