Employee Benefits Account Manager: Groups 51 to 100 Lives
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Job Description:
If you are ready to move your employee benefits agency experience to the next level, this job is for you.
My client is a full-service independently owned insurance agency in Portland, OR that has been in business for over 80 years. Due to growth, they are hiring a new Employee Benefits Manager to handle a book of 70 to 90 clients with 50 to 100 lives. These are all current clients. You will handle renewals and take care of group service tasks. Best of all, they have no plans to sell out to any National Brokerages.
They offer career growth, paid continuing education opportunities, flexible hybrid scheduling, small out of pocket benefits costs, and a great work/life culture. The benefits department works in office on Tuesdays and Thursdays to allow for strong team communication with producers and teammates.
The agency uses EPIC, Employee Navigator, Excel, and Wired Quote. You will manage renewals from start to finish including spreading rates. This is all fully insured business.
Key job responsibilities include:
Retention of existing clients and assistance with the onboarding of new clients.
Provides exceptional service to Leonard Adams clients while ensuring they receive services that align with their strategic goals.
Collaborate with Agent to ensure the education of clients in their insurance program to ensure they have coverages that best fit their needs comprehensively. Recommend products / services to bridge any gaps in coverage.
Process renewals, working closely with assigned Agent to remarket if necessary.
Attend weekly Benefits staff meeting for team building and department strategies.
Attend scheduled meetings with carriers to keep up to date on changes to their underwriting, coverages and/or processes.
Respond promptly to client and carrier requests using email, phone, electronic fax and mail.
Ensures all billing and billing questions are resolved.
At times you will be assisting clients that are not directly assigned to you, such as when your coworker is out of the office or on another line.
Coordinate and conduct client presentations including open enrollment meetings, benefit fairs, and renewal presentations
Maintain a current working knowledge of industry legislative and compliance issues including, but not limited to: ACA, COBRA, HIPAA, ERISA, FMLA, etc.
Review contracts, amendments and SPDs for accuracy and coverage; identify errors and coordinate corrections with the carrier/vendor.
Provide claims, eligibility, billing and plan administration advocacy and resolution
Acts as a mentor for Associate Account Managers as they work together on client objectives
Responsible for the maintenance of client information ensuring that service standards are met and compliance is ensured
Candidates must have an Oregon Life & Health license and past insurance agency experience working with groups 51+ lives.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. They would like to have their new team member start in Jan but can accommodate a Q4 hire if needed. Note, they are in process of relocating to their brand new office in Beaverton in the early part of 2025.
