Benefits Account Manager
Howard D. Crissey & Associates Agency Inc, Dallas, TX, United States
Overview
A small, family‑owned, independent insurance agency (est. 1973) is seeking to hire an Employee Benefits Account Manager to support both new and existing clients. This is a fully in‑office position based in Dallas (75225) that involves day‑to‑day management of client accounts, ensuring high‑quality service, accurate administration, and a seamless benefits experience for both employers and their employees. Key Responsibilities
Serve as the primary day‑to‑day contact for client questions and ongoing service requests. Manage timelines for renewals, open enrollment, new group onboarding, and ongoing service requests. Proactively track and follow up on outstanding items such as census data, forms, and decisions. Prepare, review, and submit group insurance paperwork accurately and on time. Handle incoming client calls and email requests while continuing to make progress on active work. Communicate with insurance carriers, clients, and team members to resolve issues efficiently (for example: eligibility changes, billing questions, and claim issues). Maintain accurate and up‑to‑date client records in our internal CRM system (AgencyBloc). Build strong, trust‑based relationships through consistent, responsive communication. Requirements
Prior tenure experience in account management, client service, or administrative sales assistant. Proficiency in Microsoft Office (Word, Excel, and Outlook). Insurance or health benefits experience is a plus, but not required. Experience working in a fast‑paced, deadline‑driven, or client‑focused environment. Ability to provide work‑related professional references. Preferred Skills to be successful
Highly organized
– with strong follow‑through, naturally tracking details and deadlines. Proactive
– not reactive, track, follow up, and complete tasks by required deadlines. Strong communicator
– clear, professional, and comfortable making follow‑up calls to clients. Adaptable & Resourceful
– ability to shift between tasks, manage competing priorities, and handle interruptions. Work Environment
This role is 100% in‑office, five days a week, at our Dallas location (75025). You’ll work closely with clients, carriers, and team members throughout the day. Benefits
Comprehensive health, dental, and vision insurance Life and disability coverage 401(k) plan Paid time off (PTO) Paid national holidays Not a Good Fit
You prefer slow‑paced or highly structured environments. You struggle with interruptions or shifting priorities. You wait for directions and struggle with multitasking.
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A small, family‑owned, independent insurance agency (est. 1973) is seeking to hire an Employee Benefits Account Manager to support both new and existing clients. This is a fully in‑office position based in Dallas (75225) that involves day‑to‑day management of client accounts, ensuring high‑quality service, accurate administration, and a seamless benefits experience for both employers and their employees. Key Responsibilities
Serve as the primary day‑to‑day contact for client questions and ongoing service requests. Manage timelines for renewals, open enrollment, new group onboarding, and ongoing service requests. Proactively track and follow up on outstanding items such as census data, forms, and decisions. Prepare, review, and submit group insurance paperwork accurately and on time. Handle incoming client calls and email requests while continuing to make progress on active work. Communicate with insurance carriers, clients, and team members to resolve issues efficiently (for example: eligibility changes, billing questions, and claim issues). Maintain accurate and up‑to‑date client records in our internal CRM system (AgencyBloc). Build strong, trust‑based relationships through consistent, responsive communication. Requirements
Prior tenure experience in account management, client service, or administrative sales assistant. Proficiency in Microsoft Office (Word, Excel, and Outlook). Insurance or health benefits experience is a plus, but not required. Experience working in a fast‑paced, deadline‑driven, or client‑focused environment. Ability to provide work‑related professional references. Preferred Skills to be successful
Highly organized
– with strong follow‑through, naturally tracking details and deadlines. Proactive
– not reactive, track, follow up, and complete tasks by required deadlines. Strong communicator
– clear, professional, and comfortable making follow‑up calls to clients. Adaptable & Resourceful
– ability to shift between tasks, manage competing priorities, and handle interruptions. Work Environment
This role is 100% in‑office, five days a week, at our Dallas location (75025). You’ll work closely with clients, carriers, and team members throughout the day. Benefits
Comprehensive health, dental, and vision insurance Life and disability coverage 401(k) plan Paid time off (PTO) Paid national holidays Not a Good Fit
You prefer slow‑paced or highly structured environments. You struggle with interruptions or shifting priorities. You wait for directions and struggle with multitasking.
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