Benefits Account Manager & Medicare Associate

Our client is a well-established family-owned and operated insurance agency with over 75 years of dedicated service across the Pacific Northwest. Specializing in Commercial Personal Group and Individual Benefit lines of insurance they have built a reputation for excellence and integrity. Their workplace culture is relaxed yet professional with a strong commitment to both their employees and their clients. After an initial onboarding period most team members enjoy a hybrid work arrangement balancing in-office collaboration with the flexibility of remote work.

They are seeking a skilled and motivated Benefits Account Manager & Medicare Associate to manage a book of small market and Association Health Plan (AHP) accounts while providing vital support to their Medicare Producer. This dual-function role is integral to delivering exceptional service to both group and individual clients and offers a dynamic opportunity for an experienced insurance professional to make a meaningful impact.

• Directly manage and service an assigned book of business within the Association Health Plan (AHP) program.
• Take on and manage traditional Small Group client accounts as business needs and workload dictate.
• Request renewal documentation from carriers pull comparative quotes and utilize tools such as WiredQuote to assemble comprehensive client renewal packages.
• Maintain detail-oriented client documentation policy changes and tracking within Applied EPIC.
• Build update and manage backend configurations and conduct employee data audits on Benefit Administration platforms.
• Develop and format clear professional client Benefit Guides and open enrollment presentation materials.

• Directly support the Medicare and Individual Health Plan Producer with account servicing sales workflows and administrative tasks.
• Serve as a responsive point of contact for individual and Medicare policyholders resolving complex billing discrepancies claim issues and enrollment modifications.
• Handle daily inbound service requests including employee changes ID cards and coverage inquiries as well as cross-functional team overflow as needed.
• Coordinate carrier meetings participate in product trainings and provide team support during peak periods and busy seasons.

• Bachelors Degree in a related field and/or 35 years of dedicated experience as an Account Manager or Assistant Account Manager within the Life and Health insurance industry.
• Familiarity with Medicare sales servicing or claims is highly preferred though not required.
• A current Oregon & Washington Life & Health insurance license is required.
• AHIP Certification is required.
• Initial training and onboarding must be completed in-office for the first 30 days or until fully comfortable and competent with all systems and workflows.
• Following successful completion of training in-office presence is required every Tuesday and Thursday 8:30 AM 5:00 PM.

• Employer-paid comprehensive Medical Vision and Dental coverage
• Long-Term Disability insurance
• Supplemental suite of Voluntary Benefits
• Paid Time Off (PTO) and Paid Leave Oregon
• 401(k) retirement plan
• Employer-paid Life and Disability insurance
• Hybrid work schedule following onboarding completion

If you are a licensed insurance professional with a passion for client advocacy a strong background in group benefits and an interest in growing your expertise in Medicare and individual health plans we encourage you to apply. This is a fantastic opportunity to join a respected long-standing agency that values its people and fosters a supportive collaborative environment. Take the next step in your career apply today!