Associate Account Manager

Warner Pacific Insurance Services

Associate Account Manager responsible for managing client accounts and delivering benefit solutions. Collaborating with clients, brokers, and carrier partners for exceptional service and support.

Posted 4/25/2026full-timeTexas • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $36 per hourWebsite

About the role

Key responsibilities & impact

Oversee a portfolio of accounts to ensure departmental production standards are met, maintaining accuracy while managing multiple renewal cycles simultaneously.
Collect and review detailed census and client information, including employee census data, group details and client preferences, to develop tailored renewal strategies.
Facilitate open enrollment by coordinating with group administrators, processing enrollment changes, submitting updates to carriers, and confirming accurate carrier processing.
Effectively coordinate and manage client accounts with Co-Broker arrangements, if applicable.
Utilize various Customer Relationship Management (CRM) platforms such as Salesforce, BenefitPoint, Broker Builder, EPIC and internal systems to track renewals, upsells and pending/completed cases, as well as accurately track Co-Broker commission splits to ensure all data is up to date and reflective of current agreements.
Generate competitive renewal analyses for medical, dental, vision, and ancillary products to provide clients with informed plan options.
Develop customized marketing analysis based on client specific needs to optimize benefit offerings.
Perform related responsibilities and additional tasks as needed to support team and business operations.
Communicate with clients, brokers, and sales consultants to gather necessary employee information and renewal details.
Provide clear explanation of renewal benefit offerings, premium costs, contributions, and employee options.
Collaborate with the client, case installation, and new business teams to support the new business.
Assign back-up for assigned Account Manager, as needed.
Assist team members and departments as necessary.

Requirements

What you’ll need

Minimum of a high school diploma or equivalent; advanced education or degree preferred.
A minimum of 2 years prior experience as an Account Manager in Group Health Insurance Industry or a combination of education and prior insurance experience that would provide an equivalent background in terms of insurance knowledge and experience.
Must hold and maintain Life & Health License by timely renewing licenses and completing all required Continuing Education courses.
Knowledgeable employee benefits products such as (group health, dental, vision, life, and worksite)
Intermediate proficiency in using Microsoft Office suite required and CRM systems (Salesforce, BenefitPoint), Ease, and Employee Navigator preferred.
Possesses strong verbal and written communication skills to clearly convey information and respond professionally to client inquiries.
Demonstrates strong interpersonal skills and a customer-first mindset. Able to handle routine client interactions with professionalism and responsiveness.
Strong analytical and problem-solving skills and attention to detail.
Adept at managing multiple tasks and prioritizing in a fast-paced environment.
Capable of working independently and collaboratively with own and other teams.

Benefits

Comp & perks

Health insurance
401(k) + match
Paid holidays
Paid Time Off
Short- and long-term disability benefits
Life insurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementrenewal strategiescompetitive renewal analysisemployee benefits productsanalytical skillsproblem-solving skillsattention to detailtask managementcustomer service

Soft Skills

verbal communicationwritten communicationinterpersonal skillscustomer-first mindsetprofessionalismresponsivenesscollaborationindependenceprioritization

Certifications

Life & Health License