Insurance Client Services Specialist – Employee Benefits & Individual Accounts

• Position type: Full-time, 8:30 AM–5:00 PM
• Initial training: You’ll begin with in-office training for the first 30 days, or until you feel confident and comfortable using the agency’s systems and workflows.
• Hybrid schedule: After training, you’ll work in the office every Tuesday and Thursday from 8:30 AM–5:00 PM, with the flexibility to work remotely on other days or come in as needed for face-to-face meetings.

Compensation and Benefits

Job Overview

Core Responsibilities

Association Health Plan and Small Group Management

• Account ownership: Manage and service an assigned book of business within the agency’s specialized Association Health Plan program.
• Book flexibility: Support traditional small group client accounts outside the AHP program as business needs and workload allow.
• Renewal support: Request renewal documentation from carriers, pull comparative quotes, and use tools such as WiredQuote to prepare clear client renewal packages.
• System accuracy: Keep client documentation, policy changes, and tracking accurate and up to date in Applied EPIC.
• Enrollment support: Build, update, and manage backend configurations and employee data audits on benefit administration platforms.
• Client materials: Create and format benefit guides and open enrollment presentation materials that are clear, helpful, and professional.

Medicare and Individual Account Support

• Producer partnership: Partner with the Medicare Producer on account servicing, sales workflows, and administrative support.
• Individual account management: Manage the sales, intake, onboarding, and annual renewal process for individual health and life insurance prospects and policyholders.
• Client support: Serve as a responsive, helpful point of contact for individual and Medicare policyholders, assisting with billing questions, claim issues, and enrollment changes.
• Carrier relationships: Build strong working relationships with carrier representatives to help resolve client needs efficiently.
• Daily service support: Respond to inbound service requests, including employee changes, ID cards, coverage questions, and team overflow support.
• Team continuity: Coordinate carrier meetings, participate in annual product trainings, and support teammates during busy open enrollment periods.

What We’re Looking For

• Experience: A bachelor’s degree in business or a related field and/or 3–5+ years of experience as an Account Manager or Assistant Account Manager in the life and health insurance industry.

• Medicare expertise: Experience with individual Medicare sales is highly preferred, but not required.
  • Licensure: Current Oregon and Washington Life & Health licenses are preferred.
  • Certification: AHIP/Medicare certification is required within the first 90 days of employment, with support from the agency.
• Technical tools:
  • Strong proficiency with Employee Navigator is highly preferred.

• Experience with HealthSherpa or Quotit is highly preferred.
• Hands-on proficiency with Applied EPIC and Microsoft Office, including Excel, Word, and Outlook, is required.

• Working style: A collaborative, solutions-focused approach, with the ability to stay positive and organized while managing time-sensitive work and frequent phone or in-person interactions.