Demo

Benefits Associate

Carroll Insurance Agency
Houston, TX Full Time
POSTED ON 8/1/2026
AVAILABLE BEFORE 8/30/2026
Job Type

Full-time

Description

We are seeking a detail-oriented and tech-savvy Benefits Associate to join our Health & Benefits team. This role provides technical and administrative support with a focus on enrollment technology, carrier connectivity, reporting, billing reconciliation, compliance, and policy maintenance.

Requirements

Key Responsibilities

  • Build and maintain Employee Navigator (ENAV) for new clients, Open Enrollment, and benefit changes.
  • Manage enrollment activity, including employee additions, terminations, and Qualifying Life Events (QLEs).
  • Review carrier discrepancy reports and work with carriers and internal team members to research and resolve issues.
  • Coordinate and maintain EDI/API and 834 carrier connections.
  • Perform billing audits and prepare billing discrepancy, deduction, enrollment, and other client reports.
  • Assist with Medicare compliance and 1094 reporting.
  • Collect census, HB2015, and other required client information.
  • Maintain activities and documentation within Applied Epic.
  • Work closely with Account Managers, carriers, clients, and other Benefits team members to keep enrollment and policy information accurate and up to date.

Qualifications

  • Life & Health insurance license preferred or willingness to obtain.
  • Excellent organization and follow-through.
  • Comfortable working with data, spreadsheets, and multiple technology platforms.
  • Strong problem-solving skills and the ability to research discrepancies through resolution.
  • Professional written and verbal communication skills.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Previous employee benefits, insurance, HR administration, billing, or related experience preferred.
  • Employee Navigator and/or Applied Epic experience is a plus.
  • Experience with EDI/API/834 carrier connections is a plus.

***This is not a remote position***

All applicants must be authorized to work in and currently reside in the United States.

NO AGENCIES OR 3RD PARTY INQUIRIES

Salary.com Estimation for Benefits Associate in Houston, TX
$65,053 to $82,509
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