Account Manager


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Located in Bend, OR

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, 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 





Express Office: Bend
61379 South Highway 97
Bend, OR 97702
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