Account Manager, Employee Benefits

Jobtailor; Bothell (WA); On-site; USD 65,000 - 95,000; Full time

Job summary

Jobtailor is seeking an Account Services professional in Washington state to manage all aspects of the client-service process and serve as the primary contact for eligibility, claims, billing, and benefits inquiries. You will collaborate with Producers and HUB personnel on client service, marketing, and renewals.

The role requires 3–5 years in benefit insurance, an Life & Health license, and a strong background in benefits administration and client relations.

Qualifications

• 3–5 years of benefit insurance experience (brokerage preferred) or equivalent combination of education & experience.
• Active Life & Health License required.
• High School Diploma / GED required; College degree preferred.
• Proficiency with Microsoft Office Suite and agency management systems.

Responsibilities

• Manage all aspects of the account-service process.
• Work with Producers and HUB personnel on client service, marketing, and renewals.
• Analyze and compare insurance plans to determine suitability.
• Establish and maintain relationships with clients and insurance carriers.
• Serve as client point of contact for eligibility, claims, billing, and benefit administration inquiries.

Skills

Client relationship management

Communication

Team collaboration

Critical thinking

Problem solving

Education

High School Diploma / GED

College degree preferred

Tools

Ease

ADP

Paylocity

Agency Management Systems

Job description

• Manage all aspects of the account-service process
• Work with Producers and HUB personnel on client service, marketing, and renewals
• Analyze and compare insurance plans to determine suitability
• Establish and maintain relationships with clients and insurance carriers
• Serve as client point of contact for eligibility, claims, billing, and benefit administration inquiries
• Liaise between clients and carriers to resolve service issues
• Maintain accurate account files and update HUB and agency management systems
• Monitor insurance-industry changes and recommend appropriate client actions
• Update open enrollment packets, benefit rates, COBRA forms, plan documents, and summary plan descriptions
• Submit BOR letters and obtain contracts, renewals, and benefit descriptions
• Market plans to carriers and prepare quotes and proposals
• Assist clients with billing issues, auditing, and reconciliation
• Gather data and prepare or conduct renewal, open enrollment, and post-renewal presentations
• Lead implementation of new and renewal plans or programs
• Advise clients on HUB resources, carrier/vendor offerings, and industry trends
• Prepare or peer review EB Compensation Disclosure
• Obtain post-enrollment numbers for each plan
• Prepare annual legal notices
• Facilitate benefits administration and HRIS system updates using Ease, ADP, Paylocity, and similar systems
• Set up HR advocacy tools, legal compliance resources, and wellness value-adds
• Review contracts for accuracy
• Participate in carrier/vendor program implementations and initiate vendor payments
• Partner with producers to develop benefits strategies, financial analyses, plan assessments, benchmarking, and funding alternatives
• Perform other assigned duties and projects

Requirements

• High School Diploma / GED required
• College degree strongly preferred
• 3-5 years of benefit insurance related experience (brokerage preferred) or equivalent combination of education & experience
• Active Life & Health License
• Required experience: 2-5 years of relevant experience
• Proficiency with Microsoft Office Suite, Outlook, and agency management systems
• Ability to communicate effectively and professionally orally and in writing
• Ability to present information and respond to questions from groups
• Critical thinking and problem-solving abilities
• Ability to develop and maintain strong client relationships
• Ability to work effectively with insurance and service vendors
• Ability to work effectively with a team and coach others
• Ability to gather, analyze, and solve problems
• Ability to prioritize and organize multiple tasks
• Ability to calculate discounts, interest, commissions, proportions, and percentages
• Negligible travel required

Core Competencies

Demonstrates expertise in managing client relationships and the account-service process within the insurance industry, with a strong focus on benefits administration, compliance, and effective communication. Proficient in utilizing agency management systems and Microsoft Office Suite to analyze insurance plans and facilitate client interactions.

Highest-signal resume keywords

• Active Life & Health License
• Benefits Administration
• Client Relationship Management
• Microsoft Office Suite Proficiency
• Insurance Industry Knowledge

Hard Skills

• Benefits Analysis
• Plan Documentation
• Data Gathering
• Contract Review
• Financial Analysis
• Problem-Solving
• Task Prioritization
• Auditing
• COBRA Compliance
• Open Enrollment Management

Soft Skills

• Effective Communication
• Team Collaboration
• Critical Thinking
• Client Advocacy
• Coaching

Certifications & Qualifications

• High School Diploma / GED
• College Degree (Preferred)
• Life & Health License

Industry Keywords

• Insurance Plans
• Client Service
• Renewals
• Eligibility Inquiries
• Claims Management
• Billing Issues
• Vendor Management
• Legal Compliance
• Wellness Programs
• Market Strategies

Tools & Technologies

• Ease
• ADP
• Paylocity
• Agency Management Systems