Benefits Account Manager

1 week ago


Portland, United States CareerPaths NW Full time
About the job Benefits Account Manager

Our client is a well-established, family-owned independent insurance agency with a long history of providing exceptional service in commercial, personal, and group benefit insurance lines. Known for fostering trust and delivering tailored solutions, they are seeking a Benefits Account Manager to join their team. This role involves building and maintaining strong client relationships, managing a diverse book of business, and delivering excellent support in the area of Health and Life insurance products.

Responsibilities
  • Build and maintain trusted relationships with clients to meet their Health and Life insurance needs.
  • Partner with brokers to manage an assigned book of business, including developing proposals and presentations.
  • Retain existing clients while supporting onboarding efforts for new accounts.
  • Provide exceptional client service, ensuring all solutions align with client goals.
  • Recommend products and services to bridge gaps in coverage.
  • Oversee renewals, including re-marketing policies and shopping carriers as needed.
  • Stay informed on legislative and compliance issues such as ACA, COBRA, HIPAA, and others.
  • Review contracts, amendments, and SPDs to ensure accuracy and resolve discrepancies with carriers.
  • Serve as a mentor for Associate Account Managers.
  • Conduct client presentations, including open enrollments, benefit fairs, and renewal meetings.
  • Resolve claims, billing, eligibility, and plan administration issues.
  • Maintain client information to ensure compliance and meet service standards.

Qualifications
  • 2-3 years of experience managing Small Group Accounts (under 50 employees).
  • Active Health and Life licenses in Oregon.
  • Experience with medical, dental, disability, group life, and voluntary benefits.
  • Strong written and verbal communication skills.
  • Proven ability to organize, prioritize, and manage a varied workload under pressure.
  • Customer-focused with excellent interpersonal skills.
  • Proficiency in MS Word, Excel, and Outlook.
  • Familiarity with tools such as Applied Epic, Wired Enroll, EASE, and Employee Navigator (preferred but not required).
  • Occasional travel required for client meetings in the local area.

If you are a motivated insurance professional with a commitment to excellence and a passion for delivering outstanding client service, we encourage you to apply for this rewarding opportunityLearn More

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