Employee Benefits Account Executive

2 weeks ago

Portland, United States The Partners Group - External Full time
Position Overview

Are you a professional in Employee Benefits?

At The Partners Group, we are dedicated to making a positive impact in our community through our work. We are looking for individuals who are committed to building strong relationships, eager to learn, and focused on delivering successful solutions for our clients.

Our culture is built on the foundation of partnership. We value hard work, but we also believe in enjoying the journey and fostering a fun work environment. This is what it means to be a partner to our clients and colleagues.

Current Opportunity: We are seeking an experienced employee benefits professional to become a part of our Employee Benefits team as an Account Manager.

Key Responsibilities

The Benefits Account Manager plays a crucial role in supporting Consultants by providing TPG services to our Employee Benefits Division clients.

  • Act as the primary contact for assigned clients
  • Collaborate with Consultants to prepare presentations for regular service meetings
  • Assist in the client renewal process
  • Organize and facilitate employee enrollment meetings as needed
  • Manage the marketing survey process and assist with RFP creation
  • Set up new clients in our systems
Essential Information

Location: In-office with hybrid remote options available

Work Hours: Full-time, Monday to Friday

Compensation: Competitive salary based on experience

Physical Requirements: Ability to sit for extended periods, communicate effectively, and manage screen time.

Travel: Minimal overnight travel may be required.

Qualifications

What you will bring:

  • A Bachelor’s degree is preferred; a high school diploma or equivalent is required.
  • Experience in the employee benefits and insurance sectors.
  • Previous customer service experience is essential.
  • An active health insurance producer or consultant license is required; a life insurance license is a plus.
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Excellent verbal and written communication skills.
Preferred Attributes
  • Professional designations in employee benefits (e.g., CEBS, RHU) are advantageous.
  • Ability to work collaboratively with a team to deliver exceptional client service.
  • Strong organizational and time management skills to manage multiple projects effectively.
  • Attention to detail, quick learning ability, and self-motivation.
  • A proven track record of prioritizing client needs.
What We Offer
  • A comprehensive benefits package including generous Paid Time Off, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Retirement plan, and Employee Stock Purchase Program.
  • Opportunities for professional development and Continuing Education support.
  • Community engagement initiatives, including paid volunteer time and matching charitable contributions.
Commitment to Diversity

We promote a culture of inclusion and are dedicated to enhancing the diversity of our workforce. All employees have the opportunity to achieve their goals and meet the needs of our clients and communities. Embracing diverse perspectives strengthens our organization and enhances our effectiveness.

Application Process

Please complete the application using your resume. A cover letter is optional, but we would appreciate understanding your interest in this opportunity.

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