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Employee Benefits Account Manager: South Sound

Insurance Resourcing
Gig Harbor, Washington, United States
$65,000 to $90,000 DOE
January 16, 2019

Posted By Premium Recruiter


If you are an experienced Employee Benefits Account Manager and you are burned out on the long tedious South Sound to Seattle commute or your boss has excessive over time expectations, my client's new agency benefits position may be just the opportunity you are waiting for!

My client is a boutique Employee Benefits agency located in the Gig Harbor/Tacoma area. They are growing and want to hire an experienced Employee Benefits Account Manager to round out their Client Service team. The agency has a strong dedication to work/life balance and is known in the community for outstanding client service. They believe that every customer group is important, no matter what size. They enjoy many referrals and have excellent account retention. They strive to treat their employees like family and enjoy strong tenure as a result.

The client is offering a "King County" style salary and benefits package including 401K with match, 120 hours of PTO, paid holidays, paid continuing education/industry memberships, and mileage reimbursement for business travel. This is a full time, Mon to Fri in-office job unless traveling locally for client meetings. You will be working with groups of 10 to 350 lives. Salary range is $65,000 to $90,000 DOE.

Key job duties include:

Build and maintain relationships with clients, and carriers

Provide consistent, accurate, and timely communication to clients through verbal and

written correspondence

Build out and maintain Employee Navigator for new clients and/or open enrollment

Conduct face-to-face meetings with clients, and carriers, as necessary, including open

enrollment meetings

Coordinate with producer and analyst to create new and renewal proposals, including

spreadsheets, plan options

Prepare written communications such as open enrollment memos, renewal reports,

custom employee communications and benefit summaries

Submit new and renewal business to insurance carriers and audit for accuracy

Provide an elevated level of customer service to resolve claims, billing, and other issues

on a timely basis. All activity should be appropriately documented through agency


Provide compliance support to clients, including annual compliance notebook, and

assisting with federal, state and insurance company requirements including ERISA, ACA,

HIPAA, COBRA, FMLA, 5500s, PCORI, etc.

Maintain client files accurately and consistently documenting conversations, sending

confirmations to clients, and adhering to all agency automation and documentation


Actively participate in meetings with prospective clients

Background desired:

WA Life & Disability license

2+ years of agency employee benefits account management experience

Ability to handle a group renewal from start to finish for groups sizes 10 to 350 (self-funding knowledge or desire to learn is a huge plus)

Polished Account Management skills over the phone, email, and in person.

Ability to solve problems and find solutions for clients

Ability to work autonomously without a lot of supervision

To apply, email your resume or call 425-298-0278. Client can start someone now or wait till after 4th Quarter.