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. Key Responsibilities Small Group Account Management 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. Medicare & Individual Account Support 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. Qualifications Bachelor's Degree in a related field and/or 3–5+ 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. Benefits 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! ```