Associate Account Manager

Warner Pacific University

Associate Account Manager managing client information and insurance products for the Dallas Insurance Exchange. Requires collaboration with clients, brokers, and excellent customer service aptitude.

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

About the role

Key responsibilities & impact

Associate Account Manager is responsible for managing client information, including carrier renewals, census data, and carrier guidelines, to deliver competitive and comprehensive benefit solutions that align with client expectations.
This role also involves recommending supplemental coverage options to enhance clients' benefit programs.
The Associate Account Manager collaborates with clients, brokers, sales consultants, and carrier partners to provide exceptional service, which may also include managing Co Broker arrangements.
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.
Assist clients during the renewal selection process, including collecting new business paperwork for carrier changes or additional lines of coverage.
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.
Stay informed on benefits, plan designs, and market competition to provide accurate renewal analysis and marketing recommendations.
Monitor industry regulations and compliance standards (carrier meetings, carrier 411) to maintain up-to-date knowledge of the employee benefits market.
Respond promptly to client inquiries, acknowledging requests the same day and expected resolution timelines.
Address client questions, concerns, or adjustments regarding benefits packages, ensuring timely issue resolution.

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

We offer a range of market-competitive benefits that include merit increases, paid holidays, Paid Time Off, medical, dental, vision, short- and long-term disability benefits, 401(k) + match, and 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 detailcustomer service

Soft Skills

verbal communicationwritten communicationinterpersonal skillscustomer-first mindsetprofessionalismresponsivenesstime managementcollaboration

Certifications

Life & Health License