Senior Benefits Account Manager

Benefits:

• Positive Work Culture
• 401(k) matching
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Profit sharing
• Vision insurance
• Wellness resources
• Training & development

Lead a High-Performing Benefits Team While Delivering Exceptional Client Service

CoVerica is seeking an experienced Senior Benefits Account Manager to serve as a senior-level resource for our Benefits team while helping lead, mentor, and develop Benefits Account Managers. This role combines hands‑on employee benefits account management, producer support, client service, operational oversight, and team leadership.

The ideal candidate is a seasoned employee benefits professional who understands the complexities of the industry, builds strong relationships with clients and producers, and enjoys helping others succeed. This person will serve as a key liaison between the Benefits Account Management team, Producers, clients, carriers, vendors, and agency leadership.

This is an excellent opportunity for a highly experienced benefits professional who is ready to take on greater leadership responsibility while remaining actively involved in complex accounts, renewals, new business, and strategic client service.

CoVerica is a Dallas-based independent insurance agency offering a comprehensive range of personal, commercial, life, and health insurance solutions. The company has been recognized with the Best Practices Agency Award ten consecutive times from the Independent Insurance Agents & Brokers of America, an honor awarded to only a small percentage of insurance agencies nationwide.

Our team is committed to delivering exceptional service, building strong client relationships, and continually improving how we serve our clients and support our people.

• Provide day-to-day leadership, mentorship, coaching, and support to Benefits Account Managers.
• Foster a collaborative, accountable, and high-performing team culture.
• Serve as a senior resource for complex client service issues, escalations, and problem-solving.
• Assist with onboarding, training, and professional development of Benefits Account Managers.
• Monitor team workloads and resource allocation to help ensure service standards and client expectations are consistently met.
• Conduct quarterly performance and development conversations focused on KPIs, productivity, processes, and professional growth.
• Help team members develop best practices and continuously improve their technical and client service skills.

• Serve as a senior-level resource for employer clients regarding health and employee benefits inquiries, claims, coverage, and service needs.
• Build and maintain strong, trusted relationships with clients and key decision-makers.
• Provide technical benefits support to clients and Producers.
• Help resolve complex client issues and ensure concerns are addressed promptly and professionally.
• Monitor client satisfaction and proactively identify opportunities to improve service and retention.
• Support the team in delivering consistent, high-quality service throughout the client lifecycle.

• Serve as a primary liaison between Benefits Account Managers and Benefits Producers.
• Build strong working relationships with Producers to ensure alignment on client needs and expectations.
• Support Producers with new business quoting, carrier and vendor interactions, submissions, and account strategy.
• Assist with renewal planning and marketing of new and renewal accounts.
• Help Producers retain existing business and identify opportunities for account expansion and growth.
• Participate in regular discussions regarding client strategy, renewal planning, service performance, and business development opportunities.

• Oversee and support accurate benefits enrollment and eligibility information within HRIS and benefits administration systems.
• Conduct and oversee data audits and reconciliations to maintain data integrity, accuracy, and compliance.
• Support open enrollment administration, testing, communications, and reporting.
• Assist with enrollments, eligibility updates, billing, carrier payments, and policy changes.
• Coordinate with carriers, vendors, independent TPAs, and internal teams to resolve issues and support client needs.
• Complete testing related to benefits processes, reporting functionality,…