Description
Carroll Insurance Agency is seeking an experienced, detail-oriented Account Manager to join our Health & Benefits team. This position is responsible for managing an assigned portfolio of employee benefits clients, building strong relationships, and ensuring a high level of service throughout the year.
We’re looking for someone who takes ownership of their accounts, communicates proactively, manages deadlines effectively, and enjoys working collaboratively to deliver a great client experience.
Requirements
What You’ll Do
· Serve as the primary point of contact for assigned employer groups, building and maintaining strong client relationships.
· Manage the renewal process from initial preparation through implementation, including carrier negotiations, benefit comparisons, and renewal presentations.
· Coordinate Open Enrollment activities, employee communications, benefit administration platforms, and carrier implementations.
· Proactively identify client needs, address service concerns, and support account retention.
· Review benefit plans, rates, enrollment materials, and documentation accuracy.
· Work closely with Producers, carriers, vendors, and internal team members to resolve issues and deliver effective solutions.
· Provide direction and delegate responsibilities to supporting team members while maintaining overall accountability for assigned accounts.
· Assist clients with benefit administration questions and coordinate compliance-related resources as needed.
· Maintain accurate account records and follow established workflows and departmental timelines.
What We’re Looking For
· 3+ years of employee benefits account management or related brokerage experience preferred.
· Active Texas General Lines – Life & Health insurance license.
· Strong knowledge of group medical, dental, vision, life, disability, and voluntary benefits.
· Experience with fully insured and level-funded benefit plans preferred.
· Experience with Employee Navigator or similar benefits administration platforms preferred.
· Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams.
· Strong organizational, communication, and problem-solving skills.
· Excellent attention to detail and the ability to manage multiple accounts and competing deadlines.
· A proactive, service-oriented approach with a strong sense of accountability and follow-through.
Why Carroll?
Founded in 1980, Carroll Insurance Agency is a multigenerational, independent insurance agency committed to providing exceptional service and building lasting relationships with our clients.
Our success is rooted in the expertise of our team, the relationships we build, and our core values of Honesty, Attitude, and Purpose.
We value individuals who take initiative, support their colleagues, and are committed to continuous improvement. If you’re looking for an opportunity to contribute to a collaborative team while continuing to develop your career in employee benefits, we’d love to hear from you.
Apply today to join the Carroll Insurance Agency team!
***This is not a remote position***
All applicants must be authorized to work in and currently reside in the United States.
NO AGENCIES OR 3RD PARTY INQUIRIES
Skills Required
- 3+ years of employee benefits account management or related brokerage experience
- Active Texas General Lines Life and Health insurance license
- Strong knowledge of group medical, dental, vision, life, disability, and voluntary benefits
- Experience with fully insured and level-funded benefit plans
- Experience with Employee Navigator or similar benefits administration platforms
- Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams
- Strong organizational, communication, and problem-solving skills
- Excellent attention to detail and ability to manage multiple accounts and competing deadlines
- Proactive, service-oriented approach with accountability and follow-through
- Authorization to work in the United States
- Current residence in the United States
What We Do
Carroll Insurance Agency assists businesses and individuals in managing and protecting their assets. We help our clients navigate an ever evolving environment around all types of business and personal insurance and related risk management products and practices. For businesses we act as an integrated partner to develop the right risk management strategy. We provide business insurance, employee benefits, and other risk management products and services in a consultative approach that allows companies to make informed and effective decisions around protecting their own assets. In providing property and casualty insurance we work with numerous carriers to find the right solutions for specific needs. We also leverage strategic carrier relationships that allow us to offer improved terms, conditions and pricing that benefit our clients. Our major commercial service areas include: - Business Insurance - Health and Benefits - Bonding services - Risk management consulting For individuals we function as an advisor to help manage and protect individual physical and financial assets. Our personal risk management professionals assist with: - Personal insurance - Life and estate planning Contact Carroll Insurance Agency for any insurance or risk management questions you may have.
