Benefits Account Manager — Client Services & Growth Hybrid

J D FULWILER & CO INSURA NCE; Portland (OR); Hybrid; USD 55,000 - 75,000; Full time

Job summary

J D FULWILER & CO INSURA NCE seeks an Employee Benefits Associate Account Manager to support the Employee Benefits team, handling renewals, implementations, and ongoing account administration with a focus on responsive client service.

You will assist with benefit questions, coordinate with carriers and vendors, and maintain accurate records while growing knowledge and license eligibility over time.

Qualifications

• Experience in employee benefits or insurance preferred, but we are willing to train the right candidate.
• State life and health insurance license preferred at hire; ability to obtain the required license within the timeframe established by management is required.
• Strong client service, communication, organization, and relationship-building skills.
• Proficiency with Microsoft Office and the ability to learn new systems and technology.

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.

Skills

Client service

Organization

Communication

Relationship-building

Learning agility

Education

High school diploma or GED

Bachelor's degree (preferred)

Tools

Microsoft Office

Job description

J D FULWILER & CO INSURA NCE seeks an Employee Benefits Associate Account Manager to support the Employee Benefits team, handling renewals, implementations, and ongoing account administration with a focus on responsive client service.

You will assist with benefit questions, coordinate with carriers and vendors, and maintain accurate records while growing knowledge and license eligibility over time.