Employee Benefits Account Manager

Frost

. Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts .

Posted 11/3/2026full-timeBellaire • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client accounts, ensuring compliance with healthcare regulations such as ACA and HIPAA, and effectively communicating with clients and stakeholders. Proficient in analyzing policy information and preparing Requests for Proposals while maintaining knowledge of industry standards and regulations.

Highest-signal resume keywords

Texas General Lines Agent LicenseClient Account ManagementHealthcare Compliance KnowledgeProposal PreparationExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy AnalysisRequest for Proposal PreparationClient ConsultationInvoicing ProcessesRegulatory Research

Soft Skills

Organizational SkillsMultitaskingIntegrityCaringExcellence

Tools & Technologies

Microsoft Applications

Certifications & Qualifications

Texas General Lines Agent License: Life, Accident, Health and HMO

Industry Keywords

InsuranceHealthcareEmployee BenefitsComplianceCensus Requirements

About the role

Key responsibilities & impact

Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts
Review and analyze client/policy information to prepare Requests for Proposals
Present findings and recommendations to clients, Producers, and prospective clients
Review client certificates of coverage and other policy materials for accuracy; escalate issues to insurance carriers
Research and resolve participant-related matters
Communicate customer plan administration documentation requirements and assist customers with applicable government regulations, such as ACA and HIPAA
Maintain current knowledge of healthcare-related changes and Federal and State regulations applying to employee benefits
Counsel clients on employer-level compliance responsibilities
Oversee internal invoicing processes
Conduct client consultations and enrollment meetings on-site or at customers’ places of business
Act with Integrity, Caring, and Excellence to achieve all-win outcomes

Requirements

What you’ll need

3+ years of experience in the insurance, healthcare, or human resources field, or a Bachelor’s degree with 1+ year of related business experience
Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment
Ability to manage accounts with a revenue up to $500,000 and average annualized commissions per customer up to $10,000
Organizational skills and the ability to multitask
Excellent written and verbal communication skills
Proficient in Microsoft applications