Our client is a wellestablished familyowned independent insurance agency with a long history of providing exceptional service in commercial personal and group benefit insurance lines. Known for fostering trust and delivering tailored solutions they are seeking a Benefits Account Manager to join their team. This role involves building and maintaining strong client relationships managing a diverse book of business and delivering excellent support in the area of Health and Life insurance products.
Responsibilities
- Build and maintain trusted relationships with clients to meet their Health and Life insurance needs.
- Partner with brokers to manage an assigned book of business including developing proposals and presentations.
- Retain existing clients while supporting onboarding efforts for new accounts.
- Provide exceptional client service ensuring all solutions align with client goals.
- Recommend products and services to bridge gaps in coverage.
- Oversee renewals including remarketing policies and shopping carriers as needed.
- Stay informed on legislative and compliance issues such as ACA COBRA HIPAA and others.
- Review contracts amendments and SPDs to ensure accuracy and resolve discrepancies with carriers.
- Serve as a mentor for Associate Account Managers.
- Conduct client presentations including open enrollments benefit fairs and renewal meetings.
- Resolve claims billing eligibility and plan administration issues.
- Maintain client information to ensure compliance and meet service standards.
Qualifications
- 23 years of experience managing Small Group Accounts (under 50 employees).
- Active Health and Life licenses in Oregon.
- Experience with medical dental disability group life and voluntary benefits.
- Strong written and verbal communication skills.
- Proven ability to organize prioritize and manage a varied workload under pressure.
- Customerfocused with excellent interpersonal skills.
- Proficiency in MS Word Excel and Outlook.
- Familiarity with tools such as Applied Epic Wired Enroll EASE and Employee Navigator (preferred but not required).
- Occasional travel required for client meetings in the local area.
If you are a motivated insurance professional with a commitment to excellence and a passion for delivering outstanding client service we encourage you to apply for this rewarding opportunity!