Employee Benefits Account Manager: Groups 2 to 50 lives

Insurance Resourcing • Portland, OR

415d • $60,000 - $70,000 • Remote

About The Position

The Employee Benefits Account Manager role is designed for individuals with experience in employee benefits, specifically managing a book of clients with 2 to 50 lives. This position involves handling renewals, providing exceptional service to clients, and collaborating with agents to ensure clients receive the best coverage for their needs. The role is based in a full-service independently owned insurance agency in Portland, OR, which has been operational for over 80 years and is committed to maintaining a strong work/life culture.

Requirements

• Oregon Life & Health License (Required)
• Experience working with employee benefits, ideally in an agency or carrier setting.
• Proficiency in Microsoft Excel.
• Strong communication skills.

Responsibilities

• Manage renewals from start to finish, including spreading rates.
• Retain existing clients and assist with the onboarding of new clients.
• Provide exceptional service to clients while aligning services with their strategic goals.
• Collaborate with agents to educate clients on their insurance programs and ensure comprehensive coverage.
• Recommend products and services to bridge any gaps in coverage.
• Process renewals and work closely with assigned agents to remarket if necessary.
• Attend weekly Benefits staff meetings for team building and department strategies.
• Attend scheduled meetings with carriers to stay updated on underwriting, coverages, and processes.
• Respond promptly to client and carrier requests via email, phone, electronic fax, and mail.
• Resolve all billing and billing questions.

Benefits

• Disability insurance
• Health insurance
• Dental insurance
• 401(k)
• Tuition reimbursement
• Paid time off
• Parental leave
• Vision insurance
• 401(k) matching
• Flexible schedule

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed