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!