What are the responsibilities and job description for the Account Manager Employee Benefits position at WHA Insurance Agency?
WHA is seeking a skilled and experienced Employee Life and Health Account Manager to join our team. As the Employee Life and Health Insurance Account Manager, you will manage a portfolio of benefits insurance clients, provide exceptional service, and maintain strong relationships with our clients. If you are a highly motivated and experienced employee life and health insurance professional with a passion for excellence in service delivery, we encourage you to apply for this exciting opportunity to join a wonderful team.
Essential Duties & Responsibilities
- Manage a book of business to ensure client retention, growth, and profitability.
- Answers calls from clients, prospects, and carriers each day, professionally and helpfully.
- Responds to all client queries and requests in an accurate and timely manner.
- Insurance Consultation, Assess Clients risk exposures and insurance needs to provide advice on tailored solutions to their business needs.
- Issues all policy documents at renewal and as requested by clients or insured’s clients.
- Reviews all quotes, policies, and endorsements from carriers for accuracy and completeness.
- Assists clients with claim reporting and follows up on all claim information for the client.
- Completes all processes for renewals, on all assigned accounts.
- Markets accounts to appropriate carriers to receive quotes.
- Prepares information for customers including proposals, summaries, and schedules.
- Prepares invoices and claim reimbursement agreements as needed.
- Partners with sales staff to meet and exceed customer’s service expectations.
- Assists with Medicare as needed.
Why is WHA a great place to work
- Onsite employee gym.
- Fully stocked employee kitchen (fruits, veggies, snacks, and more).
- Incentivized wellness program with cash bonuses.
- Paid Costco membership.
- Robust health plan including medical, dental, vision, and more.
- 401k with annual company match.
- Must have an active Life & Health Agents’ license in the state of Oregon. (Or the ability to obtain within 90 days of hire)
- Minimum of 3 years of experience in insurance customer service.
- Typing speed of no less than 45 wpm.
- Proficiency with all Microsoft Suite applications including Word, Excel, Outlook.
- Proficiency with general office software applications including Adobe, Explorer, and internet-based information systems.
- Must possess excellent written and verbal communication skills.
- Must work well independently as well as in a team-oriented environment.
- Ability to take initiative in all aspects of work.
About WHA Insurance
WHA Insurance is right for you if you want to make a career out of helping individuals, families, and businesses protect and secure their futures. We believe in hard work, genuine customer service, and education—all critical to being the best in our industry. We are career-minded and work diligently to ensure our team members are positioned for long-term success.
WHA Insurance may be the perfect fit for you if:
- You are passionate about customer service and want to help individuals, families, and businesses secure and protect their futures.
- You are a self-starter who enjoys a fast-paced work environment.
- You are committed to bettering yourself through education, training, and experience.
- You have a strong sense of integrity.
WHA Insurance is an independently owned and operated agency that provides top-notch, industry-leading insurance and risk management solutions nationwide, boasting a large team of industry-specialized agents.
Salary : $42,000 - $68,000