Benefits Account Manager - Client Services & Renewals Pro

USI Insurance Services; Portland (OR); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Wellness program

College scholarships

Financial help in times of need

Job summary

USI Insurance Services in Portland, Oregon is seeking a benefits account manager to service a book of small employee benefits accounts and act as the day-to-day contact for clients and carriers.

You will educate clients on ERISA, COBRA, FMLA, 5500s and Health Care Reform, support renewals, and coordinate communications with multiple stakeholders. A life and disability license and 3–5 years in the field are preferred.

Qualifications

• 3-5 years’ experience in employee benefits industry or related marketplace.
• Must hold life and disability insurance license.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to set priorities and manage deadlines.
• Strong oral and written communications skills.

Responsibilities

• Service a high volume of accounts independently; without sales associate’s involvement.
• Provide proactive, personalized support to assigned clients; act as primary contact between clients and insurance carriers.
• Educate, advise, and aid clients on all compliance topics; ERISA, COBRA, FMLA, 5500s and Health Care Reform.
• Respond to requests for information, documents, and employee benefits insurance inquiries.
• Manage the renewal process for accounts including contractual changes and coordinating with insurers and clients.
• Coordinate and manage client communications via email, phone, and virtual meetings.
• Develop employee communications for renewal changes, enrollment procedures, and benefit changes.
• Introduce clients to USI Benefit Resource Center and other value-add services.
• Maintain accuracy in agency management and document systems.
• Ensure client deliverable standards are met and participate in peer review.
• Keep current with industry information, technology, and trends.

Skills

Employee benefits knowledge

Customer service

Life and disability insurance license

Microsoft Office

Deadline management

Strong communication

Team collaboration

Education

College degree preferred

Tools

Internet-based programs

Job description

USI Insurance Services in Portland, Oregon is seeking a benefits account manager to service a book of small employee benefits accounts and act as the day-to-day contact for clients and carriers.

You will educate clients on ERISA, COBRA, FMLA, 5500s and Health Care Reform, support renewals, and coordinate communications with multiple stakeholders. A life and disability license and 3–5 years in the field are preferred.