Assistant Account Representative

Independent Insurance Agency, servicing customers in the Pacific Northwest has a hybrid opening for an Assistant Account Manager to support the Employee Benefits department. This is a Direct Hire opportunity, paying $50K - $65K.

Job Description

Employee Benefits Client Services Specialist  - Our client, an Independent Insurance Agency in Beaverton, OR, has an opening in their Employee Benefits department to provide customer service and support for small group and individual accounts.  For consideration, please email your resume to jodi.ayers@activatestaffing.com.

The successful candidate will:

  • Thrive in a family-first, collaborative environment.
  • Build relationships built on knowledge, trust, and integrity.
  • Support with sales and accounts servicing.

Responsibilities:

  • Directly manage and service an assigned book of business for Small Group Accounts, including Individual and Medicare accounts.
  • Request renewal documentation from carriers, pull comparative quotes, and utilize tools like WiredQuote to assemble client renewal packages.
  • Maintain flawless, precise client documentation, policy changes, and tracking within Applied EPIC. 
  • Build, update, and manage backend configurations and employee data audits on Benefit Admin platforms.
  • Develop and format clear, professional client Benefit Guides and open enrollment presentation materials. 

Requirements:

  • 3+ years Employee Benefits experience.
  • Medicare experience highly preferred.
  • OR & WA Life and Health license.
  • AHIP/Medicare Certification is required within the first 90 days of employment (agency supported).
  • Systems experience in Employee Navigator, HealthSherpa, Quotit, and/or Applied EPIC experience is preferred.

Compensation & Benefits:

  • Hybrid Schedule after 30-day training period. 
  • $50,000 - $65,000
  • Medical, Vision, Dental, & LTD
  • PTO
  • 401(k)
  • Life and Disability Insurance

About Activate Staffing LLC

The Resource for Insurance Professionals
Activate Staffing is a premier staffing firm specializing in the Insurance Industry. Our staff is comprised of the best Insurance and Staffing professionals in the industry to fill the staffing needs of Insurance Companies, TPAs, Self-Insured Entities, and Retail and Wholesale Agencies and Brokerages. We have the breadth of knowledge and the skills needed to successfully match top-notch talent with highly rated companies. Give us a call, and Expect the Best!

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Job Summary

  • Job ID

    2024343

  • Category

    Sales

  • Location

    Beaverton, OR

  • Order Type

    Direct Hire

  • Contact Phone

    (720) 633-9726

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