: Employee Benefits Account Manager
Location: Dallas, TX
Salary: $70,000 $80,000/year
Schedule: Full-time On-site
Experience: 5+ years employee benefits industry experience
Education: High school diploma or equivalent required
Active Life & Health Insurance License Required
Specialization: Employee Benefits, Account Management & Insurance Services
Central Texas Recruiting is seeking an experienced Employee Benefits Account Manager to provide client support and manage employee benefits accounts in Dallas, Texas. This position will serve as a primary liaison between clients and insurance carriers, supporting account installations, renewals, enrollment processes, compliance requirements, and ongoing service needs while maintaining strong client relationships.
Key Responsibilities
Serve as the primary liaison between clients and employee benefits insurance providers
Resolve billing, claims, eligibility, COBRA, and other employee benefits service issues
Deliver responsive customer service to clients, employees, and insurance carriers
Develop and maintain strong working relationships with clients, underwriters, and carrier representatives
Manage employee benefits account installations and annual renewal processes
Maintain knowledge of insurance carriers, marketplace offerings, and underwriting requirements
Review applications, enrollment materials, and claims processing for accuracy
Use internal AI tools to support quality checks, audits, and administrative workflows
Prepare and distribute employee enrollment materials, forms, and communications
Present employee benefits information through webinars, benefit fairs, and in-person enrollment meetings
Assist employees with benefit enrollment and waiver processes during open enrollment
Prepare and maintain compliance binders, enrollment kits, forms, letters, and checklists
Review and prepare census data, quoting information, and account audits
Conduct regular client service calls and relationship visits
Maintain accurate client information, account activity, and communications within the CRM
Prepare reports and provide updates to leadership and clients as needed
Support other team members and communicate significant client concerns or service issues
Qualifications & Requirements:
Education & Experience:
Minimum 5 years of related employee benefits industry experience and/or training
High school diploma or equivalent required
Active Life & Health insurance license required and must be maintained
Strong knowledge of employee benefits insurance or ability to quickly develop industry expertise
Ability to read, analyze, and interpret insurance policies and contract documents
Experience with employee benefits account management, client service, or insurance administration
Proficiency in Microsoft Office, including Outlook, Word, Excel, and PowerPoint
Experience using Adobe, CRM platforms, carrier portals, and online systems
Comfortable working with AI tools and developing prompts to improve workflows
Strong written and verbal communication skills
Excellent organizational, analytical, and problem-solving abilities
Ability to manage multiple priorities in a fast-paced environment
Ability to work independently while collaborating with a team
Strongly Preferred:
Bachelor's degree
Bilingual Spanish
HR certifications
Experience with open enrollment, renewals, billing, claims, eligibility, and COBRA administration
Experience with insurance carrier portals, quoting, census data, and compliance documentation
Experience using AI tools to streamline administrative and account management processes
![]()
