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JOB TITLE: Account Manager – Employee Benefits
HOURS: Full Time
LEVEL: Salaried


The Account Manager position is one of the most crucial jobs within the organization. It directly supports the Company Owner and the Account Executive during the sales /renewal phase of business; then once the account is acquired, either assumes complete responsibility of an account or acts in a support role as needed. The goal is to always maintain an extremely positive, painless relationship between H|BC and our clients.


•Develop and maintain effective working relationships in liaison role with
insurance company service partner contacts (such as underwriters, sales and
service representatives) and client contacts.
•Proficiently know marketplace; carriers, underwriting requirements & the
benefits/services they offer.
•Keep Account Executive(s), Broker, and other team members fully informed of all important activities on client accounts.
•Participate in seminars and classes for skill and knowledge development.
•Quality check of applications, claims processing and audit enrollment
•Preparing and obtaining employee enrollment materials and present employee benefits via webinars, benefit fairs, face-to-face enrollment meetings and enroll employees in the appropriate products
•Assist in the communication of benefits in enrollment meetings, webinars with
client and insurance companies.
•Act as liaison between client and insurance companies in order to independently
resolve all service problems. Specifically, assist the client in resolving billing,
claim, eligibility, COBRA and customer service problems.
•Independently manage with input from adviser(s) and team leader employee
booklets, enrollment kits, enrollment forms, letters and checklists.
•Preparing and insuring accuracy on audits, census data and quoting.
•Make regular service/relationship calls to clients.
•Preparation of reports deemed necessary by the team leader and or broker.
•Keep all information on accounts accurate and up to date.
•Communicate to our clients “Our Value Added Service”.


To perform this job successfully, an individual must be able to perform each essential
duty satisfactorily. The requirements listed below are representative of the knowledge,
skill and/or ability required.

Prefer Bachelor’s degree or at least an Associate’s degree or equivalent from two-year College or technical school. High School diploma or equivalent is required. Prefer a minimum of five years related industry experience and/or training.

•LANGUAGE SKILLS: Thorough knowledge of or ability to learn Employee Benefits insurance. Ability to read, analyze and interpret industry policies and contract documents. Ability to respond to common inquiries or complaints from customers or carriers. Ability to write and prepare proposals for presentation and review. Ability to write professional letters to insured’s and carriers. Ability to effectively present
information to insured’s and carriers. Excellent oral and written communication
skills, command of the English language; bilingual Spanish a plus.

•MATHEMATICAL SKILLS: Ability to apply basic mathematical concepts such
as percentages, adding, subtracting, multiplying an d division. Ability to apply
mathematical operations to required tasks.

•REASONING ABILITY: Ability to define problems, collect data, establish facts,
and draw valid conclusions.

•CERTIFICATES, LICENSES, REGISTRATIONS: Maintain a current Texas Life & Health insurance license.

o Proficient in Microsoft Word, Excel, PowerPoint, Publisher, Outlook and
Adobe and able to use multiple technology devices
o Ability to perform duties in a high-pressured, fast-paced, always changing environment.
o High degree of critical thinking, organizational and decision making skills
as well as a high degree of initiative and attention to detail.
o Ability to determine work priorities and remain flexible as needs and
priorities change.
o Professional telephone skills and etiquette.
o Strong written and verbal communication skills.
o Self-motivated and ability to work independently with limited supervision
or within a group or team.

The above statements are intended to be a representative summary of the major and
responsibilities performed by incumbents of this job. The incumbent’s maybe requested
to perform job-related tasks other than those stated in this description.


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4325 Elm St Suite 200 Dallas TX 75226