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Group Benefits Account Manager

CareerPaths NW, LLC

Group Benefits Account Manager

Bend, OR
Full Time
Paid
  • Responsibilities

    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.