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Insurance- Group Benefits Account Manager

2 months ago

Lake Oswego, United States Oak Tree Insurance Full time

Job Description

Job Description

Join us For more than 30 years, Oak Tree Insurance has been an elite insurance broker in Oregon. Oak Tree Insurance is a full-service agency, writing coverage across the Pacific Northwest and neighboring states. Our team provides quality service to our clients and we work heavily on a referral basis. Our culture - We do not work off of quotas. We work hard to write thoughtful business and we function as a team.

Our location-

We are within walking distance to numerous shops, restaurants, grocery stores and parks. We provide our employees with state-of-the-art technology, ergonomic desk options and an employee kitchen.

Career training and growth-

Oak Tree Insurance provides employees the opportunity to grow in their career. Upon hire, we offer carrier training, CIC certification courses and other continuing education.

Benefits

Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Parental Leave Hands on Training Mon-Fri Schedule Career Growth Opportunities Retirement Plan Evenings Off Friday early closure 3pm Salary determined by experience

Responsibilities Working directly with our health insurance companies on quotes/renewals Responding to inquiries, problem solving, and following up to ensure client satisfaction Treating each client interaction as an opportunity for education and account rounding Assisting clients with policy changes and updating account information Working with both individuals and businesses

Requirements Required- Licensed in Life and Health Independent Agency Experience Required Confident computer skills including Microsoft Office and Agency Management software (AMS360 is preferred) Detail oriented with the ability to prioritize and multitask- this is a busy desk Excellent written and verbal communication skills

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