Licensed Group Benefits Account Manager

Job Description

Job Description

Employee Benefits Licensed Account Manager

Location: The Woodlands, Texas | Work Model: Hybrid, 3 days per week in office

The Employee Benefits Licensed Account Manager serves as a primary day to day contact for a portfolio of employee benefits clients, delivering high quality service and helping ensure a smooth experience across the full account lifecycle. This role is responsible for building strong client relationships, leading regular check ins, and resolving complex service matters related to claims, coverage, eligibility, and billing. The position also manages the renewal process from start to finish, including marketing new and renewal business to carriers, analyzing plan options, preparing benchmarking and proposal materials, and supporting producer and client strategy discussions.

This role also plays a key part in open enrollment, benefits administration, and compliance support. The Employee Benefits Licensed Account Manager coordinates open enrollment meetings and materials, updates benefits administration systems, and helps guide employee enrollment activity. In addition, the role supports clients with day to day compliance needs related to ACA, ERISA, and HIPAA, while maintaining accurate records of client interactions, policy changes, and contracts within agency management systems. The ideal candidate is organized, client focused, and experienced in balancing service execution, renewal strategy, and administrative accuracy in a fast paced employee benefits environment.

About TropolisTropolis is a leading national insurance brokerage, pioneering the integration of technology and data to drive growth, enhance employee satisfaction, and provide exceptional customer service. Our mission, Insuring Tomorrow Together, embodies our core purpose.

• Insuring reflects our dedication to offering assurance and support as a trusted insurance brokerage.
• Tomorrow highlights our innovative, forward thinking approach, embracing change with respect and boldness.
• Together represents the collaborative spirit that fuels our success, bringing together agency partners, employees, customers, insurance carriers, and the local communities we serve.

Our passion for insurance brokerage is evident in our partnerships with insurance agencies nationwide. Through these collaborations, we deliver superior products and services to a diverse clientele. By partnering with our capital providers and agency owners, Tropolis is revolutionizing retail insurance, expanding markets, increasing efficiency, and driving growth in a dynamic industry.Essential Duties and Responsibilities

• Serve as the primary contact for assigned employee benefits clients, building long term relationships through responsive service, regular check ins, and consistent follow through
• Manage complex client service issues related to claims, eligibility, coverage, billing, plan changes, and carrier coordination, escalating when appropriate
• Lead the renewal process from start to finish, including gathering updated census and underwriting information, coordinating marketing strategy, obtaining quotes, and managing timelines
• Market new and renewal business to carrier partners, prepare complete submissions, analyze carrier proposals, and develop benchmarking reports and plan comparisons
• Negotiate with insurance carriers and vendor partners to secure competitive rates, plan designs, and service solutions aligned to client needs
• Prepare clear, accurate, and client ready proposals, quote comparisons, and renewal presentations for producer and client discussions
• Coordinate open enrollment meetings, employee communication materials, and implementation checklists, while helping ensure a smooth enrollment experience for client employees
• Update and maintain benefits administration platforms and related systems, including plan setup changes, employee enrollment support, eligibility updates, and terminations
• Support compliance and plan administration by helping clients navigate ACA, ERISA, HIPAA, and other applicable employee benefits requirements, while staying current on legislative and regulatory developments
• Maintain accurate, timely, and complete documentation of client interactions, policy and plan changes, service activity, and contracts within agency management systems and shared files
• Partner closely with producers, carriers, vendor partners, and internal colleagues to protect retention, service quality, and client satisfaction
• Help identify workflow improvements, reporting needs, and operational efficiencies that improve service delivery and account management consistency

Qualifications

• Current Life and Health Producer License in good standing
• 3+ years of employee benefits, group health, or insurance agency account management experience preferred
• Experience managing client relationships and servicing employee benefits accounts through renewals, marketing, and ongoing administration
• Working knowledge of employee benefits plan structures, renewal workflows, carrier marketing practices, and service standards
• Familiarity with claims, billing, eligibility, open enrollment, and benefits administration processes
• Working knowledge of ACA, ERISA, HIPAA, and related employee benefits compliance requirements
• Strong organizational skills and ability to manage multiple accounts, deadlines, and priorities with accuracy
• Excellent written and verbal communication skills, with the ability to explain benefit options and service issues clearly and professionally
• High attention to detail and commitment to documentation, compliance, and E&O controls

Preferred Qualifications

• Applied Epic experience
• Employee Navigator experience
• Experience with carrier portals, census collection, and benefits administration platforms

BenefitsTropolis offers a competitive and comprehensive benefits package, including flexible time off, 11 paid holidays, a 401(k) with 100% match on the first 4% with immediate vesting, and medical, dental, and vision plan options with 90% employer paid. Tropolis also provides company paid life insurance, short term disability, and long term disability for eligible employees. Eligibility generally begins on the first of the month following onboarding for regular employees working more than 30 hours per week.Purpose PlanAll eligible team members participate in Tropolis’ Purpose Plan, an equity incentive program that lets you share in Tropolis’ long term success through an equity pool that can grow over time.Additional InformationEmployment is contingent upon successful completion of any pre employment testing required for the role and a satisfactory background check. This may include verification of licensing and credentials, employment history, and other checks consistent with applicable laws and business needs.

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