Note: The job is a remote job and is open to candidates in USA. WHA Insurance is seeking a skilled and experienced Employee Life and Health Account Manager to join their team. In this role, you will manage a portfolio of benefits insurance clients, provide exceptional service, and maintain strong relationships with clients.

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

Skills

• Must have an active Life & Health Agents' license in the state of Oregon. (Or the ability to obtain within 90 days of hire)
• Minimum of 3 years of experience in insurance customer service
• Typing speed of no less than 45 wpm
• Proficiency with all Microsoft Suite applications including Word, Excel, Outlook
• Proficiency with general office software applications including Adobe, Explorer, and internet-based information systems
• Must possess excellent written and verbal communication skills
• Must work well independently as well as in a team-oriented environment
• Ability to take initiative in all aspects of work

Benefits

• 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.

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