About the Role
The Employee Benefits Account Manager opening with an independent insurance broker’s Dallas office offers clients a diversified portfolio of property and casualty and health and welfare services. As a client service manager in the benefits division, you partner closely with the sales team to handle a book of mid-sized clients with fully insured and self-funded plans.
Duties & Responsibilities
Here’s a little bit about what you can expect at your desk each day:
- Marketing cases (fully insured and self-funded)
- Daily customer service requests
- Employee meetings
- Renewal prep and marketing
- In-person client meetings to review current programs, assist with sales presentations, and conduct open enrollments
Skills & Experience
- At least three (3) years of health and welfare insurance industry experience handling client service, benefits administration, and more
- State insurance license