Job Description

Employee Benefits Account Manager/Account Executive

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager or Account Executive to join a team. This role offers an exciting opportunity to manage and grow a portfolio of employee benefits accounts, primarily focusing on fully insured smaller groups. The ideal candidate will be a self-starter with a strong background in employee benefits, excellent client management skills, and the ability to thrive in a environment.

Compensation Package

• Account Manager Salary Range: $70,000 - $85,000
• Account Executive Salary Range: $100,000 - $120,000
• Comprehensive benefits package including:
  • Medical, Dental, and Vision Insurance
  • Flexible Spending Account (FSA) / Health Savings Account (HSA)
  • Short-Term and Long-Term Disability Insurance
  • Life Insurance

Responsibilities

• Serve as the primary point of contact for clients, managing a portfolio of approximately 110 groups.
• Provide strategic account management for fully insured and level-funded accounts, primarily under 50 lives.
• Oversee the end-to-end account management process, ensuring client satisfaction and retention.
• Collaborate with internal teams to address client needs and resolve issues efficiently.
• Actively contribute to the growth and development of the employee benefits market in the region.
• Utilize software tools such as EPIC, Employee Navigator, and BenefitPoint to manage accounts effectively.
• Maintain compliance with industry regulations and company policies.

Qualifications/Requirements

• Licenses/Certifications: Active Texas Life & Health (L&H) License required. Property & Casualty (P&C) License preferred.
• Experience:
  • Account Manager: 2-3 years of experience in employee benefits or a related field.
  • Account Executive: 5+ years of experience in employee benefits, with a proven track record of managing small group accounts.
• Familiarity with fully insured, level-funded, and self-funded plans is a plus.
• Strong technical aptitude and proficiency in industry software (EPIC, Employee Navigator, BenefitPoint). Training available for the right candidate.
• Exceptional organizational, communication, and client relationship management skills.
• Ability to work independently, take initiative, and contribute to team success.
• Hybrid work flexibility: 3-4 days in-office during the initial weeks, transitioning to 2 days in-office weekly.

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