Account Manager – Health & Life Insurance 

Client Retention | Renewals 

Buffer Insurance | Full-Time - The position is located in South lake

About Buffer Insurance

At Buffer Insurance, we believe insurance is about stewardship, trust, and long-term relationships. Our mission is to protect clients, simplify complex coverage decisions, and provide clarity so individuals and businesses can move forward with confidence.

We are a relationship-driven agency specializing in Health Insurance, Life Insurance, Employer Benefits, and Medicare solutions. Our growth is built on service excellence, responsiveness, and client trust.

Culture & Values

Buffer Insurance is committed to cultivating a values-driven, God-honoring workplace. Our culture is grounded in five core values:

• Excellence
• Teamwork
• Health
• Growth
• Trust

These values guide how we serve clients and support one another.

Position Overview

We are seeking a licensed Account Manager – Health & Life Insurance to serve as a primary point of contact for existing clients. This role is centered on client retention, renewals, policy servicing, and relationship development — not cold calling or high-pressure sales.

The ideal candidate enjoys guiding clients through coverage decisions, managing renewals proactively, and identifying opportunities to strengthen client protection when appropriate.

This is a salaried role with performance-based bonuses tied to retention and account growth.

What You’ll Do

Client Relationship Management

• Serve as a trusted advisor and consistent point of contact
• Guide clients through renewals and policy changes
• Provide proactive communication before renewal deadlines
• Ensure clients clearly understand their coverage and options
• Deliver timely, responsive service that builds long-term loyalty

Policy & Renewal Management

• Manage health and life policy implementation
• Oversee renewals, documentation, and compliance
• Maintain accurate and organized client records
• Track policy timelines and follow up proactively

Account Growth & Cross-Support

• Identify opportunities to strengthen client coverage when appropriate
• Educate clients on additional solutions that fit their needs
• Support team growth through relationship-based account expansion
• Participate in occasional networking or educational events

Administrative Coordination

• Maintain detailed CRM documentation
• Schedule appointments and manage follow-ups
• Support internal workflow processes and organization

Who This Role Is Ideal For

This role is best suited for someone who:

• Enjoys relationship-building more than cold prospecting
• Takes pride in organization and follow-through
• Communicates clearly and confidently with clients
• Is proactive about renewals and coverage reviews
• Sees upselling as service-based consulting, not pressure

Qualifications

• Active Texas Health & Life Insurance License (or ability to obtain within 60 days)
• Strong written and verbal communication skills
• Professional phone presence and active listening ability
• High attention to detail and time management skills
• Organized, dependable, and client-focused
• Comfortable managing multiple accounts simultaneously

Compensation & Benefits

• Base Salary: $44,000 – $48,000 (DOE)
• Performance-based bonuses tied to account growth and retention
• Paid Time Off
• Medical Insurance
• Free Dental, Vision, and Short-Term Disability
       Long-term growth opportunity within a stable agency

Why Join Buffer Insurance

• Stable, relationship-focused role (not cold-call driven)
• Clear expectations and defined client portfolio
• Supportive, values-driven team
• Meaningful work protecting families and businesses
• Opportunity to grow into senior account or leadership roles