Account Manager

Account Manager – Employee Benefits

Location: Frisco, TX (On-Site)
Salary: $65,000-$75,000


Position Overview

The Account Manager will partner closely with the Producer to manage a portfolio of small business clients (typically 20–30 accounts nationwide). This role serves as the primary liaison between clients and insurance carriers, ensuring seamless communication, competitive market placement, and high-quality service delivery throughout the renewal lifecycle.

Key Responsibilities

• Manage and support a book of small business accounts across the U.S.
• Act as the main point of contact with insurance carriers, including marketing accounts and negotiating rates for renewals
• Prepare and maintain detailed spreadsheets for quoting, renewals, and financial analysis (heavy Excel usage required)
• Develop client-facing materials, including PowerPoint presentations and open enrollment communications
• Assist in creating and maintaining benefit booklets and enrollment materials
• Support the renewal process, including gathering data, preparing proposals, and coordinating timelines
• Collaborate with internal teams and the Producer to deliver proactive client solutions
• Participate in or learn the RFP process as needed

Qualifications

• 3–5 years of experience in a similar role within an insurance brokerage or employee benefits environment, or in a Human Resources/Benefits role
• Prior broker experience strongly preferred
• Strong knowledge of employee benefits, including medical, dental, vision, and ancillary lines

Required Knowledge & Skills

• Comprehensive understanding of relevant regulations and compliance requirements, including:
  • Affordable Care Act (ACA)
  • COBRA
  • HIPAA
  • Section 125
  • Wrap Documents
  • Form 5500 requirements
• Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint), with a strong emphasis on Excel
• Familiarity with Employee Navigator, HRIS platforms, and EDI processes with carriers is a plus
• Highly detail-oriented, organized, and able to manage multiple priorities with a sense of urgency
• Strong problem-solving skills and ability to think proactively
• Excellent communication and interpersonal skills
• Team-oriented with a “servant leader” mindset
• Ability to build rapport, confidence, and trust with both internal teams and external partners

Key Attributes

• Strong communicator and relationship builder
• Self-starter with high accountability
• Adaptable and eager to learn new processes (including RFPs)
• Client-focused with a commitment to service excellence