Sr. Employee Benefits Account Manager

The Jonus Group•Beaverton, OR

3d•Hybrid

About The Position

Seeking an experienced and dedicated Senior Employee Benefits Account Manager to join a team. This role is integral to a mission of providing exceptional service to clients, which are primarily credit unions and financial institutions. As a Sr. EBAM, you will manage a portfolio of 8-10 clients, focusing on group medical, life, dental, vision, and ancillary lines, with a strong emphasis on self-funded health plans. This position offers the opportunity to work closely with senior executives at client organizations, providing strategic guidance and fostering long-term relationships.

Requirements

Active Life & Health (L&H) license is required.
Minimum of 5+ years in employee benefits account management, with a strong understanding of self-funded health plans.
Proficiency in quoting and renewal processes; familiarity with property systems.
Exceptional communication and interpersonal skills, with the ability to engage with senior executives.
Strong organizational and time-management abilities.
Team-oriented mindset with a collaborative approach.
Strategic thinking and problem-solving capabilities.
High level of professionalism and ethical standards.

Nice To Haves

Candidates based in WA or OR are preferred.

Responsibilities

Manage and service a portfolio of 8-10 clients, primarily credit unions with employee groups ranging from 100 to 800.
Handle group medical, life, dental, vision, and ancillary lines, with a focus on self-funded health plans (approximately 70% of accounts).
Conduct renewals, RFPs, and quoting processes.
Lead client meetings, both in-person and online, with senior executives such as CFOs and other decision-makers.
Maintain and enhance professional and technical knowledge to provide strategic advice to clients.
Collaborate with internal teams to ensure seamless service delivery.