Employee Benefits Account Manager: Small Group-Oregon Market
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If you have your Life & Health insurance license and at least 2 years of insurance agency small group employee benefits account manager experience with groups in Oregon, this new work from home role could be an excellent fit.
My client is a growing national insurance brokerage. This Employee Benefits Account Manager is part of their Small Business Unit. You will be responsible for 80 groups that range from 2 to 50 lives with a focus on account retention. The groups are in Oregon. You will use Wired Quote and BenefitPoint for renewals as well as Excel. You will have lots of autonomy and will handle the renewal from start to finish including the online enrollment meetings. During Q4, you will also have admin help for ID cards, packets etc. Most of the groups are written with small group carriers, although there are some Association groups. Employee Navigator is used with some of the larger SBU clients.
The company will ship you all IT needed for the job. They offer base salary of $68,000 to $70,000 plus year-end bonus based on company metrics, and a rich benefits package.
You will be a full cycle Account Manager with responsibilities for yearly renewal and account service during the year as needed.
Account Management
- Supports in enrollment, benchmarking, financial and utilization data based on financial review standards.
- Maintains all client information in accordance with both company procedures and HIPAA regulations. Follows company procedures in order to achieve positive audit results.
- Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Works with carrier to ensure accuracy of client information and forms. Communicates any outstanding or impactful topics from the carrier back to the client.
- Oversees installation of the group on renewal. Finalizes enrollment with carrier and reports the results to team members.
- Support maintenance of agency management system, communication system, and other tools.
- Collects forms/data/schedules for regulatory compliance.
Candidates MUST have at least 2 years of Oregon small group account manager experience and an OR Life and Health license. Preference is for candidates who live in Oregon or Southern WA, but will consider others that may have worked in OR previously but now live in another state. Must know how to use Wired Quote and BenefitPoint.
To apply email your resume to info@insuranceresourcing.com or call 360-392-8140. The agency wants to hire ASAP.
