Benefits Account Manager

4 months ago


Addison, United States Delta Dallas Full time

New Business Benefits Account Manager - Dallas, TX


Do you have experience as a Benefits Account Manager within a brokerage environment? Would you like to join an organization that is growing by leaps and bounds If so, let's connect The company offers a competitive salary plus annual bonus, hybrid work schedule and a casual work environment This specific position REQUIRES full health & life account management experience within a BROKERAGE environment. Candidates outside of this experience will not be considered for the role.


  • The Account Manager will assist in onboarding new clients and will maintain the accounts
  • Prepare material for open enrollments, conduct open enrollments
  • Will be the communicator between the employees and carriers
  • Respond to email inquiries and incoming calls from client's employees
  • Will manage reporting and programs/plans through Excel spreadsheets
  • Will work with the Sales Rep on the RFP process for potential clients - gather information regarding carriers, benefit plans etc.
  • May travel for open enrollment (this is not a requirement)



To qualify for this role, you must possess the following:

  • Degree preferred
  • Group 1 License preferred but not required
  • 3-5 years of experience as a Benefits Account Manager
  • Experience transitioning fully funded clients to self funded insurance programs is required
  • Needs to have understanding of ADA, COBRA, ACA, HIPPA, 5500 requirements, Section 125
  • Must be proficient in Excel
  • Experience with Employee Navigator preferred
  • Experience working in carrier systems is required
  • Must be accustomed to a client facing role; excellent communicator, servant heart, patient


Qualified candidates should submit a word formatted resume to ddavis@deltadallas.com.



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