Employee Benefits Account Manager - Small Group - Hybrid (39987)

$61,000 - $64,000/Yr

IOS Staffing - Portland, OR

Full-time - Mid Level

Remote - Portland, OR

Administrative and Support Services

About the position

The Employee Benefits Account Manager is responsible for building and maintaining strong relationships with clients in the Health and Life insurance sector. This role involves collaborating with Brokers to manage a portfolio of clients, assisting in the development of health benefit insurance programs, and ensuring clients receive exceptional service that aligns with their strategic goals. The Account Manager will also handle renewals, client presentations, and stay updated on industry regulations and compliance issues.

Responsibilities

• Retention of existing clients and assistance with the onboarding of new clients.
• Provide exceptional service to clients while ensuring alignment with their strategic goals.
• Collaborate with Agents to educate clients on their insurance programs and recommend products to bridge coverage gaps.
• Process renewals and work closely with Agents to remarket if necessary.
• Attend weekly Benefits staff meetings for team building and strategy development.
• 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.
• Assist clients not directly assigned to you when necessary.
• Coordinate and conduct client presentations including open enrollment meetings and benefit fairs.
• Maintain knowledge of industry legislative and compliance issues such as ACA, COBRA, HIPAA, ERISA, and FMLA.
• Review contracts, amendments, and SPDs for accuracy and coordinate corrections with carriers/vendors.
• Provide claims, eligibility, billing, and plan administration advocacy and resolution.
• Act as a mentor for Associate Account Managers on client objectives.
• Maintain client information to meet service standards and stay updated on new insurance developments.

Requirements

• Minimum 2-3 years' experience in an insurance-related industry with a focus on Small Group Accounts (under 50 employees).
• Knowledge of medical, dental, disability, group life, work-site/voluntary benefits, and Medicare.
• Strong written and verbal communication skills.
• Ability to listen, discern, and prioritize client needs effectively.
• Organizational skills to manage workload and work under pressure.
• Current Oregon Health and Life license and Medicare Certification/AHIP preferred, or willingness to obtain upon hire.
• Excellent customer service and interpersonal skills.
• Experience with Microsoft Word, Excel, and Outlook.

Nice-to-haves

• Experience with Applied, EASE, and Employee Navigator preferred but not required.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance