Texas Licensed Account Manager

Job Summary

Managing a high-volume portfolio of small group employer accounts, the full-time Texas Licensed Account Manager will provide day-to-day client service, coordinate support across internal teams, and serve as the primary point of contact while working remotely.

Key responsibilities:

• Serve as the primary contact for assigned clients, managing service needs via phone and email
• Build and maintain strong relationships with clients and carriers through proactive outreach and virtual meetings
• Handle client service issues with urgency, ensuring resolution by collaborating with internal operations teams

Required qualifications:

• Associate's degree preferred; minimum of two years of experience in small group employee health benefits or a related insurance environment
• Insurance Producer's License required
• Solid understanding of small group insurance products and compliance requirements including ERISA and COBRA
• Knowledge of carrier submission requirements for new business and renewals
• Familiarity with plan design for medical, dental, vision, life, STD, and LTD coverage