Employee Benefits Associate Account Manager

Posted 18 Days Ago
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Portland, OR, USA
In-Office
21-26
Entry level
Insurance
The Role
Supports employee benefits account managers with client renewals, implementations, account administration, communications, reporting, and service requests. Coordinates with clients, carriers, and vendors; maintains accurate records; tracks deadlines; and assists with process improvements and special projects. The role offers training and increasing responsibility as benefits knowledge, licensing, and experience develop.
Summary Generated by Built In

Description

 We are looking for an Employee Benefits Associate Account Manager to support our Employee Benefits team and provide responsive service to clients of all sizes. This is a strong opportunity for someone who enjoys helping others, stays organized, and wants to build a career in employee benefits.

You will assist with renewals, implementations, ongoing account administration, and day-to-day service while gradually taking on greater responsibility as your knowledge, licensing, judgment, and experience grow.

What We Offer:

  • Growth potential
  • A team-oriented culture that values your input and expertise.
  •  Training and ongoing professional development.
  •  Access to industry tools, carrier resources, and experienced team members.
  •  Hybrid work options after eligibility requirements are met. 

Responsibilities: 

  • Support Account Managers with client renewals, marketing, implementations, and ongoing account administration.
  • Assist clients with benefit-related questions and service needs, coordinating with carriers and vendors as appropriate.
  • Process client and carrier requests accurately and maintain complete, current records in agency systems.
  • Prepare client communications, reports, presentations, and other benefit materials.
  • Monitor assigned tasks, meet established deadlines, and keep Account Managers informed of progress or concerns.
  • Develop working knowledge of employee benefits, industry requirements, carrier practices, and agency procedures.
  • Support department initiatives, process improvements, and special projects as assigned.

If you are a highly motivated individual with a passion for providing exceptional customer service and have a proven track record we encourage you to apply for this exciting opportunity.

Requirements

  •  Prior employee benefits, insurance, client service, or administrative experience is preferred, but we are willing to train the right candidate.
  • High school diploma or GED required; bachelor's degree or an equivalent combination of education and relevant experience preferred.
  • Current state life and health insurance license preferred at hire; ability to obtain the required license within the timeframe established by management is required.
  • Strong client service, communication, organization, and relationship-building skills.
  • Ability to prioritize assignments, meet deadlines, and support multiple Account Managers in a fast-paced environment.
  • Strong attention to detail, accuracy, follow-through, and sound judgment.
  • Proficiency with Microsoft Office and the ability to learn new systems and technology.
  • Initiative, accountability, and a commitment to continued learning and professional development.

 This position involves regular client and business-partner contact and requires professional communication, judgment, conduct, and appearance. The role requires the ability to work with changing priorities and unscheduled interruptions, sit for extended periods, and use standard office and computer equipment.  

Skills Required

  • High school diploma or GED
  • Ability to obtain the required state life and health insurance license within the timeframe established by management
  • Prior employee benefits, insurance, client service, or administrative experience
  • Bachelor's degree or equivalent combination of education and relevant experience
  • Current state life and health insurance license at hire
  • Strong client service, communication, organization, and relationship-building skills
  • Ability to prioritize assignments, meet deadlines, and support multiple Account Managers
  • Strong attention to detail, accuracy, follow-through, and sound judgment
  • Proficiency with Microsoft Office and ability to learn new systems and technology
  • Initiative, accountability, and commitment to continued learning and professional development
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The Company
75 Employees
Year Founded: 1988

What We Do

JD Fulwiler & Company Insurance is a family-owned independent insurance agency founded in 1988. They specialize as a full-service provider of commercial lines, personal lines, employee benefits, and bonding. Based in Portland, Oregon, they serve the western United States with a focus on customized coverage and risk management for a wide range of businesses and families, ensuring comprehensive protection across various specialized industries.

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