Lead Account Manager, Small Group Benefits (Hybrid Spokane)

Dahl Consulting

Spokane (WA)

Hybrid

USD 90,000 - 110,000

Full time

14 days+
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Benefits offered by this job

Medical, dental, and vision coverage
Life insurance
Accidental insurance
Long-term care insurance
Employee assistance program (EAP)
Professional development

Job summary

Dahl Consulting is seeking an Account Manager Lead to join our Spokane employee benefits team. You will own a portfolio of small group clients (under 100 lives), mentor Account Managers, and partner with Producers to deliver strategic renewals and plan changes on-site in Spokane.

This consultative, relationship-driven role requires 7+ years in employee benefits, a valid license, and a collaborative mindset.

Qualifications

  • Bachelor's degree or equivalent combination of education and experience.
  • 7+ years of related employee benefits/account management experience.
  • Active insurance license and Continuing Education requirements.
  • Strong verbal and written communication skills.
  • Proven leadership and mentoring abilities.
  • Proficiency in Microsoft Office Suite.
  • Ability to work hybrid Spokane schedule: minimum 2 days/week in Spokane office.

Responsibilities

  • Serve as primary relationship owner for an assigned book of small group employee benefits clients (under 100 lives).
  • Lead and mentor a team of Account Managers, including training development, task delegation, and resolution of escalated service issues.
  • Manage the full renewal cycle—review renewals, prepare renewal letters, and market groups or present recommendations based on rate changes.
  • Meet with clients for pre-renewal strategy sessions, proposal delivery, and coverage explanations.
  • Negotiate with carriers/markets for premium concessions and select markets for solicitation.
  • Review coverage contracts and client illustrations for accuracy.
  • Oversee new carrier and plan implementations across the assigned book of business.
  • Manage new business processing, follow-up, and reporting accuracy across the team.
  • Act as liaison between the local office and corporate departments to support day-to-day operations.
  • Ensure fee collection and account reconciliation within 60 days of invoicing.
  • Maintain complete, accurate data within the agency management system in compliance with regulations.

Skills

Leadership
Communication
Customer service
Time management
Training & mentoring
Team collaboration

Education

Bachelor's degree or equivalent

Tools

Microsoft Office Suite

Job description

Dahl Consulting is seeking an Account Manager Lead to join our Spokane employee benefits team. You will own a portfolio of small group clients (under 100 lives), mentor Account Managers, and partner with Producers to deliver strategic renewals and plan changes on-site in Spokane.

This consultative, relationship-driven role requires 7+ years in employee benefits, a valid license, and a collaborative mindset.

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