Senior Account Manager – Group Benefits

Role Overview

• Serve as a primary contact for assigned key employer group clients for issue resolution, reporting requests, and renewal preparation.
• Build and maintain strong working relationships with client contacts and broker partners.
• Proactively communicate with clients regarding account status, policy updates, and renewal timelines.
• Coordinate with internal teams and external TPA partners to facilitate smooth client interactions and service delivery.
• Collaborate with Underwriting and TPAs to complete policy change requests and prepare client renewal packages.
• Monitor account performance and proactively identify opportunities for account growth or administrative process improvement.
• Prepare and distribute client reports, and create stewardship presentations illustrating account progress, goals, and quarterly initiatives.
• Maintain accurate and up-to-date account records and documentation in Salesforce.
• Act as a point of escalation for complex client issues requiring coordination across multiple departments and partners.
• Identify recurring client issues and trends to support continuous service improvements.
• Provide training and guidance to Account Managers I and II as needed.

Requirements

• Bachelor's degree in marketing, business administration, sales, or a related field preferred.
• 5+ years of related experience in insurance, benefits administration, or client services.
• Previous exposure to insurance, employee benefits, or B2B account management strongly preferred.
• In-depth understanding of group insurance products and administrative concepts.
• Strong verbal and written communication skills with a professional, client-facing demeanor.
• Excellent organizational and time management abilities; able to manage multiple tasks and deadlines simultaneously.
• Strong attention to detail and accuracy, particularly in data management and client documentation.
• Self-motivated with leadership and mentorship abilities; requires little oversight.
• Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
• Familiarity with Salesforce is preferred but not required.

Benefits

• Competitive compensation designed to reflect your expertise and contribution.
• Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for assistance with mental health, stress management, and work-life balance.
• Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
• Discounted Texas Rangers tickets for a proud visit to Globe Life Field.