Senior Benefits Account Manager

4 weeks ago


Tacoma, Washington, United States CareerPaths NW Full time
Job Summary

We are seeking a highly experienced Senior Benefits Account Manager to join our team at CareerPaths NW. This role involves managing a book of business that includes Fully Insured, Level Funded, and Self-Funded Groups ranging from 51 to 400 lives.

Key Responsibilities
  • Administer and negotiate with carriers to ensure optimal plan offerings for clients.
  • Facilitate open enrollment and provide administration for Benefits Navigator.
  • Analyze reports and communicate findings confidently to clients and carriers.
  • Attend client meetings in person and present plan options and carrier offerings.
  • Ensure compliance with all relevant regulations and guidelines.
Requirements
  • 10+ years of independent agency experience specifically in group/employee benefits.
  • Strong proficiency in MS Excel, including the ability to write formulas and analyze data.
  • Extensive experience managing bundled and unbundled Self-Insured, Level Funded, and Fully Insured accounts from both the carrier and client side.
  • Confident in client-facing roles, with excellent presentation and communication skills.
  • In-depth knowledge of compliance regulations related to group benefits.

This is an outstanding opportunity for an experienced Senior Benefits Account Manager to take on a key role within a respected independent agency.



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