Position Overview
Job Title: Account Manager, Employer Benefits
Department: Employer Benefits / Client Services
Job Classification: Full-time
Location: Roanoke, TX
Reports To: Senior Account Manager, Employer Benefits
Compensation: $40,500 – $55,000 per year (DOE); bonus eligible
Start Date: ASAP
Position Profile - AM, Employer Benefits v1.06
https://proforceco.com/wp-content/uploads/2026/05/Buffer-Insurance-Job-Description-AM-Employer-Benefits-v1.06.pdf
Position Purpose
The purpose of this role is to:
- Strengthen and maintain long-term relationships with clients through consistent, professional, and responsive communication.
- Support the implementation, servicing, and renewal of employer-sponsored insurance policies.
- Ensure accurate and timely communication of policy changes and updates to policyholders.
- Facilitate client understanding of benefit offerings through clear communication and educational support.
- Contribute to company growth by identifying and supporting expansion opportunities within existing client relationships
Ultimately, this role ensures clients receive dependable service and clear guidance while supporting the organization’s ability to retain and grow its client base.
About the Company
At Buffer Insurance, we believe the most meaningful impact we make is in the lives of others. That’s why protecting our clients and ensuring their future impact is our highest priority. By making insurance simple, comprehensive and cost-effective, we are able to earn our clients’ trust and help them stay focused on their life and business goals.
We are a fast-paced insurance agency placing insurance policies from employer benefits and business insurance to Medicare. If you are fulfilled by building lasting relationships through authenticity, transparency, and responsiveness, then our team is where you’ll want to be.
Why Join Buffer Insurance? At Buffer, you’ll have the opportunity to build meaningful client relationships while developing professionally in a growing environment, with increasing responsibility and long-term career progression.
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Key Duties and Responsibilities
Client Relationship Management
- Maintain strong relationships with clients through ongoing communication and support.
- Interact with clients via phone, email, in-person meetings, and other communication channels.
- Present the organization in a professional manner during all client interactions.
- Respond to client inquiries and follow up to ensure timely resolution.
Policy Administration & Servicing
- Implement new insurance policies for clients.
- Manage renewals and ensure continuity of coverage for existing policyholders.
- Communicate policy changes, updates, and adjustments clearly to clients.
- Prepare and maintain policy documentation for policyholders.
- Facilitate the addition or termination of employee policies with insurance providers.
Sales & Client Growth Support
- Educate, sell, and negotiate new policies from existing clients.
- Present Section 125 Plan and Summary Plan Detail documents to clients.
- Generate plan documents as part of the benefits offering process.
- Support business growth through client engagement and relationship development.
Client Education & Engagement
- Create and provide educational materials to help clients understand their benefits, and identify coverage gaps and compliance issues.
- Conduct benefit enrollment meetings for client organizations.
- Represent the company at networking events, seminars, and social functions.
Administrative & Operational Execution
- Document client conversations and maintain accurate records.
- Organize and manage paperwork related to policyholders and accounts.
- Perform administrative tasks to support daily operations.
- Manage multiple priorities and ensure tasks are completed efficiently.
- Consult with Senior Account Manager to ensure proper onboarding and renewal processes.
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Work Environment
Collaborative team dynamic fostered through in-office connection.
- Fast-paced, client-focused insurance agency environment.
- Requires frequent communication with clients across multiple channels.
- Involves a combination of administrative responsibilities and client-facing activities.
- Growth mindset for ongoing personal, professional and team development.
Resource Requirements
- The equipment used includes computers, fax machine, calculator, copy machine, scanner, adding machine, printer, shredder, and other standard office machines.
Typical Physical & Mental Demands
The physical and mental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be provided if required to enable individuals to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to talk and hear.
- Healthy or corrected vision abilities are required and include close vision and ability to adjust focus.
- The employee is regularly required to sit for extended periods of time as needed at a desk or stand for long periods of time, use a telephone, computer, and calculator.
- On rare occasions, the employee may need to move or lift light-to-medium weight articles.
- This role may occasionally require the ability to lift, bend, twist, sit and stand for extended periods of time as needed to complete daily tasks.
- Must be eligible to obtain necessary approvals to visit on-site operations of key customers, if required.
Working Conditions
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Work is performed in an office environment. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions.
- This is a full-time position. Days of work can vary based on operational needs. Hours can vary including extended evening, early morning, weekend, and holiday time in order to support operational demands. Working hours are normally Monday – Friday / 8:00 AM - 5:00 AM / 40 hours per week.
- An employee in this position works in both an office environment with heating and air conditioning, on-site at client locations, in support/ execution of assigned duties.
- This role routinely will have loud noises, bright lights and be subject to similar interior temperatures
- To work remotely, an employee in this position must have access to the Internet and an appropriate workspace.
Physical & Travel Demands
- An employee in this position may be required to travel up to 10% of the time to client meetings, conferences and trade shows, and other company business events.
- Must have access to reliable transportation on demand to and from work locations without notice to support critical duties, participate in internal and external client meetings, etc. as requested.
- Must maintain a valid driver’s license.
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Performance Objectives
First 90 Days
- Develop an understanding of company products, services, and internal processes.
- Begin supporting client interactions and administrative responsibilities with supervision.
- Demonstrate professionalism and responsiveness in communication.
First 6 Months
- Manage client servicing activities, including policy updates and renewals, with minimal supervision.
- Conduct benefit enrollment meetings with department support.
- Maintain organized documentation and consistent follow-up practices.
- Consistent communication with Senior Account Manager to ensure clients are served well.
First 12 Months
- Demonstrate consistent client retention through effective relationship management.
- Contribute to new business opportunities within existing accounts.
- Operate independently while supporting team growth and collaboration.
- Opportunity to grow into senior account management or specialized roles as the business continues to expand
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Capabilities, Skills & Competencies
Technical Capabilities
- Understanding of employer benefits, including health and life insurance products.
- Ability to manage policy implementation and servicing activities.
- Familiarity with Section 125 plans and related documentation.
- Technologically adept and capable of navigating multiple systems simultaneously.
Professional Competencies
- Strong communication and interpersonal skills.
- Professional demeanor in all client interactions.
- Ability to receive and apply feedback effectively.
- Strong organizational and time management abilities.
- Ability to multitask and prioritize responsibilities.
- Attention to detail in documentation and client records.
- Proactive and dependable work ethic.
- Team mindset
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Required Qualifications
- High school diploma or equivalent.
- Current Health/Life License in Texas preferred, or ability to obtain within 45 days of employment.
- Strong communication and interpersonal skills.
- Ability to manage time effectively and handle multiple responsibilities.
Industry Background
This role is aligned with candidates who have experience or exposure to:
- Insurance or employee benefits environments
- Client-facing service roles
- Administrative or account support functions
About Our Culture
At Buffer Insurance, we seek to build and nurture a culture for our organization that produces and protects a God-honoring atmosphere. We lay the foundation for this cultural expression by personally living out Buffer’s values and instilling them in all who work alongside us on our staff. Our values can be summarized in five words: excellence, teamwork, health, growth, and trust. By upholding these values, we can better serve our clients through our vision, mission, and purpose.
Pay: $40,500.00 - $55,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Disability insurance
- Paid time off
- Vision insurance
Application Question(s):
- Do you currently hold a Health/Life Insurance License, or are you willing to obtain one within 45 days?
Experience:
- employer benefits or insurance: 1 year (Required)
Work Location: In person
