Job description

Title : Account Manager-Employee Benefits Location : Spokane, WA (Hybrid-2 day per week onsite) Job Type : Permanent / Direct-Hire Compensation : $90,000 - $100,000 Annually Industry: Insurance --- About the Role Join a leading national insurance brokerage firm recognized as one of the five largest in the U.S., offering property and casualty, workers' compensation, employee benefits, surety, and financial products to clients nationwide. This organization thrives on building employee benefits solutions rooted in the belief that health drives growth, delivering an unmatched depth of service that helps clients stay resilient and turn change into opportunity. This is an opportunity to join a dynamic, growing team with strong potential for individual and career advancement, working alongside a larger Account Management team based in Spokane. Job Description The Account Manager â Employee Benefits will manage a book of approximately 10â15 self-funded, mid-to-large group accounts (ranging from a couple hundred to a few thousand covered lives) in a fast-paced, transactional environment. Key responsibilities include: • Supporting the Producer in developing new business opportunities with existing clients and prospects • Initiating the renewal process, and discussing and creating renewal strategy with the Producer • Analyzing and comparing current exposures, and developing renewal or new business marketing specifications • Conducting marketing efforts, negotiating rates, and reviewing quotes and coverages for competitiveness and accuracy • Reviewing and summarizing marketing results and preparing client proposals • Finalizing proposals and presentations in coordination with the Producer • Binding insurance coverage and preparing binders and/or delegating certificate issuance • Reviewing policies and contracts for accuracy • Preparing coverage summaries and/or schedules for clients • Reviewing client accounting history, responding to accounting inquiries, correcting discrepancies, and following up on receivable collections • Participating in the claims process as directed, including claim submission, follow-up, and communication • Providing technical guidance to staff on client needs or procedural issues • Notifying brokers of information pertinent to client retention • Meeting with clients as needed or as directed by the Producer • Collecting fees and resolving outstanding balances within 90 days of invoicing • Maintaining complete, accurate data within the agency management system • Performing other duties as assigned Qualifications Required Qualifications: • Associate's degree or equivalent combination of education and experience • 3â4 years of Account Management experience within employee benefits/insurance • Experience managing self-funded, mid-to-large group accounts (a couple hundred to a few thousand lives) • Valid insurance license, with ability to meet Continuing Education requirements for renewal • Proficient in Microsoft Office Suite • Excellent verbal and written communication skills • Excellent customer service skills, including strong telephone and listening abilities • Ability to work effectively within a team and foster teamwork Preferred Qualifications: • Strong leadership, problem-solving, and time management skills Benefits Our clientâs benefits package includes comprehensive medical, dental, and vision coverage, along with life, accidental, and long-term care insurance. They prioritize financial security and offer resources to support mental health, employee assistance programs (EAP), and fitness initiatives. Additionally, they promote work-life balance and provide opportunities for professional development to help you grow both personally and professionally. How to Apply Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once weâve reviewed your application details, a recruiter will reach out to you with next steps! Equal Opportunity Statement As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you! #BP.Indeed #LI-TE1 #LI-Hybrid

Requirements

Must-haves

Title : Account Manager-Employee Benefits
Location : Spokane, WA (Hybrid-2 day per week onsite)
Job Type : Permanent / Direct-Hire
Compensation : $90,000 - $100,000 Annually
Industry: Insurance
Supporting the Producer in developing new business opportunities with existing clients and prospects
Initiating the renewal process, and discussing and creating renewal strategy with the Producer
Analyzing and comparing current exposures, and developing renewal or new business marketing specifications
Conducting marketing efforts, negotiating rates, and reviewing quotes and coverages for competitiveness and accuracy
Reviewing and summarizing marketing results and preparing client proposals
Finalizing proposals and presentations in coordination with the Producer
Binding insurance coverage and preparing binders and/or delegating certificate issuance
Reviewing policies and contracts for accuracy
Preparing coverage summaries and/or schedules for clients
Reviewing client accounting history, responding to accounting inquiries, correcting discrepancies, and following up on receivable collections
Participating in the claims process as directed, including claim submission, follow-up, and communication
Providing technical guidance to staff on client needs or procedural issues
Notifying brokers of information pertinent to client retention
Meeting with clients as needed or as directed by the Producer
Collecting fees and resolving outstanding balances within 90 days of invoicing
Maintaining complete, accurate data within the agency management system
Performing other duties as assigned
Associate's degree or equivalent combination of education and experience

Nice-to-haves

Strong leadership, problem-solving, and time management skills

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: haleymarketing
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

Professional Development