Northwest Benefits Account Manager — Client Experience

USI Insurance Services; Portland (OR); On-site; USD 70,000 - 80,000; Full time

Job summary

USI Insurance Services in Portland, OR is seeking an experienced Benefits Specialist to manage a book of small employee benefits accounts and serve as the day-to-day contact for clients.

You will support renewals, educate clients on compliance topics such as ERISA, COBRA, FMLA, and health care reform, and collaborate with carriers to deliver competitive benefit solutions while maintaining accurate records.

Qualifications

• 3-5 years’ experience in employee benefits industry or related marketplace.
• College degree preferred.
• Customer service experience preferred.
• Must hold life and disability insurance license.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to set priorities and manage deadlines.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Strong oral and written communications skills.
• Ability to define problems and generate potential solutions.

Responsibilities

• Service a high volume of accounts independently; without sales associate’s involvement. Utilize carrier websites and online rating systems.
• Provide proactive, personalized support to assigned clients. Act as primary contact between clients and insurance carriers.
• Provide insurance technical expertise to clients. Educate, advise, and aid clients on all compliance topics. Includes 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 the preparation of appropriate contractual changes. Communicate final placement details and instructions to insurers and clients.
• Manage the marketing and placement process for new benefit product offerings. Includes preparation of client application and determine most appropriate carriers. Analyze and compare carrier quotes and products. Make recommendations to clients.
• Coordinate and manage client communications via email, phone, and virtual online meetings.
• Develop employee communications for renewal changes, enrollment procedures, benefit changes and/or clarifications.
• Introduce clients to USI Benefit Resource Center for resolution support. Includes assistance with claims issues and benefit plan/policy questions.
• Introduce clients to USI value-add services where appropriate.
• Maintain a high degree of accuracy in agency management and document management systems.
• Ensure client deliverable standards are met. Participate in peer review with team members.
• Keep current with industry information, technology, and trends.

Skills

Customer service

Communication

Time management

Prioritization

Microsoft Office

Education

College degree preferred

Life and disability insurance license

Tools

Carrier websites

Online rating systems

Microsoft Office

Job description

USI Insurance Services in Portland, OR is seeking an experienced Benefits Specialist to manage a book of small employee benefits accounts and serve as the day-to-day contact for clients.

You will support renewals, educate clients on compliance topics such as ERISA, COBRA, FMLA, and health care reform, and collaborate with carriers to deliver competitive benefit solutions while maintaining accurate records.