Benefits Account Manager & Medicare Associate
About The Position
Our client is a well-established, family-owned and operated insurance agency with over 75 years of dedicated service across the Pacific Northwest. Specializing in Commercial, Personal, Group, and Individual Benefit lines of insurance, they have built a reputation for excellence and integrity. Their workplace culture is relaxed yet professional, with a strong commitment to both their employees and their clients. After an initial onboarding period, most team members enjoy a hybrid work arrangement, balancing in-office collaboration with the flexibility of remote work. They are seeking a skilled and motivated Benefits Account Manager & Medicare Associate to manage a book of small market and Association Health Plan (AHP) accounts while providing vital support to their Medicare Producer. This dual-function role is integral to delivering exceptional service to both group and individual clients, and offers a dynamic opportunity for an experienced insurance professional to make a meaningful impact.
Requirements
- Bachelor's Degree in a related field and/or 3–5+ years of dedicated experience as an Account Manager or Assistant Account Manager within the Life and Health insurance industry.
- Familiarity with Medicare sales, servicing, or claims is highly preferred, though not required.
- A current Oregon & Washington Life & Health insurance license is required.
- AHIP Certification is required.
- Initial training and onboarding must be completed in-office for the first 30 days, or until fully comfortable and competent with all systems and workflows.
- Following successful completion of training, in-office presence is required every Tuesday and Thursday, 8:30 AM – 5:00 PM.
Responsibilities
- Directly manage and service an assigned book of business within the Association Health Plan (AHP) program.
- Take on and manage traditional Small Group client accounts as business needs and workload dictate.
- Request renewal documentation from carriers, pull comparative quotes, and utilize tools such as WiredQuote to assemble comprehensive client renewal packages.
- Maintain detail-oriented client documentation, policy changes, and tracking within Applied EPIC.
- Build, update, and manage backend configurations and conduct employee data audits on Benefit Administration platforms.
- Develop and format clear, professional client Benefit Guides and open enrollment presentation materials.
- Directly support the Medicare and Individual Health Plan Producer with account servicing, sales workflows, and administrative tasks.
- Serve as a responsive point of contact for individual and Medicare policyholders, resolving complex billing discrepancies, claim issues, and enrollment modifications.
- Handle daily inbound service requests including employee changes, ID cards, and coverage inquiries, as well as cross-functional team overflow as needed.
- Coordinate carrier meetings, participate in product trainings, and provide team support during peak periods and busy seasons.
Benefits
- Employer-paid comprehensive Medical, Vision, and Dental coverage
- Long-Term Disability insurance
- Supplemental suite of Voluntary Benefits
- Paid Time Off (PTO) and Paid Leave Oregon
- 401(k) retirement plan
- Employer-paid Life and Disability insurance
- Hybrid work schedule following onboarding completion
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
