Senior Account Manager Benefits

3 weeks ago

Bellevue, Washington, United States IMA Financial Group Full time
Job Title: Senior Account Manager Benefits

At IMA Financial Group, we are seeking a highly skilled Senior Account Manager Benefits to join our team. As a Senior Account Manager Benefits, you will be responsible for managing a book of business consisting of mid-size fully insured and partially self-insured clients (51-500 employees) as part of a client team.

This position will serve existing clients as well as prospective clients. The ideal candidate will be an enthusiastic team player with a strong aptitude to problem solve, attention to detail, ability to prioritize work in a fast-paced environment under pressure, motivated, meet deadlines, and be a strong communicator.

Key Responsibilities:

  • Provide excellent client service as the primary day-to-day contact between clients, vendors, and internal client teams.
  • Provide accurate and timely responses to client issues.
  • Work closely with members of the client service team.
  • Build relationships with clients.
  • Responsible for project management of the annual client work plan to ensure client deliverables are completed timely throughout the year.
  • Manage client requests from inception to completion with limited direction.
  • Prepare materials and attend all client meetings as an active member of the client service team.
  • Develop action items from meetings and follow through to completion.
  • Document meetings and client decisions.
  • Identify client issues and trends as they surface and suggest solutions.
  • Manage the renewal process from start to finish, including receipt and delivery of renewal, review and delivery of marketing results and plan options, vendor negotiations, client recommendations, renewal confirmations, and preparation of carrier paperwork.
  • Actively manage and oversee the implementation process for new benefits and carrier changes.
  • Prepare written communications, such as open enrollment memos, renewal reports, custom employee communications, and benefit summaries.
  • Conduct open enrollment meetings for clients, both onsite and via webinar, to educate employees on healthcare and what's changing.
  • Prepare open enrollment presentations and communications to meet client needs.
  • Develop and maintain professional relationships with vendor partners and clients.
  • Provide employee advocacy services to clients, including personalized and confidential eligibility, billing, and claim support.
  • Review insurance documents, contracts, and SPDs for accuracy.
  • Provide peer review support to other team members' work products.
  • Assist clients to comply with various federal, state, and insurance company requirements, including ERISA, ACA, HIPAA, COBRA, FMLA, 5500s, etc., in conjunction with client service team.
  • Maintain client files in compliance with PSF standards.
  • Actively participate in oral interviews with prospective clients.

Requirements:

  • Minimum of 3+ years of experience as an Account Manager at a broker or consulting firm.
  • Maintain a high degree of professionalism to the marketplace, industry, prospective, and current clients.
  • Strong, working knowledge of Microsoft Excel, Word, and PowerPoint.
  • Experience with alternative funding preferred but not required.
  • Familiarity of Washington insurance markets and products preferred.
  • Attend industry events and educational opportunities to keep knowledge fresh and up to date.
  • Client presentation skills are required.
  • Some travel may be involved.
  • Maintain current life and disability insurance license.

Benefits:

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
  • Family Assistance Program
  • FSA
  • HSA
  • Pre-Tax Parking Plan
  • 401(k)
  • Life/AD&D
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Health Club Reimbursement
  • Personal and Professional Development

About IMA Financial Group:

We've built a reputation for putting our associates first. What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team. We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry.

2020-2023 Business Insurance Magazine Best Places to Work in Insurance

2023 Inc. Magazine's Best Workplaces

2023 Denver Business Journal's Best Places to Work

2022-2023 Connecticut Top Work Places

2021-2023 Inc. 5000's List of Fastest Growing Companies

2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies

2022-2023 Kansas City Business Journal's Best Places to Work

2021-2023 Charlotte Business Journal's Best Places to Work

2021-2023 Los Angeles Business Journal's Best Places to Work

2021-2023 The Salt Lake City Tribune Top Work Places

2021-2022 Puget Sound Business Journal's Washington's Best Workplaces

2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category

2021 Dallas Business Journal's Best Places to Work

2021 Alaska Journal of Commerce's Best Workplaces in Alaska

  • Senior Associate, Account Management Professional

    4 weeks ago

    Bellevue, Washington, United States KPMG Full time

    Job Title: Senior Associate, Account ManagementWe are seeking a highly skilled Senior Associate, Account Management to join our Growth and Strategy organization at KPMG.Key Responsibilities:Collaborate with account team leadership to assist with operational functions of the account.Develop and execute account processes to meet business operational needs and...

  • Senior Accounting Manager, Natrium

    4 weeks ago

    Bellevue, Washington, United States TerraPower Full time

    Job SummaryTerraPower is seeking a highly motivated and forward-thinking Senior Accounting Manager to support the Natrium Project in general ledger accountability, improving the close & account reconciliation process, and supporting new system implementations.Key Responsibilities Prepare monthly financial statements, reporting, reconciliations, related...

  • Senior Accountant

    3 weeks ago

    Bellevue, Washington, United States MN Custom Homes Full time

    About MN Custom HomesAt MN Custom Homes, we're driven by innovation and a passion for building thoughtful homes that inspire community. As a Senior Accountant, you'll be a vital part of our Accounting team, driving the accuracy and integrity of our General Ledger and Financial Reporting processes.Key ResponsibilitiesPrepare monthly journal entries, reconcile...

  • Senior Accountant

    4 weeks ago

    Bellevue, Washington, United States Seagull Scientific Full time

    Job DescriptionSeagull Scientific is seeking a Senior Accountant to manage accounting operations with a focus on accounts receivable (AR) and revenue recognition. The ideal candidate will have extensive experience with billing modules and be skilled at ensuring compliance with ASC 606 for accurate revenue recognition.Key Responsibilities:Manage and analyze...

  • Senior Tax Accountant

    4 weeks ago

    Bellevue, Washington, United States Jobot Full time

    Job Summary:We are seeking a highly skilled Tax Senior to join our team at Jobot. As a Tax Senior, you will be responsible for providing expert taxation services to our clients, including individual and business taxation, as well as extensive client management experience.About Us:Our firm is a mid-sized accounting firm based in Bellevue, WA, with over 40...

  • Senior Account Manager

    3 weeks ago

    Bellevue, Washington, United States Global Channel Management Full time

    About the Role:As a Senior Account Manager at Global Channel Management, you will be responsible for establishing and developing business relationships with key customer personnel and multi-departmental contacts within Amazon.The ideal candidate will have 2+ years of CPG direct account management experience, including eCommerce Accounts, and possess strong...

  • Senior Accounting Manager, Natrium Project Lead

    4 weeks ago

    Bellevue, Washington, United States TerraPower Full time

    Senior Accounting Manager, Natrium ProjectTerraPower is a nuclear technology company based in Bellevue, Washington, working to raise living standards globally through a more affordable, secure, and environmentally friendly form of nuclear energy, along with innovations in medical isotopes to improve human health.Job SummaryWe are seeking a highly motivated...

  • Senior Tax Accountant

    3 weeks ago

    Bellevue, Washington, United States TLNT & Spin Hire Full time

    A leading firm dedicated to providing exceptional tax and financial services is seeking a highly skilled Senior Tax Accountant to join its dynamic team. In this role, the Senior Tax Accountant will play a critical role in growing the business by displaying an all hands on deck attitude. This role involves working closely with the founding CPA to support the...

  • Senior Account Executive, Enterprise

    3 weeks ago

    Bellevue, Washington, United States Amazon Full time

    About the RoleAmazon Freight is a fast-growing startup that externalizes Amazon's transportation capabilities as a service. As a Senior Account Executive, you will oversee relationships with Amazon Freight's largest customers. We are looking for complex problem solvers who can build and manage relationships with senior leaders at Fortune 500 customers.Key...

  • Senior Accountant

    3 weeks ago

    Bellevue, Washington, United States MN Custom Homes Full time

    About This RoleAs a Senior Accountant at MN Custom Homes, you will play a vital role in our Accounting team, driving the accuracy and integrity of our General Ledger and Financial Reporting processes.You will take ownership of key accounting functions, including preparing monthly journal entries, reconciling crucial balance sheet accounts, and researching...

  • Senior Accountant

    4 weeks ago

    Bellevue, Washington, United States MN Custom Homes Full time

    About This RoleAt MN Custom Homes, we're seeking a highly skilled Senior Accountant to join our Accounting team. As a key member of our team, you'll be responsible for driving the accuracy and integrity of our General Ledger and Financial Reporting processes. Your expertise will be essential in preparing monthly journal entries, reconciling crucial balance...

  • Senior Cook

    3 weeks ago

    Bellevue, Washington, United States Sunrise Senior Living Full time

    About the RoleThe Senior Cook is a vital member of our culinary team, responsible for ensuring the highest standards of food taste and quality are maintained at all times.The ideal candidate will have one year of job-related experience, including food preparation in a restaurant, hotel, or similar environment.Key Responsibilities:Food Preparation and...

  • Senior Account Manager

    4 weeks ago

    Bellevue, Washington, United States Dematic Full time

    About the RoleDematic Corp. is seeking a highly skilled Sr Account Manager to join our Global Key Account organization. This role will support Amazon Grocery and Transportation Systems (ATS) and require strong customer focus and business acumen to drive revenue retention and growth.The successful candidate will be the face of Dematic with the customer,...

  • Senior Account Executive

    4 weeks ago

    Bellevue, Washington, United States Vicarious Agency Full time

    **Job Title:** Senior Account Executive**Job Summary:** We are seeking a seasoned Senior Account Executive with a proven track record in the creative industry to join one of our premier client agencies in Seattle. The ideal candidate will be a strategic thinker with exceptional communication skills and a passion for driving successful client...

  • Senior Tax Manager

    3 weeks ago

    Bellevue, Washington, United States Emerald Resource Group Full time

    Job Title:Senior Tax ManagerLocation:Bellevue, WA Hybrid ScheduleKey Responsibilities:As a Senior Tax Manager at Emerald Resource Group, you will be responsible for providing expert taxation advice to clients, identifying business opportunities, and enhancing internal department procedures for efficiency and effectiveness.Key Skills:⁠ ⁠Subject Matter...

  • Senior Financial Manager

    3 weeks ago

    Bellevue, Washington, United States Amazon Full time

    Job Title: Senior Financial ManagerJob Summary:Amazon is seeking a Senior Financial Manager to support the continued expansion of our International Consumer business. The successful candidate will be a self-starting contributor with effective finance and strong project management skills. This individual will manage complex projects and dive deep into the...

  • Senior Manager, Accounts Receivable, Credit and Collections Expert

    4 weeks ago

    Bellevue, Washington, United States Okta, Inc. Full time

    Unlock Your Potential at OktaOkta, the world's leading identity company, is seeking a seasoned Senior Manager to join our high-performing AR, Credit and Collections team. As a key member of our finance organization, you will be responsible for leading the development and execution of effective collections strategies, improving process efficiency, and driving...

  • Senior Account Executive

    1 month ago

    Bellevue, Washington, United States Blueprint Consulting Services Full time

    About Blueprint Consulting ServicesWe are a technology solutions firm headquartered in Bellevue, Washington, with a strong presence across the United States. Our team is unified by a shared passion for solving complicated problems, and we use technology as a tool to bridge the gap between strategy and execution.What We DoWe help organizations unlock value...

  • Senior Tax Manager

    3 weeks ago

    Bellevue, Washington, United States Emerald Resource Group Full time

    Job Title: Senior Business ConsultantLocation: Hybrid ScheduleJob Summary:As a Senior Business Consultant at Emerald Resource Group, you will be responsible for providing expert advice and guidance to clients on financial matters. You will work closely with upper management to drive new client development initiatives and participate in client meetings and...

  • Tax Senior Manager

    3 weeks ago

    Bellevue, Washington, United States CBIZ Full time

    About the Role:CBIZ is seeking a highly skilled Tax Senior Manager to join our team. As a Tax Senior Manager, you will be responsible for providing top-level financial and employee business services to organizations of all sizes.Key Responsibilities:Regarded as a Subject Matter Expert within business unit and shares knowledgeMake recommendations on internal...