Job Description

Seeking experienced Account Managers with Employee Benefits experience to join a thriving team in New Braunfels, TX! This is a Direct Hire opportunity with strong training to ensure you're set up for success. In this role, the Account Manager is will deliver high-quality and efficient service to clients through the day-to-day account management of an assigned book of business.

• Must have Active Life, Accident, Health Licenses or able to reactive them
• Bilingual in Spanish, a plus!
• A good sense of humor and positive attitude.

Salary: $50,000-$60,000/Annually Depending on Experience

Onsite in New Braunfels, TX

Key Responsibilities:

• Deliver high-quality service through day-to-day management of assigned client accounts.
• Resolve client service issues directly and escalate when needed.
• Project manage cross-functional initiatives and joint engagements with Benefits Partner Firms.
• Collect benefit plan pricing information, collaborating with third-party service providers.
• Educate clients on legislation, market trends, and ensure employee benefits compliance.
• Review and summarize benchmarking content, creating materials based on industry trends.
• Coordinate and manage client compliance activities, including Form 5500 filings and health care reform reporting.
• Work directly with clients and carriers on initiatives such as renewal reviews, Requests for Proposal, and claims handling.
• Analyze and compare carrier quotes and coverage offerings.
• Examine potential plan design and benefit cost changes.
• Support the creation of client communication materials and play a key role in annual enrollment.
• Conduct technical and consultative reviews of client materials.
• Manage and process enrollments at the carrier level, delegating as appropriate.
• Monitor COBRA offerings, delegating tasks to junior team members.
• Coordinate with Ben Admin Center of Excellence for Benefits Administration processes.
• Manage Dynamics 365 activities, new client setups, policy loads, changes, and renewals.
• Contribute to the development of junior staff and key business outcomes such as client retention and satisfaction.

Qualifications:

• Minimum 2 years of client service experience in employee benefits including major medical and voluntary and/or worksite benefits.
• Life, Accident, and Health Insurance License required.
• Insurance experience in managing client and carrier relationships.
• Proficient in Excel and Office 365.
• In-depth understanding of major medical, voluntary plans, and benefit industry trends.
• Strong customer service and interpersonal skills.
• Strong organizational skills and ability to manage multiple tasks.
• Excellent written and verbal communication skills.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.