Senior Benefits Account Manager

6 days ago


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

CareerPaths NW is seeking a highly experienced Senior Benefits Account Manager to join our team. As a key member of our group benefits team, you will be responsible for 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 to present plan options and discuss carrier offerings.
  • Ensure compliance with all relevant regulations and guidelines.
  • Collaborate with multiple producers to support client needs and deliver exceptional service.

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.

About Us

CareerPaths NW is a respected independent insurance agency specializing in group benefits, personal, and commercial lines of insurance. We are committed to delivering exceptional service to our clients and are seeking a talented Senior Benefits Account Manager to join our team.



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