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Client Benefits Coordinator

2 months ago

Lake Oswego, United States CareerPaths NW Full time
Position Overview

Our client, a well-established insurance brokerage with over four decades of experience, specializes in providing comprehensive Personal, Commercial, and Group Benefits insurance solutions. The firm has cultivated a robust business model that thrives on referrals, supported by a small team of dedicated producers. They pride themselves on a vibrant workplace culture characterized by seasoned leadership, a collaborative environment, and a strong commitment to both client and employee satisfaction.

This position entails a client-facing role within Benefits Account Management, where you will engage directly with clients, producers, and insurance carriers. Your responsibilities will encompass the entire account management process, including preparing quotes and estimates, facilitating presentations and open enrollment sessions, negotiating with carriers, and equipping clients with the necessary tools to effectively manage their employee benefits. Additionally, you will assist clients with claims and other inquiries.

Key Responsibilities

  • Oversee the renewal process for a designated portfolio of accounts
  • Engage in negotiations with insurance carriers
  • Advise on modifications to plan designs
  • Communicate opportunities for cross-selling and upselling

Qualifications

  • A minimum of 5 years of experience in Benefits Account Management
  • Familiarity with Fully Funded Plans; experience with Level and Self-Insured plans is advantageous but not mandatory

Compensation is competitive and commensurate with experience, including a comprehensive benefits package featuring employer-paid Medical, Dental, Vision, 401k, and Paid Time Off. Relocation assistance may be available for qualified candidates.

We encourage individuals who meet the specified qualifications to consider this opportunity.