Employee Benefits Senior Account Manager

Hoops HR is seeking an Employee Benefits Senior Account Manager for a leading insurance agency to join their team!

• Salary: Competitive salary with bonus potential plus full benefits
• ​Office Location: Plano, TX. Hybrid -3 days in-office, 2 days work from home
• Work Hours: Monday through Friday 8 AM to 5 PM CST 
• Our Awesome Benefits:
  • Generous Paid-Time Off including 15 PTO/vacation days annually starting, plus 10 paid holidays and 5 paid sick days
  • 401K + employer match
  • Medical, Dental, and Vision Insurance with HSA and FSA options
  • Pet Insurance
  • Fitness Center Discounts
  • Employer-paid life insurance and disability
  • Voluntary benefits (such as critical illness and accident insurance)
  • Travel reimbursement
  • Tuition Reimbursement
  • Employee Referral Program
  • Opportunities for growth and promotion up to leadership level
  • And so much more!

The Employee Benefits Senior Account Manager​ Role Overview:

The Senior Account Manager is responsible for providing comprehensive account support to a client or group of clients, with limited direction from a more senior team member. The Senior Account Manager has strong product knowledge and is familiar with products offered by carriers. In addition, the Senior Account Manager acts as a mentor and leader for more junior team members.  Over time, the autonomy of the Senior Account Manager should increase as advanced knowledge and proficiency develops.

The Ideal Candidate

• You enjoy working autonomously with some guidance from more senior experts
• You enjoy forming relationships with clients and leveraging your technical knowledge to deliver excellent comprehensive customer support
• You are skilled in mentoring and guiding others, and enjoy helping more junior team members grow

If this sounds like you, we invite you to keep reading and apply! 

Employee Benefits Senior Account Manager​ Essential Duties and Responsibilities​:

Please note that the duties below can vary based on the workflow of your local office. 

• Client Support
  • May be first point of contact on some accounts; supports in delivering service to book of business.
  • Provides renewal and proposal presentations for delivery to clients including regulatory information for compliance and enrollment guidelines.
  • Guides clients through the renewal process, which may include requesting renewal exposures, submitting requests to carriers based on renewal timetable.  
• Account Management 
  • Reviews and supports in enrollment, benchmarking, financial and utilization data based on financial review standards.
  • Identifies opportunities for adding other lines of coverage or services.
  • Processes or oversees process of change request, certificates of insurance, account summaries, proposals, policies, and account balance status as needed.
• Insurance Expertise
  • Maintains relationships with internal and external business partners and carriers.
  • May be responsible for analyzing market trends and advising clients on changes to policies.
  • May be responsible for assisting Producers with marketing campaigns
  • Seeks opportunities to increase knowledge of insurance contracts, carrier underwriting guidelines, and coverage options.
• Leadership
  • Provides mentoring and guidance to junior team members, such as Account Coordinators.
• Other duties as assigned

Employee Benefits Senior Account Manager​ Requirements​:

• Minimum 5+ years of related experience within an Employee Benefits insurance brokerage, medical TPA, or medical carrier with experience in all levels of servicing
• Minimum 2+ years of experience operating at an Employee Benefits Account Manager level or higher
• Must understand fully insurance, level-funded, and self-funded accounts
• Active TX State Life and Health License required
• Working knowledge of available employee benefits coverages based on business and industry
• Demonstrated problem solving and solution-design skills; strong written and verbal communication skills 
• Proficient at rapid prioritization and time management
• Highly proficient in use of Microsoft Office including spreadsheet (Excel) and presentation software (PowerPoint)
• Proficient in use of agency management software (Epic and/or BenefitPoint ideal); able to quickly learn new systems

EEOC Statement
We are committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. We are bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!