Experienced Benefits Account Manager
About The Position
CoVerica is seeking an Experienced Benefits Account Manager to join their growing Employee Benefits team in Dallas, TX. This role is ideal for someone who enjoys working directly with business clients, thrives in a collaborative environment, and takes pride in delivering exceptional service. As a 10-time Best Practices Agency Award recipient, CoVerica is recognized nationally for operational excellence, employee development, and client service. The company invests in its people and values teamwork, integrity, and continuous improvement. The Benefits Account Manager will serve as a trusted resource for employer groups, helping them navigate their employee benefits programs while delivering exceptional service throughout the year.
Requirements
- Active Life & Health Insurance License
- Previous experience in employee benefits, group health insurance, account management, or client service (5+ years preferred)
- Experience with benefits administration platforms, agency management systems, or CRM software such as AMS360, Epic, or Salesforce is highly preferred.
- Strong proficiency with Microsoft Office, particularly Excel, Word, and PowerPoint.
- Positive, professional, and customer-focused.
- Outstanding communication and relationship-building skills.
- Highly organized with exceptional attention to detail.
- Self-motivated with the ability to manage multiple priorities.
- Strong analytical and problem-solving abilities.
- Dependable with a strong work ethic and commitment to delivering exceptional service.
- Collaborative team player who enjoys helping both clients and coworkers succeed.
Nice To Haves
- 5+ years of experience in employee benefits, group health insurance, account management, or client service
- Experience with benefits administration platforms, agency management systems, or CRM software such as AMS360, Epic, or Salesforce
Responsibilities
- Build and maintain strong relationships with employer groups and key decision-makers.
- Respond promptly to client questions regarding health and employee benefits programs.
- Assist clients with claims issues, eligibility updates, enrollments, and policy changes.
- Process new business, renewals, and market employee benefit plans with insurance carriers.
- Support annual renewal strategy, open enrollment, and implementation activities.
- Ensure accurate benefit enrollments and maintain data integrity across benefits administration systems.
- Audit enrollment and billing information to ensure accuracy and compliance.
- Process carrier invoices and billing reconciliation.
- Collaborate with producers, carriers, and internal team members to deliver outstanding client service.
- Identify opportunities to improve processes and enhance the overall client experience.
- Stay current on employee benefits products, carrier updates, and industry regulations.
Benefits
- Positive Work Culture
- 401(k) matching
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
- Vision insurance
- Wellness resources
- Competitive compensation and comprehensive benefits package.
- Professional, collaborative, and supportive team culture.
- Opportunities for ongoing training, licensing support, and career advancement.
- Work with a diverse portfolio of business clients across multiple industries.
- Make a meaningful impact by helping employers provide valuable employee benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
