AssuredPartners of Oregon: Small Group Employee Benefits Account Manager

Leading Insurance Company, AssuredPartners of Oregon, is seeking a Small Group Employee Benefits Account Manager to add to their teamSalary: $65,000 $75,000, with full benefits (health, dental, vision, 401k, PTO, and more).

Eligible for commission pay with new business placement.Job Location: Lake Oswego Office at 5005 Meadows Road, Suite 402, Lake Oswego, OR 97035.

Currently remote and will eventually become a remote hybrid opportunity (roughly 2-3 days/week in-office).Work Hours: 8 AM to 5 PM PST (flexible hours).

AssuredPartners has Excellent Benefits, including:401K matchMedical, Dental, and Vision InsuranceHSA and FSA optionsEmployer-paid life insurance, short and long-term disabilityVoluntary life insurance, critical illness, and accident insurancePaid time-off and paid holidays Small Group Employee Benefits Account Manager Role Summary:The Account Manager is responsible for the strategic management of client’s employee benefit plans and objectives.

The Account Manager is also responsible for developing and maintaining relationships with other internal and external business partners and carriers.Small Group Employee Benefits Account Manager Requirements:3-5 years of Small Group Employee Benefits account management/client servicing experience within an insurance agency setting requiredLife and Health Insurance License requiredKnowledge of self-funded and fully-insured benefits requiredCollege degree or equivalent experienceKnowledge of agency management software and proficiency in Microsoft suite of products including Outlook, Excel and PowerPoint Small Group Employee Benefits Account Manager Responsibilities Include:Responsible for strategic management of assigned book of business to understand the client’s business and assist in developing Employee Benefit programs and initiatives that support the client’s goals and objectives.Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate.

Coordinates and ensures a smooth transition process for new customers.Identifies opportunities for adding other lines of coverage or services.Educates clients concerning the regulatory environment and assists clients with compliance issues as necessary.Acts as project manager to deliver unique value through the execution of client specific business plans, service timelines, and corporate communication.Coordinates and oversees the renewal process, including marketing activities, understanding underwriting and renewal development, and negotiating on behalf of client.Follows agency policies and procedures including reviewing client contracts, maintaining client files, HIPAA compliance, and agency audits among others.Ensures accuracy of all Agency management system information for marketing, benchmarking and other purposes.Updates on-going activity in Agency management system.Maintains relationships with internal and external business partners and carriers.Participates in special projects/teams, assists in workflow review and improvement initiatives, and performs all other activities inside and outside of job scope.

About AssuredPartners:AssuredPartners is the fastest-growing independent insurance agency in the U.S.

Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies.

AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue.

As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.a