Account Manager-Employee Benefits

Dahl Consulting; Spokane (WA); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

Life insurance

Mental health resources

Professional development

Job summary

Dahl Consulting is seeking an Account Manager – Employee Benefits to join a growing national insurance brokerage in Spokane. You will manage a book of mid-to-large self-funded accounts and partner with producers on new business opportunities, renewals, and client service.

This full-time, direct-hire role offers a hybrid work model (2 days onsite) and a compensation range of $90,000 to $100,000 per year, along with comprehensive benefits and opportunities for career advancement within a large

Qualifications

• Associate's degree or equivalent combination of education and experience.
• 3–4 years of Account Management experience within employee benefits/insurance.
• Valid insurance license, with ability to meet CE requirements for renewal.
• Proficient in Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Excellent customer service skills, including strong telephone and listening abilities.
• Ability to work effectively within a team and foster teamwork.

Responsibilities

• Support the Producer in developing new business opportunities with existing clients and prospects.
• Initiate renewal processes and discuss renewal strategy with the Producer.
• Analyze exposures and develop renewal or new business marketing specifications.
• Conduct marketing efforts, negotiate rates, and review quotes for competitiveness.
• Prepare client proposals and binders in coordination with the Producer.

Skills

Account management

Communication

Customer service

Teamwork

Education

Associate's degree or equivalent

Tools

Microsoft Office Suite

Job description

Title: Account Manager-Employee Benefits

Location: Spokane, WA (Hybrid-2 day per week onsite)

Job Type: Permanent / Direct-Hire

Compensation: $90,000 - $100,000 Annually

Industry: Insurance

About The Role

Join a leading national insurance brokerage firm recognized as one of the five largest in the U.S., offering property and casualty, workers' compensation, employee benefits, surety, and financial products to clients nationwide. This organization thrives on building employee benefits solutions rooted in the belief that health drives growth, delivering an unmatched depth of service that helps clients stay resilient and turn change into opportunity. This is an opportunity to join a dynamic, growing team with strong potential for individual and career advancement, working alongside a larger Account Management team based in Spokane.

Job Description

The Account Manager – Employee Benefits will manage a book of approximately 10–15 self-funded, mid-to-large group accounts (ranging from a couple hundred to a few thousand covered lives) in a fast-paced, transactional environment. Key responsibilities include:

• Supporting the Producer in developing new business opportunities with existing clients and prospects
• Initiating the renewal process, and discussing and creating renewal strategy with the Producer
• Analyzing and comparing current exposures, and developing renewal or new business marketing specifications
• Conducting marketing efforts, negotiating rates, and reviewing quotes and coverages for competitiveness and accuracy
• Reviewing and summarizing marketing results and preparing client proposals
• Finalizing proposals and presentations in coordination with the Producer
• Binding insurance coverage and preparing binders and/or delegating certificate issuance
• Reviewing policies and contracts for accuracy
• Preparing coverage summaries and/or schedules for clients
• Reviewing client accounting history, responding to accounting inquiries, correcting discrepancies, and following up on receivable collections
• Participating in the claims process as directed, including claim submission, follow-up, and communication
• Providing technical guidance to staff on client needs or procedural issues
• Notifying brokers of information pertinent to client retention
• Meeting with clients as needed or as directed by the Producer
• Collecting fees and resolving outstanding balances within 90 days of invoicing
• Maintaining complete, accurate data within the agency management system
• Performing other duties as assigned

Qualifications

Required Qualifications

• Associate's degree or equivalent combination of education and experience
• 3–4 years of Account Management experience within employee benefits/insurance
• Experience managing self-funded, mid-to-large group accounts (a couple hundred to a few thousand lives)
• Valid insurance license, with ability to meet Continuing Education requirements for renewal
• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Excellent customer service skills, including strong telephone and listening abilities
• Ability to work effectively within a team and foster teamwork

Preferred Qualifications

• Strong leadership, problem-solving, and time management skills

Benefits

Our client’s benefits package includes comprehensive medical, dental, and vision coverage, along with life, accidental, and long-term care insurance. They prioritize financial security and offer resources to support mental health, employee assistance programs (EAP), and fitness initiatives. Additionally, they promote work-life balance and provide opportunities for professional development to help you grow both personally and professionally.

Equal Opportunity Statement

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!