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

Job description

• CoVerica is seeking an experienced Senior Benefits Account Manager to serve as a senior-level resource for our Benefits team while helping lead, mentor, and develop Benefits Account Managers. This role combines hands-on employee benefits account management, producer support, client service, operational oversight, and team leadership.
• The ideal candidate is a seasoned employee benefits professional who understands the complexities of the industry, builds strong relationships with clients and producers, and enjoys helping others succeed. This person will serve as a key liaison between the Benefits Account Management team, Producers, clients, carriers, vendors, and agency leadership.
• This is an excellent opportunity for a highly experienced benefits professional who is ready to take on greater leadership responsibility while remaining actively involved in complex accounts, renewals, new business, and strategic client service.
• This is more than a traditional Benefits Account Manager position. As a Senior Benefits Account Manager, you'll have the opportunity to combine your technical benefits expertise with leadership, mentorship, and strategic influence.
• You'll play an important role in strengthening client relationships, supporting Producers, developing the next generation of Benefits Account Managers, and helping CoVerica continue to deliver an exceptional experience for its clients.
• If you're an experienced employee benefits professional who is ready to take the next step into a senior leadership role, we'd love to hear from you.

Responsibilities

• Team Leadership & Development
• Provide day-to-day leadership, mentorship, coaching, and support to Benefits Account Managers.
• Foster a collaborative, accountable, and high-performing team culture.
• Serve as a senior resource for complex client service issues, escalations, and problem-solving.
• Assist with onboarding, training, and professional development of Benefits Account Managers.
• Monitor team workloads and resource allocation to help ensure service standards and client expectations are consistently met.
• Conduct quarterly performance and development conversations focused on KPIs, productivity, processes, and professional growth.
• Help team members develop best practices and continuously improve their technical and client service skills.
• Client Relationship & Account Management
• Serve as a senior-level resource for employer clients regarding health and employee benefits inquiries, claims, coverage, and service needs.
• Build and maintain strong, trusted relationships with clients and key decision-makers.
• Provide technical benefits support to clients and Producers.
• Help resolve complex client issues and ensure concerns are addressed promptly and professionally.
• Monitor client satisfaction and proactively identify opportunities to improve service and retention.
• Support the team in delivering consistent, high-quality service throughout the client lifecycle.
• Producer Partnership & Business Development Support
• Serve as a primary liaison between Benefits Account Managers and Benefits Producers.
• Build strong working relationships with Producers to ensure alignment on client needs and expectations.
• Support Producers with new business quoting, carrier and vendor interactions, submissions, and account strategy.
• Assist with renewal planning and marketing of new and renewal accounts.
• Help Producers retain existing business and identify opportunities for account expansion and growth.
• Participate in regular discussions regarding client strategy, renewal planning, service performance, and business development opportunities.
• Benefits Administration & Technical Support
• Oversee and support accurate benefits enrollment and eligibility information within HRIS and benefits administration systems.
• Conduct and oversee data audits and reconciliations to maintain data integrity, accuracy, and compliance.
• Support open enrollment administration, testing, communications, and reporting.
• Assist with enrollments, eligibility updates, billing, carrier payments, and policy changes.
• Coordinate with carriers, vendors, independent TPAs, and internal teams to resolve issues and support client needs.
• Complete testing related to benefits processes, reporting functionality, system updates, enhancements, and provider implementations.
• Maintain a strong understanding of employee benefits compliance requirements and industry practices.
• Operational Excellence
• Develop and maintain workflows, processes, and best practices that improve team efficiency and client service.
• Monitor team productivity, service metrics, quality standards, and compliance with established procedures.
• Identify trends and recommend process improvements that enhance the client and employee experience.
• Support quality assurance initiatives and documentation standards.
• Partner with agency leadership on strategic initiatives, departmental goals, organizational changes, and communications.
• Communicate team performance, operational challenges, client trends, and development opportunities to leadership.

Requirements

• 5+ years of employee benefits experience; 10+ years preferred.
• Strong knowledge of employee benefits products, carrier relationships, and industry practices.
• Experience working with benefits Producers and sales teams.
• Strong understanding of client service, renewals, and benefits administration.
• Life & Health Insurance License or ability to obtain and maintain one.
• Strong knowledge of benefits compliance requirements.
• Excellent written and verbal communication skills.
• Strong organizational and project management abilities.
• Proficiency with Microsoft Office, including Excel and Word.
• Familiarity with agency management, CRM, and benefits administration systems.
• Previous team leadership, supervisory, or mentoring experience.
• Experience with self-funded and level-funded unbundled plans.
• Experience working with independent TPAs.
• Experience with systems such as Salesforce, AMS360, EPIC, or similar platforms.
• Strong carrier and market knowledge.

Skills

Preferred

• Experience working with independent TPAs
• Strong carrier and market knowledge

Benefits

• Positive Work Culture
• 401(k) matching
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Vision insurance
• Wellness resources
• Training & development
• Compensation: $80,000.00 - $85,000.00 per year