Location:
Bend, OR
Our client is a leading provider in the Group Benefits Insurance sector, offering comprehensive insurance solutions to businesses of various sizes. They are currently seeking a seasoned Benefits Account Manager to join their dedicated team.
This pivotal role involves managing the entire renewal process for group benefits accounts, ensuring clients receive top-notch service and support throughout their policy lifecycle. The ideal candidate will play a crucial role in maintaining and enhancing client relationships through expert management of renewals, open enrollments, and ongoing client consultations.
Job Responsibilities
- Manage the complete renewal process for each account, including setting pre-renewal meetings, consulting on plan changes, and obtaining and presenting quotes from carriers.
- Conduct thorough analyses and presentations of plan options to clients, leading to informed decision-making and coverage binding.
- Oversee and manage open enrollments, providing detailed explanations of coverage options to clients.
- Utilize industry-specific software tools such as ZyWave and EZ quotes to efficiently manage accounts and communicate benefit options to clients.
- Offer exceptional customer service, including benefits administration assistance and claims support, to ensure client satisfaction and retention.
Qualifications
- Minimum of 5 years of experience in managing fully funded benefits plans, with a strong focus on service rather than sales.
- Demonstrated ability to manage the full renewal process independently, including pre-renewal meetings, policy change consultations, quoting, creating and delivering presentations, and carrier negotiations.
- Exceptional customer service skills, with experience in benefits administration assistance and claims support.
- Proficiency in using industry-specific software tools such as ZyWave and EZ quotes.
- Experience in open enrollments and a strong understanding of employee benefits.
- Must have broker experience, preferably with a background in fully funded plans.
- This is a fully in-office role; no remote work options are available.
- Candidates should come from an independent broker/agency background. Those from captive agencies, carriers, third-party administrators (TPAs), or direct writers will not be considered.
This is an exceptional opportunity for a dedicated and experienced Benefits Account Manager to make a significant impact within a leading group benefits insurance provider.
If you possess the skills, experience, and drive to excel in this service-focused role, we encourage you to apply. Join our client’s team and contribute to their mission of delivering unparalleled insurance solutions and services to their clients.