Global Account Manager, Employee Benefits
About The Position
Total Benefit Solutions, a division of Specialty Program Group, is an international wholesale employee benefits brokerage, full-service HR solutions provider, and third-party administrator, and we are currently seeking an Account Manager in our Bellevue, WA Headquarters. A team of service-oriented and self-motivated individuals, we are focused on providing innovative insurance solutions to our clients, backed by an unparalleled level of support. Voted one of Washington’s Best Companies to Work For nine consecutive years, Total Benefit Solutions is an exciting, fast-growing organization waiting for you to make your impact! The Account Manager is the day-to-day contact on the Sales Team for a diverse book of business — primarily small to mid-size employers, with select larger, more complex accounts in the mix. You'll own the full client relationship: renewals, service, and everything in between. This is a high-activity role that rewards people who are detail-oriented, adaptable, and energized by variety. No two days look the same, and that's by design. The position is fully remote, so we're looking for someone who stays connected, communicates proactively, and holds themselves accountable without needing someone looking over their shoulder.
Requirements
- Candidate must possess at least a Bachelor's/College Degree, any field; equivalent combination of education and/or experience will be considered.
- Minimum of 3 years’ experience as an Account Manager or Account Coordinator.
- 3 years’ of work experience specializing in US health insurance,or employee benefits is required.
- Must have or be willing and able to obtain a Life & Health insurance license in their state of residence.
- Detail-oriented with a focus on continuous improvement and problem-solving.
- Excellent planning and organizational skills with the ability to effectively manage multiple tasks to completion.
- Proficient in Microsoft Office (Word, Excel, Teams, Outlook)
- Good interpersonal skills with the ability to effectively work and collaborate with individuals or group at all organizational levels; ability to work independently and as a part of a team.
- Ability to maintain confidentiality of sensitive information.
Responsibilities
- Manage renewals, service requests, and day-to-day needs across a mixed SMB book with select large group accounts
- Build and maintain strong broker and employer client relationships that drive retention and referrals
- Work with carrier partners, TPAs, and internal teams to resolve issues quickly and accurately
- Conduct enrollment meetings and attend broker/client meetings as necessary
- Identify and develop cross-sell opportunities within your existing book
- Stay on top of deadlines, open enrollments, and compliance details with a high degree of accuracy
- Track key account and market metrics and prepare reports for management
- Communicate clearly and proactively with all stakeholders -- remote doesn't mean out of reach
- Stay current on industry standards and regulations related to US healthcare and renewals
- Identify opportunities to improve processes and contribute to documentation and reporting
- Support a positive, high-performing team environment through your work and attitude
- Perform special tasks and assignments as needed
Benefits
- health/dental/vision/life/disability insurance
- FSA, HAS and 401(k) accounts
- paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays
- eligible annual bonuses, equity and commissions may be available for some positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
