Account Manager
Job Summary and Mission
The Account Manager plays a key role within Benefits Team, maintaining and expanding a portfolio of client accounts by delivering exceptional service, ensuring policy accuracy, and identifying evolving coverage needs. Acting as the primary liaison between clients and insurance carriers, the Account Manager manages renewals, resolves service issues, and delivers tailored insurance solutions. Through a client-focused approach and strong attention to detail, this role supports retention and sustainable growth by ensuring every client feels informed, valued, and protected.
Summary of Key Responsibilities
Account Support
- Actively manages client renewal process, aligning team strategy and collaborating with the benefit team.
- Assists in managing renewal negotiations with insurance carriers
- Manages RFP process for medical, Rx, dental, vision, life, DI, and voluntary benefits.
- Develops and maintains relationships with carriers and vendors
- Assists Account Manager/Executive in presenting the renewal proposal to the client, if needed.
- Processes carrier changes and new business submissions at open enrollment.
- Updates/documents renewal plan information into Benefit Point (CRM).
Success Measures
- 2-4+ years of industry experience. Knowledge of commercial insurance and association plan structures required.
- Excellent communication and interpersonal skills.
- Proficient with Microsoft Office Suite (Word, Excel, Outlook, Teams, OneDrive). Excel proficiency is required.
- Licensed WA Life + Health Insurance license (preferred, can obtain after hire).
- Experience with account management platforms
- Strong organizational and time management capabilities.
- High attention to detail and follow-through.
- A collaborative mindset with a positive, solution-driven approach.
Reports to:
- Vice-President, Employee Benefits
- President
Leadership and Core Competencies
- Servant Leader: We put people before position. We support the needs of our team with humility and action.
- Adaptive: We foster a spirit of flexibility to support the needs of our team and our clients.
- Team Player: We recognize that we each bring unique skills to the table and utilize these to make us stronger - collaborating to highlight each other's strengths and 'get the win'.
- Truth Teller: Our words are kind and direct. Our purpose is to offer solutions, not criticism.
- Integrity: We consistently align our actions with our values.
- Problem Solver: Finding solutions to problems fuels our drive! We are comfortable creating change and blazing new pathways.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Ability to Commute:
Work Location: In person
Job Types: Full-time, Contract
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Application Question(s):
- Are you currently licensed in WA Life + Health Insurance?
Work Location: In person
