Higginbotham · 2 hours ago
Employee Benefits Account Manager
San Antonio, TX
Full-time
Onsite
Senior Level
5+ years expHigginbotham is a company that specializes in employee benefits and insurance services, and they are seeking an Employee Benefits Account Manager. The role involves maintaining client relationships, supporting sales agents, and ensuring compliance with benefit programs while providing exceptional customer service.
Insurance
Responsibilities
Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances
Handles or refers all service requests by our clients
Initiates and handles marketing of accounts beginning 120 days before the renewal date. Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients’ data with appropriate carriers to recommend appropriate plans and proposals to offer the client
Reviews the proposals received for accuracy, works hand in hand with Producers to generate proposal presentations through spreadsheets and proposal exhibits
Calculates premium and payroll deductions, audit billing statements for accuracy on behalf of clients
Generates open enrollment material, i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentations
Conducts open enrollment presentations in front of an audience
Processes necessary paperwork for submission to the carrier
Directs a smooth transition from one carrier to another
Updates all accounts to maintain files on the agency management system when the client changes carriers or a renewal is completed
Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities
Maintains knowledge of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs and communicate this information to clients and team members
Ensures client accounts are compliant including educating and advising clients as well as executing on compliance requirements and deadlines
Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business
Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftly
Attends and completes any training sessions or assignments as required
Performs other related tasks as needed
Qualification
Required
5 years of employee benefits and account management experience in the insurance field required, including a strong understanding of current employee benefits, regulations, and industry standards
Active Life & Health License required
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions
Preferred
Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred
Experience with fully-insured financial arrangements and alternate-funding methods preferred
Industry-related designations preferred
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Benefits
Medical, dental, vision, prescription drug coverage
401K
Equity incentive plan
Multiple supplemental benefits for physical, emotional, and financial wellbeing
Employee Wellness Program
Company paid holidays
PTO
Company
Higginbotham
Higginbotham is a provider of insurance brokerage services to businesses and individuals.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rusty Reid
Chairman, President & CEO
Andrew Reutter
Chief Financial Officer & Chief Operating Officer
Recent News
2025-12-16
2025-12-10
2025-10-09
Company data provided by crunchbase