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Account Manager - Employee Benefits Insurance

Company: AssuredPartners of Texas
Location: Carrollton
Posted on: July 12, 2021

Job Description:

Leading Insurance Company, AssuredPartners of Texas, is seeking an Employee Benefits Account Manager to add to their Employee Benefits team!


Salary: Competitive salary + bonus potential and full benefits (health, dental, vision, 401k, PTO and more)

Office Location: In-office role at 500 N Central Expressway, Suite 550, Plano, TX 75074

Work Hours: Monday through Friday 8 AM to 5 PM CST (full-time exempt)


AssuredPartners of Texas has Excellent Benefits, including:

  • 401K + match
  • Dental, Medical, Vision Insurance
  • HSA and FSA options
  • Employer-paid life insurance, Voluntary life insurance, Employer-paid short-term and long-term disability insurance
  • Paid time-off, Paid holiday


Employee Benefits Account Manager Role Summary:  

The Employee Benefits Account Manager will work collaboratively with the Employee Benefits Account Executive and the Producer as the dedicated point of contact for clients.  


Essential Duties and Responsibilities of Employee Benefits Account Manager: 

Manages day-to-day service for clients including customer claims, billing, eligibility, and service issues. Properly sets expectations for issue resolution, monitors progress and communicates outcomes. Updates Applied Epic in a timely manner including updates to on-going activity.  

  • Conducts quarterly service status calls to the assigned book of business clients
  • Conducts implementation activities for new and existing clients by attending implementation meetings with the Account Executive

  • Oversees installation of the group or renewal/assists in completion and processing of applications

  • Schedules, prepares for, and conducts open enrollment meetings

  • Collects forms/data/schedules for regulatory compliance

  • Finalizes enrollment with carrier and Reports results to the Account Executive and Producer

  • Computer Skills - Should have knowledge of agency management software; internet software; spreadsheet software, PowerPoint, word processing software, and Microsoft Outlook

  • Updates Agency management system (Applied Epic) within thirty days after sale or renewal (plan changes, rate acceptance, etc.)


Skills and Qualifications of Employee Benefits Account Manager: 

  • 2-3+ years of account management experience in Employee Benefits

  • Knowledge of self-funded, level-funded and full-insured required

  • Experience with 50-500+ life groups required (mid to large client groups)


Education and/or Experience of Employee Benefits Account Manager:

  • College degree or experience equivalent


Certificates, Licenses, Registrations of Employee Benefits Account Manager:

  • Active TX State Health & Life License is required     


About AssuredPartners of Texas:

AssuredPartners of Texas is a fast-growing, full-service Employee Benefits, HR Outsource, and Property/Casualty Insurance Agency located in north TX. Website:

AssuredPartners of Texas is a Texas-based insurance broker, outsourcing service provider, and consulting firm that leverages its innovative processes and unique team member abilities to educate businesses, employers, individuals, and families on insurance, so they are empowered to take personal responsibility for protecting the important things in their lives. 

We care about people. We are not perfect, but we genuinely try to live out our core values and work hard to be a great place for contributors to build their careers.  This includes a competitive salary, bonus opportunities, and an attractive benefits offering.  Equally, if not more important to most, is the track record of growth we have consistently experienced, the fun we have while working hard and winning, and the quality of the people we get to serve with and serve. To get an inside look at our team and culture, please visit us on Facebook at



Keywords: AssuredPartners of Texas, Carrollton , Account Manager - Employee Benefits Insurance, Other , Carrollton, Texas

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