- Serve as the daily contact for assigned clients
- Work with Consultants to develop monthly, quarterly, and annual presentations for routine service calls and meetings
- Assist in the renewal process
- Organize, attend, and conduct employee enrollment meetings as requested
- Coordinate the marketing survey process for clients and assist with RFP development
- Set up new clients in our various systems
- Bachelor's degree is preferred, but at a minimum a high school diploma or its equivalent is required.
- Professional work experience in employee benefits and insurance industry knowledge
- Prior customer and/or client service experience is required.
- An active health insurance producer or consultant license is required; a life insurance license is highly preferred.
- Proficient in personal computers and the Microsoft Office Suite, including Excel
- Exceptional verbal and written communication skills
- You have a professional designation in the field of employee benefits (CEBS, RHU, etc.)
- You have the ability to work cohesively with a team in order to serve clients at the highest level
- You have excellent organization and time management skills, with the ability to successfully handle multiple projects, timelines, and priorities
- You are attentive to details, a quick learner, and a self-starter
- You have a track record of doing what's best for the client
- A rich benefits package including generous Paid Time Off, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Retirement plan, and Employee Stock Purchase Program
- Support & Development to cultivate your knowledge and Continuing Education to maintain or support your professional designations
- Community Involvement perks including 8 hours paid volunteer time per quarter, charitable contributions matched by TPG, and an All-company holiday volunteer day
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Benefits Account Manager - Portland, United States - The Partners Group - External
1 week ago
Description
Job Description
Job DescriptionDescription:Are you an Employee Benefits professional?
Find your place at The Partners Group, a purpose-driven company committed to making a difference in our community through our work and inspiring others to do the same.
TPG's success is driven by a culture that values partnerships. We're looking for people who invest in their relationships, seek to learn, create winning solutions for all, and do what they say they are going to do. Hard work goes without saying at TPG, supported by our culture that thrives on having fun while living well. This is what it means to be a partner for our clients and teammates.
Are you ready to join an amazing team that has won too many Employer of Choice awards to list? Let's work together
The Partners Group currently has an outstanding opportunity for an employee benefits professional to join our Employee Benefits team as an Account Manager in our Portland, OR office.
How you will have an impact at TPG:
The primary role of the Benefits Account Manager is to use independent judgment to support Consultants to provide TPG services to our Employee Benefits Division clients.
What a typical day in this role looks like:
Key details
Location: Portland, OR; in-office with hybrid remote opportunities
Hours: 40 hours/week, Mon-Fri
Salary Range: $70,000 - $85,000 annually, DOE
Physical Requirements: Ability to sit for long periods of time, ability to communicate verbally and in writing, and ability to handle long periods of screen time.
Travel: Ability to travel with minimal overnight stays
Requirements:What you'll bring to the table:
What will really make you stand out:
What TPG can offer you:
Commitment To Diversity
TPG promotes a culture of inclusion and is committed to growing the diversity of our workforce. This is a place where all employees have the opportunity to achieve their goals and meet the needs of our clients and the communities we serve. Embracing and encouraging a diverse range of perspectives makes us stronger, smarter, and more effective. The sum of our individual differences drives our culture, reputation, and achievements.
Apply Today
Complete the application using your resume A cover letter is not required - but we'd love to learn why you're interested in the opportunity to join us.
