Benefits Account Manager: Client Renewal & Onboarding

Socket.dev; Portland (OR); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Hybrid work options

Training and development

Growth opportunities

Team-oriented culture

Job summary

Socket.dev is seeking an Employee Benefits Associate Account Manager to support our Benefits team with renewals, implementations, and day-to-day account administration. You will assist with client communications, prepare benefit materials, and coordinate with carriers and vendors to ensure excellent service.

Ideal candidates have strong client service, organization, and communication skills; a high school diploma or GED; and a willingness to obtain a Life and Health license if needed.

Qualifications

• Prior employee benefits, insurance, client service, or administrative experience is preferred but we are willing to train the right candidate.
• High school diploma or GED required; bachelor's degree or equivalent combination preferred.
• Current state life and health insurance license preferred at hire; ability to obtain within timeframe established by management.

Responsibilities

• Support Account Managers with client renewals, marketing, implementations, and ongoing account administration.
• Assist clients with benefit-related questions and service needs, coordinating with carriers and vendors as appropriate.
• Process client and carrier requests accurately and maintain complete, current records in agency systems.
• Prepare client communications, reports, presentations, and other benefit materials.
• Monitor assigned tasks, meet established deadlines, and keep Account Managers informed of progress or concerns.
• Develop working knowledge of employee benefits, industry requirements, carrier practices, and agency procedures.
• Support department initiatives, process improvements, and special projects as assigned.

Education

High School Diploma or GED

Bachelor's degree preferred

State life and health license preferred

Client service

Communication

Organization

Relationship building

Tools

Microsoft Office

Job description

Socket.dev is seeking an Employee Benefits Associate Account Manager to support our Benefits team with renewals, implementations, and day-to-day account administration. You will assist with client communications, prepare benefit materials, and coordinate with carriers and vendors to ensure excellent service.

Ideal candidates have strong client service, organization, and communication skills; a high school diploma or GED; and a willingness to obtain a Life and Health license if needed.