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Client Benefits Account Coordinator

2 months ago

Lake Oswego, United States CareerPaths NW Full time
Job Overview

Our client, a well-established insurance brokerage with over four decades of experience, specializes in Personal, Commercial, and Group Benefits insurance. The firm has cultivated a stable business model that thrives on referrals, supported by a small team of dedicated producers. The workplace culture is highly attractive, characterized by seasoned leadership, a collaborative environment, and a strong focus on both client and employee satisfaction. The organization prioritizes relationship building, ongoing education, and professional growth.

This position is centered around Benefits Account Management, requiring direct interaction with clients, producers, and insurance carriers. Responsibilities encompass the entire process from initial quotes and estimates to facilitating presentations and open enrollment sessions. The role also involves carrier negotiations and equipping clients with the necessary tools to manage their employees' benefits, as well as assisting with claims.

Ideal Candidate Profile

The successful candidate will possess a minimum of 5 years of experience in managing benefits accounts. This role is strictly focused on servicing existing clients and does not involve sales activities. The company is particularly interested in seasoned professionals and is willing to offer competitive compensation, including opportunities for advancement for account assistants from other firms.

Compensation and Benefits

The compensation package includes a competitive base salary, performance bonuses, and annual profit sharing. Additional benefits encompass employer-sponsored Medical, Dental, Vision, 401k, and Paid Time Off (PTO) programs. Relocation assistance may be available for qualified candidates.

Key Responsibilities

  • Oversee the renewal process for a designated book of business
  • Engage in carrier negotiations
  • Consult on modifications to plan designs
  • Facilitate communication regarding cross-selling and upselling opportunities

Qualifications

  • Minimum of 3 years of experience in Benefits Account Management
  • Familiarity with Fully Funded Plans; experience with Level and Self-Insured plans is advantageous but not mandatory

Candidates who meet these qualifications are encouraged to consider this opportunity.