Everett / Tacoma, WA
Our client, a prestigious firm specializing in group benefits, personal, and commercial lines of insurance, is seeking a highly skilled Benefits Account Manager to manage a significant book of business. This role is pivotal for the firm, focusing on managing accounts that are mostly fully and level funded, with a particular emphasis on 50-100 employee/lives books and a few self-funded accounts.
The successful candidate will bring a wealth of experience in fully, level, and self-insured frameworks and will be adept at providing exceptional client-facing service, including conducting in-person and virtual meetings for client and open enrollment sessions.
- Manage a book of business consisting primarily of fully and level funded accounts, with some self-funded accounts, focusing on 50-100 employee/lives.
- Engage in client-facing activities, including in-person and virtual meetings, to present and facilitate open enrollment meetings for employees.
- Collaborate closely with internal teams and carriers to ensure seamless service delivery.
- Attend client meetings in person as an essential function of this role.
- Operate within an office setting; this role does not accommodate remote or blended work arrangements.
- Proven experience in managing fully, level, and self-insured accounts, particularly in a group benefits context.
- Independent broker experience is required, highlighting a strong background in navigating complex insurance frameworks independently.
- Ability to commute to and work from either the Everett or Tacoma office, as driving distance to one of these locations is necessary.
- Demonstrates extensive independent broker experience, with a specific focus on fully, level, and self-insured account management.
This position offers a unique opportunity to join a team of professionals dedicated to providing top-tier insurance solutions and services. Our client is committed to fostering a supportive work environment where growth and development are encouraged.
If you are a detailed-oriented professional with a solid background in group benefits and insurance account management, and you meet the specific requirements of this role, we encourage you to apply. Join our client’s firm to leverage your skills in a dynamic and rewarding setting.