Employee Benefits Account Manager

At Voss, we deliver comprehensive solutions for business owners, including advanced life insurance and wealth planning strategies. Our focus areas include key employee retention, succession planning, tax mitigation, and wealth transfer. We also design custom employee benefit programs for small to mid-sized companies.

We’re seeking a detail-oriented and client-focused Employee Benefits Account Manager or Account Executive to join our in-office team in Plano, TX. This role is ideal for an experienced professional with a strong understanding of employee benefits plans and a passion for delivering high-touch client service.

Key Responsibilities :

Serve as a primary point of contact for a portfolio of employee benefits clients

Manage day-to-day service requests including enrollments, eligibility, billing, claims, and policy changes

Support new client onboarding and open enrollment processes

Maintain accurate records in our agency management system

Assist with bid and proposal preparation for new and renewal business

Collaborate closely with producers, carriers, and internal teams to ensure seamless service delivery

Ensure compliance with HIPAA and other regulatory standards

Draft professional communications and renewal documentation for clients

Analyze carrier proposals and prepare renewal recommendations

Qualifications :

5+ years of experience in employee benefits account management or similar role

In-depth knowledge of group benefit plans : medical, dental, vision, life, and disability

Familiarity with benefits administration software (Ease, Employee Navigator, SmartOffice, etc.)

Excellent communication and problem-solving skills

Detail-oriented with the ability to manage multiple client relationships simultaneously

Strong understanding of regulatory requirements (HIPAA, ACA, etc.)

Proficiency in Microsoft Office Suite

Must be able to work onsite in Plano, TX (no remote work available)

Why Join Voss Insurance and Investments?

Autonomy & Growth : Own your book of business and contribute directly to client success

Collaborative Culture : Join a supportive team that values innovation and transparency

Entrepreneurial Environment : Be part of a growing, nimble firm where your input is valued

Compensation & Benefits : Competitive base salary, performance bonuses, and room to grow

Submit your resume via iHire or email ragu @voss-ii.com with the subject : Benefits Account Manager – [Your Name]

Employment Type : Full Time

Years Experience : 5 - 10 years

Salary : $45,000 - $70,000 Annual

Bonus / Commission : Yes