Brokerage, Communication Skills, Compensation and Benefits, Customer Relationship Management (CRM) Systems, Customer Retention/Renewal, Customer Service Management, Customer Support/Service, Detail Oriented, Employee Benefits, Health Insurance, Insurance, Leadership, Operational Improvement, Operational Support, Organizational Skills, Sales Management, Small Business, Team Lead/Manager, Team Player, Time Management
Job Title: Account Manager â Employee Benefits
Location: Dallas, TX (On-Site)
Employment Type: Full-Time
About the Opportunity
Symbiotic Services is seeking a detail-oriented Account Manager to support employee benefits operations for a growing brokerage focused on small businesses across Texas. This role offers the opportunity to work closely with leadership, contribute to operational improvements, and play a key role in client service and renewal management.
Key Responsibilities
- Manage group health insurance renewals from start to finish
- Organize and maintain census data, carrier quotes, and client proposals
- Track timelines and ensure all deadlines are met
- Support client enrollments and implementation processes
- Communicate with clients and insurance carriers
- Assist in improving internal workflows and tracking systems
Qualifications & Requirements
- Minimum 2+ years of experience in employee benefits or insurance brokerage support
- Proven experience managing group health renewals
- Strong organizational skills with the ability to track multiple deadlines
- Proficiency in Excel and CRM systems
- Texas Life & Health license preferred (or willingness to obtain)
- Ability to perform effectively during high-volume renewal periods (OctâDec)
- Strong communication skills and attention to detail
- Comfortable working in a small, team-oriented environment
What Symbiotic Services Offers
- Competitive base salary plus performance-based incentives
- Direct collaboration with leadership
- Opportunity for career growth and increased responsibility
- Supportive, team-driven work environment
This is an excellent opportunity for a motivated professional looking to grow within a dynamic and entrepreneurial setting while making a meaningful impact.