Account Manager-Employee Benefits

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

Benefits offered by this job

Medical, dental, vision coverage

Life and disability insurance

Mental health resources

Work-life balance

Professional development opportunities

Job summary

Dahl Consulting in Spokane is seeking an Account Manager-Employee Benefits to join a growing national insurance brokerage. Hybrid work with 2 days onsite, the role focuses on servicing existing clients and supporting producers with renewals, marketing, and client correspondence.

The ideal candidate has 3–4 years in account management within employee benefits, holds an associate degree or equivalent, a current insurance license, and strong communication and service skills to build lasting client

Qualifications

• 3–4 years of Account Management experience in employee benefits/insurance.
• Experience handling renewals and client proposals.
• Proficient in Microsoft Office Suite and CRM systems.
• Valid insurance license with CE requirements.

Responsibilities

• Supporting the Producer in developing new business opportunities with existing clients and prospects.
• Initiating the renewal process and discussing renewal strategy with the Producer.
• Analyzing and comparing current exposures and developing renewal/marketing specs.
• Negotiating rates, reviewing quotes and coverages for competitiveness and accuracy.
• Reviewing marketing results and preparing client proposals.
• Binding insurance coverage and preparing binders or issuing certificates.
• Maintaining complete, accurate data in the agency management system.

Skills

Microsoft Office

Communication skills

Customer service

Teamwork

Renewals support

Education

Associate's degree

Insurance license

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

• 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:

• 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:

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

Benefits

• Comprehensive medical, dental, and vision coverage
• Life, accidental, and long-term care insurance
• Resources to support mental health, employee assistance programs (EAP), and fitness initiatives
• Work-life balance
• Professional development opportunities to help grow both personally and professionally

Equal Opportunity Statement

As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply.