Position / Job Title: Account Manager-Redmond, Oregon

Major Objective of the Position:

• Assist the Director of Sales & Client Services in servicing client, broker accounts, and relationship development
• Serves as a liaison between Customer Service, clients, members, and Stop Loss carriers
• Works closely with client Human Resources and executive personnel
• Maintains all client reporting and internal files, documents, and forms
• Perform Client renewal and open enrollment duties
• Coordinates with Communication Manager to update, develop, and maintain communication materials for each client
• Understand, interpret, and distribute financial reporting to brokers and clients

Duties and Responsibilities:

• Communicates with the Client Services Director and/or Manager and the Claims Department for updates regarding the Schedule of Benefits and Plan Building
• Resolves problems and answers questions from claims, eligibility, and customer service personnel
• Maintains all client reports
• Communicates with Stop Loss coordinator, Stop Loss carriers, files, and tracks all Stop Loss claims
• Communicates large claims information to the clients and brokers
• Communicates weekly check registers to clients, and receives approval to release, if applicable
• Ability to perform new client implementations
• Schedule and perform regular calls with brokers and clients and maintain ongoing action plans
• Development of communications materials, plan documents, Amendments, forms, and PowerPoint presentations when needed
• Know Industry compliance and regulatory guidelines
• Ability to stay on task, deliver the appropriate follow-up, update the internal tracking system, and provide prompt email communications
• Participate in team-building events and exercises
• Oversee vendor payments to ensure they are processed timely

Additional Tasks:

• Assists all third-party clients with any issues or questions and coordinates internal support with Customer Service and Claims
• Performs any other reasonable duties as directed by management
• Send out monthly invoices to clients and track late notices, when applicable
• Maintains other reports at the client’s or broker’s request
• Follow up with clients who express concerns, complaints, or issues
• Willingness to further education and participate in educational or networking events

Decision-Making Authority:

• Authorized to make benefit determinations according to plan documents and procedures

Relates with others:

• Inside office: All internal staff
• Outside office: Clients, Stop Loss carriers, Brokers, Participants, Providers, Medical Management Staff, and other vendors

Requirements for the Position:

• Must have an open mind, and the ability to think outside the box
• Handle high levels of stress satisfactorily and be congenial with customers, clients, and employees always
• Ability to always project a positive and friendly attitude
• Must be customer service oriented and have a passion for helping people
• Must be willing to go above and beyond to ensure full client satisfaction
• Must be willing to read and understand client benefit plans and summary plan descriptions
• Consistent and timely arrival is important to the success of this full-time position
• Must participate in HIPAA, DOL, and TPA standards training
• Occasional travel with public speaking

Knowledge and skills needed:

• Familiar with Excel, Word, PowerPoint, and the ability to learn the client''s website
• Ability to work quickly and accurately
• Must have strong and accurate typing skills (45-60 words per minute)
• Must have good decision-making skills
• Positive attitude, friendly demeanor, and be team oriented
• Excellent verbal & written communication skills & marketing knowledge
• Must be highly organized and can multi-task and prioritize
• Must have the ability to analyze and understand reports
• At least 3 years of account coordination or management experience
• Proven track record of above-average client retention skills
• Support department and company mission statement

Education and Training:

• High School Diploma or Equivalent, an associate degree is preferred
• Insurance or Benefit knowledge is preferred
• Successful completion of the in-house training program work

Work Arrangements:

This position may be eligible for remote

Reports to: Director of Sales & Client Management

Please call at 541-389-1505 or email Natasha your resume at natasha.cagle@expresspros.com

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