Employee Benefits Account Manager

Responsibilities

• Serve as the primary day-to-day contact for assigned small group employee benefits and individual disability/life clients
• Manage renewals for groups, including gathering census data, preparing renewal comparisons, and supporting plan design discussions
• Coordinate with carriers on quotes, underwriting, enrollments, eligibility updates, billing issues, and plan changes
• Support open enrollment activities including employee materials, carrier coordination, and implementation timelines
• Handle ongoing service needs such as eligibility changes, terminations, new hires, and claims or billing inquiries
• Quote, submit tickets, take applications, and support underwriting process for individual disability and term life policies
• Ensure compliance with applicable regulations including ACA, ERISA, and COBRA
• Maintain accurate documentation and client records in agency management systems
• Partner with producers and internal teams to deliver a seamless client experience
• Identify opportunities to improve processes, enhance service delivery, and support client retention
• Successful Candidates Will Have:
• 2+ years of experience in employee benefits within an insurance brokerage or agency environment
• Experience supporting small group (2-99 lives) clients strongly preferred
• Familiarity with fully insured benefit plans including medical, dental, vision, and ancillary coverages, as well as individual disability/term life insurance
• Working knowledge of employee benefits compliance and enrollment processes
• Strong organizational skills with the ability to manage multiple accounts and deadlines
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office including Excel, Word, and Outlook
• Experience with Applied Epic a plus
• Active Life & Health insurance license
• What Success Looks Like:
• Clients feel supported, informed, and confident in their benefits programs
• Renewals are handled accurately, proactively, and on time
• Strong collaboration with producers and internal partners
• High attention to detail with consistent follow-through
• Ability to manage volume while maintaining high-quality service
• Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice .

Benefits

Additional Information

*PLEASE NOTE - This is a hybrid position that will require up to 3 days/week in our Richardson, Texas office* The Employee Benefits Account Manager - Small Group Health & Individual Disability/Life is responsible for managing and servicing a portfolio of small group employee benefits and individual disability/life clients consisting of dentists and dental practices. This role partners closely with producers, carriers, and internal teams to deliver high-quality service, ensure compliance, and support renewals and ongoing client needs. The ideal candidate thrives in a fast-paced environment, is growth-oriented, and enjoys supporting team success.

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