Texas Licensed Account Manager

Job Summary

Managing a portfolio of small group clients, the full-time Texas Licensed Account Manager will provide customer service, support Producer-led new business efforts, and ensure client satisfaction while working remotely.

Key responsibilities

• Service 1 - 99 life in force groups and manage relationships to ensure client retention
• Conduct client meetings, coordinate open enrollments, and address benefit coverage inquiries
• Review renewals, negotiate with markets for premium concessions, and implement new carrier plans

Required qualifications

• Bachelor's degree or equivalent combination of education and experience
• Five (5) or more years of related work experience
• Valid insurance license with Continuing Education requirements for renewal
• Competent experience with California GA quoting engines
• Thorough understanding of small group market products and underwriting guidelines