Account Manager Employee Benefits

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.