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Client Account Manager

Job in Plano, Collin County, Texas, 75086, USA
Listing for: ViziRecruiter,LLC.
Full Time position
Listed on 2026-09-20
Job specializations:
  • Business
    Client Relationship Management, Customer Success Management
  • Customer Service/HelpDesk
    Client Relationship Management, Customer Success Management
Salary/Wage Range or Industry Benchmark: 65000 - 95000 USD Yearly USD 65000.00 95000.00 YEAR
Job Description & How to Apply Below

Introduction

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

Overview

Horace Mann is seeking an experienced and client-focused Client Account Manager
to serve as the primary relationship and service partner for assigned employer clients within our Supplemental & Group
business.

In this role, you’ll manage the client relationship across onboarding, enrollment, billing, renewals, and ongoing service—working closely with payroll administrators, business managers, agents, vendors, and internal partners to deliver a seamless client experience. You’ll also bring expertise in benefit administration programs, including Section 125 plans, flexible spending accounts, health savings accounts, and voluntary benefits.

The ideal candidate is a relationship builder and problem solver who takes ownership, anticipates client needs, and knows how to navigate complex benefit administration issues from identification through resolution.

Responsibilities

Client Relationship Management & Retention

  • Serve as the primary point of contact for assigned employer clients regarding strategic and operational initiatives.
  • Develop trusted relationships with payroll administrators, business managers, and other key client contacts through consistent and proactive communication.
  • Manage required renewal and ongoing service activities to support client satisfaction and retention.
  • Partner with internal and external stakeholders to resolve inquiries, discrepancies, and escalated concerns.

Client Onboarding & Benefit Administration

  • Coordinate the onboarding of new
    Section 125 clients
    , including coordination of transitions from existing providers.
  • Complete service agreements and facilitate enrollment activities.
  • Ensure
    Health Equity
    setup is accurate for applicable products and service fees.
  • Provide support across benefit administration programs, including:
    • Section 125 plans
    • Flexible Spending Accounts (FSAs)
    • Health Savings Accounts (HSAs)
    • Voluntary benefit programs
    • Benefit administration enrollment systems
  • Process changes resulting from Open Enrollment and qualifying events throughout the year within applicable operating systems and client accounts.

Enrollment, Billing & Account Management

  • Deliver accurate and timely enrollment files to clients and vendors.
  • Monitor and maintain enrollment and billing activity, including premium reconciliation, adjustments, and discrepancy resolution.
  • Ensure applicable Section 125 fees are invoiced monthly to school clients.
  • Communicate clearly and professionally with payroll administrators and policy payors regarding enrollment, billing, reconciliation, and required follow-up.

Partnership & Issue Resolution

  • Partner with agents, vendors, and internal departments to provide high-quality service and timely support.
  • Serve as a liaison with
    Health Equity
    , coordinating across partners to respond to inquiries and resolve escalated issues.
  • Research complex client concerns and account discrepancies, maintaining ownership through resolution.
  • Provide clear communication and appropriate follow-up to ensure clients and partners understand outcomes and next steps.

Process Improvement & Special Projects

  • Identify opportunities to eliminate process gaps and redundancies while improving efficiency, accuracy, and client experience.
  • Recommend solutions that strengthen operational processes and service delivery.
  • Participate in special projects and take on additional responsibilities as business needs evolve.
Requirements

Required

  • High School Diploma.
  • 5+ years of…
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