Benefits Account Manager

Inszone Insurance Services; Bend (OR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Group Health, Dental, Vision, and Life Insurance

Health Savings Account

Paid time off

401(k) retirement program with company matching

Job summary

Inszone Insurance Services is looking for a full-time Benefits Account Manager in Bend, Oregon. This role entails supporting the sale of employee benefits, handling policy changes, and providing excellent client service. Candidates must be experienced in employee benefits, possess a current license, and demonstrate strong multi-tasking and communication skills. The position is onsite and offers various employee benefits like health insurance, paid time off, and a 401(k) retirement program.

Qualifications

• Experienced in supporting the sale of employee benefits.
• Quick learner; can pick up new things rapidly.
• Organization: ability to plan and operate in a well-organized manner.

Responsibilities

• Process policy changes and respond to enquiries with professionalism and timeliness.
• Answer client questions regarding payments and notices.
• Cross-sell additional lines of business to existing customers.
• Review and respond to renewal activities.

Skills

Strong multi-tasking ability

Excellent communication skills

Computer literate

Team oriented

Education

Active license appropriate to the line of business

Job description

Benefits

• Group Health, Dental, Vision, and Life Insurance for employees and dependents; company contributes 100% towards base HMO or PPO coverage, with additional options for expanded coverage and dependent care.
• Health Savings Account; Short-Term and Long-Term disability options.
• Paid time off, accrued paid sick days, and time off to devote to charitable activity.
• Paid holidays, including the day after Thanksgiving.
• 401(k) retirement program with company contribution matching.
• Access to Employee Assistance Program.

Role

The Benefits Account Manager supports the sale of and provides service for customers. This role is responsible for changes, updates, and value-added services related to employee benefits. It is not involved in the administration of employee benefits as typically handled by a Human Resources department. This is a full‑time, onsite role. The office location can be found on the company website.

Responsibilities

• Process policy changes and respond to enquiries with professionalism and timeliness.
• Answer client questions regarding payments and notices.
• Process endorsements for clients.
• Manage a diverse book of house accounts.
• Cross‑sell additional lines of business to existing customers.
• Support designated staff.
• Review and respond to renewal activities.
• Follow up and see tasks through to completion.
• Always protect the best interest of both the company and the customer.

Qualifications

• Experienced in supporting the sale of employee benefits.
• Strong multi‑tasking ability; can manage different projects and tasks in a fast‑paced environment. Cross‑training opportunities available for life insurance, annuities, and long‑term care.
• Licensed: current license required.
• Quick learner; can pick up new things rapidly.
• Computer literate; ready to use and learn technology across various portals and software programs.
• Excellent communication skills, able to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
• Organization: ability to plan and operate in a well‑organized manner.
• Team oriented: ability to incorporate well with the existing team, maintaining a positive attitude and good energy in the workplace.

Education and Certification

• Active license appropriate to the line of business is required.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.