Account Manager

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.

• 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 (Plan Year, 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.

• 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 Plan Year, 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.

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.

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.