Account Manager, Employee Benefits

Medford, Oregon
Salary + benefits
Mar 01, 2021
Apr 30, 2021
Customer Service
Job Type
Full Time

Propel Insurance has an opportunity for a dynamic individual to join our rapidly growing Employee Benefits Practice as a SBU Account Manager.  In this role, you will serve as the primary client service contact and perform an array of account management duties on an assigned book of business.  In this team environment, you will also support the Consultant and/or Account Executive on various account management activities. Candidates seeking a culture fit will appreciate and honor our core values, inspire thought leadership from others, and drive to be best-in-class in their respective niche.


  • Ensure client satisfaction and delivering an exceptional level of customer service in a professional and timely manner
  • Analyze and market employee benefit programs
  • Prepare renewal and new business proposals, presentation materials and supporting documents as necessary
  • Review contracts, amendments and SPDs for accuracy and coverage; identify errors and coordinate corrections with the carrier/vendor.
  • Provide claims, eligibility, billing and plan administration advocacy and resolution
  • Maintain effective working relationships with carriers, vendors and internal stakeholders
  • Maintain broad knowledge base of vendor products and underwriting requirements
  • Coordinate and conduct client presentations including open enrollment meetings and renewal presentations
  • Maintain ownership of the agency management system (documents, emails, phone calls, contracts, internal processes and procedures, etc.)
  • Delegate specific tasks to Account Assistant/Administrative Assistant
  • Provide Peer Review for other team members
  • Maintain a current working knowledge of industry legislative and compliance issues including, but not limited to: ACA, COBRA, HIPAA, ERISA, FMLA, etc


  • Minimum of 4 years small group Employee Benefits brokerage experience
  • College Degree or Equivalent Industry Experience
  • Applicable State Life and Disability License
  • Experience managing all lines of employee benefits coverage including alternate funding arrangements (e.g. HRA)
  • Excellent communication, presentation and writing skills
  • Exceptional abstract reasoning and analytical capabilities
  • Skilled in time-management and prioritizing objectives