Experienced Benefits Account Manager at CoVerica in TX-Dallas-75252

Job description

• Build Lasting Client Relationships While Making a Meaningful Impact
• Are you an organized, customer-focused professional who enjoys helping clients, solving problems, and building strong relationships? Are you looking for an opportunity to grow your career with one of the most respected independent insurance agencies in the country?
• CoVerica is seeking an Experienced Benefits Account Manager to join our 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. If you're looking for a company that invests in its people and values teamwork, integrity, and continuous improvement, we'd love to meet you.
• As a Benefits Account Manager, you'll serve as a trusted resource for employer groups, helping them navigate their employee benefits programs while delivering exceptional service throughout the year.

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.

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.

Skills

Required

• Active Life & Health Insurance License
• Collaborative team player

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
• Compensation: $80,000.00 - $85,000.00 per year