Account Manager-Employee Benefits

About The Role

Join a leading national insurance brokerage firm recognized as one of the five largest in the U.S., offering property and casualty, workers' compensation, employee benefits, surety, and financial products to clients nationwide. This organization thrives on building employee benefits solutions rooted in the belief that health drives growth, delivering an unmatched depth of service that helps clients stay resilient and turn change into opportunity. This is an opportunity to join a dynamic, growing team with strong potential for individual and career advancement, working alongside a larger Account Management team based in Spokane.

Responsibilities

• Supporting the Producer in developing new business opportunities with existing clients and prospects
• Initiating the renewal process, and discussing and creating renewal strategy with the Producer
• Analyzing and comparing current exposures, and developing renewal or new business marketing specifications
• Conducting marketing efforts, negotiating rates, and reviewing quotes and coverages for competitiveness and accuracy
• Reviewing and summarizing marketing results and preparing client proposals
• Finalizing proposals and presentations in coordination with the Producer
• Binding insurance coverage and preparing binders and/or delegating certificate issuance
• Reviewing policies and contracts for accuracy
• Preparing coverage summaries and/or schedules for clients
• Reviewing client accounting history, responding to accounting inquiries, correcting discrepancies, and following up on receivable collections
• Participating in the claims process as directed, including claim submission, follow-up, and communication
• Providing technical guidance to staff on client needs or procedural issues
• Notifying brokers of information pertinent to client retention
• Meeting with clients as needed or as directed by the Producer
• Collecting fees and resolving outstanding balances within 90 days of invoicing
• Maintaining complete, accurate data within the agency management system
• Performing other duties as assigned

Qualifications

• Associate's degree or equivalent combination of education and experience
• 3–4 years of Account Management experience within employee benefits/insurance
• Experience managing self-funded, mid-to-large group accounts (a couple hundred to a few thousand lives)
• Valid insurance license, with ability to meet Continuing Education requirements for renewal
• Proficient in Microsoft Office Suite
• Excellent verbal and written communication skills
• Excellent customer service skills, including strong telephone and listening abilities
• Ability to work effectively within a team and foster teamwork

Preferred Qualifications

• Strong leadership, problem-solving, and time management skills

Benefits

• Comprehensive medical, dental, and vision coverage
• Life, accidental, and long-term care insurance
• Resources to support mental health, employee assistance programs (EAP), and fitness initiatives
• Work-life balance and professional development opportunities