Account Manager/Client Experience Manager Employee Benefits Division

The Employee Benefits Division of our agency is hiring an experienced Account Manager/Client Experience Manager to join our team and hit the ground running! Candidates must have a current Health & Life license and a minimum of 3-5 years of experience in employee benefits or group benefits insurance.

Our clients love working with our Benefits team because:

• We help clients navigate a complex healthcare and employee benefits system.
• We advise our clients regarding the trends and benchmarking in the marketplace and “shop” the market when appropriate.
• We enjoy strategizing with our clients to create the most comprehensive benefits program to meet the needs of the company and their employees.
• We focus on negotiating the best benefits for the best price with our carrier partners.
• We are not beholden to one insurance company or product solution.
• We provide ongoing service and support to HR Managers and business owners so they can deliver benefits programs their employees appreciate.
• We help HR Managers with enrollments, terminations, and more.
• We help employees with claims advocacy, helping them to ensure that claims were correctly processed and they are not overcharged.
• We streamline with our in-house Retirement Plan Division to reduce meetings and save time for decision makers.
• We keep up to date on product offerings and can be creative in our recommendations for benefits.

Client Experience Managers play a pivotal role.

As a Client Experience Manager you will serve as the single point of contact (day to day) for specific clients assigned. This includes:

• Building meaningful relationships based on trust, respect, and care
• Building your knowledge of Industry Products and Services
• Anticipating needs of clients and creating a positive client experience
• Working as a team to coordinate services from other departments
• Maintain relationships by phone, email, and in person meetings (minimal travel)
• Managing annual service cycle and renewals
• Educating employees on their benefits in virtual and in-person group meetings
• Communicating processes, deadlines, and expectations to clients
• Maintaining detailed notes and records

Experience:

• 3-5 years minimum in Employee Benefits or Group Insurance experience
• Active Health & Life Insurance License.
• Associates Degree or higher preferred
• Proficiency with MS Office Suite & Adobe (Excel, Outlook, Word, PowerPoint, Adobe PDF, and OneDrive)
• Familiarity with CRM/Customer databases and electronic recordkeeping – We use a Salesforce based platform, familiarity with that platform is a plus
• Excellent telephone and interpersonal relationship skills
• Exceptional attention to detail and organizational skills

Compensation -

We offer compensation based on experience in the industry. Starting salary range is posted in this listing. This is a salary based role, with opportunities to earn quarterly bonuses and overtime pay during more impacted service times.

More about us:

Our office is a representative of Northwestern Mutual. Because of the SEC and FINRA compliance requirements, all new hires go through a thorough fingerprinting and background check before they can start at our agency.

We are an in-office operation to allow for the greatest opportunities for camaraderie, efficiency, and teamwork. We do not offer hybrid or remote work for this position.

Packard Wheeler Succession is much more than Employee Benefits! We have other divisions that focus on employer sponsored retirement, individual wealth management, life insurance, long-term care insurance, and long-term disability coverages. We also specialize in deferred compensation, non-qualified plans, keyperson coverage, and succession planning for businesses. As a team member you would have the opportunity to work alongside a variety of people that are all working toward the same Mission: We guide businesses and individuals towards a legacy of prosperity.

We look forward to meeting you!

Job Type: Full-time

Pay: $52,500.00 - $75,000.00 per year

Benefits:

• Dental insurance
• Disability insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience:

• Employee benefits: 3 years (Required)

Language:

• Spanish (Preferred)

License/Certification:

• Life & Health Insurance License (Required)

Ability to Commute:

• Spokane Valley, WA 99216 (Required)

Work Location: In person

Salary : $52,500 - $75,000