Account Manager — Employee Benefits

HALL Park, Frisco, TX

A growing, dealer-focused financial services firm is seeking an organized, client-focused professional to join its Employee Benefits team. The ideal candidate will have a strong understanding of employee benefits, excellent communication and organizational skills, and a passion for delivering exceptional client service.

The Account Manager will serve as the day-to-day service partner for a portfolio of dealership clients, supporting benefit programs from implementation through renewal while working closely with senior leadership, carriers, and vendor partners to ensure a smooth client experience.

This is an opportunity to join a collaborative, high-accountability environment for someone who takes ownership and is committed to building long-term trusted relationships with clients.

Responsibilities

• Serve as the primary day-to-day service contact for assigned clients across implementation, renewals, open enrollment, and ongoing support — including tracking and progressing each client's defined goals.
• Support new client onboarding by coordinating with incumbent carriers, gathering takeover information, preparing internal new business documentation, and confirming carrier appointment and licensing requirements are met.
• Oversee the renewal process, including gathering census and claims data, preparing materials, and supporting carrier negotiations in conjunction with defined strategies from senior leadership.
• Support the RFP process by building and maintaining spreadsheet comparisons of carrier proposals and validating accuracy against client objectives.
• Prepare draft proposals, contribution modeling, and plan design materials (e.g., HRA impact) for senior review.
• Support compliance and ACA-related tasks, including affordability data gathering, PCORI fee tracking, and assistance with A and B penalty modeling.
• Coordinate and help facilitate open enrollment, including preparing materials and supporting meetings virtually or in person.
• Set up and manage eligibility processes, supporting clients through internal resources, carrier portals, and/or enrollment platforms.
• Process day-to-day service requests, including eligibility changes, claims and billing issues, and member questions — escalating as appropriate.
• Stay current on carrier offerings, vendor solutions, industry trends, and legislative updates.
• Maintain working knowledge of internal client management systems (PlanYear, Employee Navigator, Monday, or other defined platforms) and serve as the primary party responsible for keeping client data up to date.
• Consistently follow established client service workflows, engaging internal resources appropriately and escalating issues when necessary.
• Provide no less than one weekly written communication to each client, updating them on progress toward goals and status updates for that week.
• Build and maintain strong working relationships with clients, carriers, partners, and internal team members.
• Support teammates and act as a backup resource as needed.

Experience & skills

• 3–5 years of experience in a broker environment, Employee Benefits Account Manager role, or Human Resources benefits role.
• Solid working knowledge of medical, dental, vision, and ancillary benefit programs.
• Working knowledge of ACA/ALE regulations, including COBRA, HIPAA, Section 125, Wrap Documents, and Form 5500 requirements.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Experience with PlanYear, Employee Navigator, HRIS platforms, and carrier EDI processes is a plus.
• Highly detail-oriented, organized, and able to manage multiple priorities with a sense of urgency.
• Strong problem solver with a service mindset and the ability to communicate clearly and confidently.
• Team-oriented professional who builds rapport, trust, and credibility with clients and colleagues alike.

Work environment

This is a fully in-office position located at HALL Park in Frisco, TX — one of North Texas's premier mixed-use campuses. Candidates must be local or willing to relocate prior to start.

About this opportunity

This firm operates across Finance & Insurance, Property & Casualty, and Employee Benefits — partnering with forward-thinking dealer groups nationwide. The work is data-driven and results-focused, with a culture built on autonomy, accountability, and genuine collaboration.