Benefits Account Manager
Inszone Insurance Services · Bend, OR · 2 mo ago
Business DevelopmentFull-time
Benefits
- Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
- Health Savings Account
- Short-Term and Long-Term disability options
- Paid time off, accrued paid sick days and time off to devote to your favourite charity
- Paid Holidays, including the day after Thanksgiving
- 401K retirement program with company contribution matching
- Access to our Employee Assistance Program
Responsibilities
- Process policy changes and respond to enquiries with the utmost professionalism and timeliness
- Answer client’s questions regarding payments and notices
- Manage a diverse book of house accounts
- Cross-sell additional lines of business to existing customers
- Support designated staff
- Review and respond to renewal activities
- Follow up and see tasks thru to completion
- Always protect the best interest of both the company and the customer
Qualifications
- Experienced - The ideal candidate will have experience supporting the sale of employee benefits
- Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment. Cross-training opportunities will be available for life insurance, annuities, and long-term care.
- Licensed – Current license required.
- Quick learner – We are looking for someone who can pick up new things rapidly. A quick starter who can integrate new knowledge will be set up for success.
- Computer literate – Ready to use and learn technology, as we work in a variety of portals and software programs.
- Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
- Organization – Ability to plan and operate in a well-organized manner.
- Team Oriented – Ability to incorporate well with the existing team, as well as maintain a positive attitude and good energy in the workplace.
About the role
Role The Benefits Account Manager supports the sales of and provides service for customers. This role is responsible for changes, updates, and value-added services. NOTE: This role is in no way related to the administration of employee benefits such as one might see in a company Human Resources Department. This role supports the SALE of employee benefits to organizations.
Schedule
This is a full-time, onsite role.