Account Manager - Retirement

OverviewCSNW Benefits is a well-established, Northwest benefits company based in Portland, Oregon. We help employers attract, retain, and reward employees through innovative, customizable, cost-effective, healthcare and benefits packages. Through our responsive and empathic customer service, compliance tools, and HR resources, we support employees with access to physical, financial, mental, and social protections to safeguard wellbeing.Our team of employees at CSNW Benefits is highly motivated, innovative, and passionate about providing an exceptional client experience. We look for individuals interested in growing with our firm and working in an exciting, fast-paced, and collaborative work environment.Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact? Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success? If that is what you’re looking for, this is your chance to be part of an amazing organization!This position’s primary responsibility is to serve as the day-to-day expert on a book of business and the point of contact for clients while maintaining a high level of client and internal team satisfaction. The Account Manager will assist Producers in coordinating the details for the annual renewal, preparing materials for quarterly client meetings, ensuring the flow of information to other departments as needed, maintaining client databases, records management, project-specific assignments, and other responsibilities in support of client satisfaction as assigned.ResponsibilitiesManage current client accounts and assist in sustaining these clients by providing quality expertise, timely service and creative solutions to meet their needs. Serve as point of contact and resource to, and in alliance with, the plan sponsor to field plan participant questions related to enrollment, coverage or other related questions. Coordinate service and support activities with Producers as appropriate. Refer complex or unique inquiries to Producers when necessary.Set up and maintain accurate and complete client data in client relationship management database (CRM), including documentation and management of action items and client communications according to procedure.Work with Producers to identify and resolve client conflicts and concerns. Implement solutions as identified and ensure future conflicts or concerns are minimized.Manage the implementation of all new contracts by overseeing the underwriting process and managing the related installation documentation and records.Maintain and develop thorough knowledge of benefit related products represented by the agency and attend product training as requested.Maintain thorough knowledge of regulatory issues affecting benefit plans and provide updates to clients when necessaryResearch, acquire and apply group health and wellness information to specific client needsKeep abreast of industry trends and to interpret the effect of carrier/product modifications.Maintain the highest level of security and confidentiality regarding corporate and client-related information.QualificationsSchedule - Monday through Friday- Business hours 8am-5pm. Occasional early mornings, and late evenings.This is a Hybrid position that does require In Office time. Currently, all staff is in each Tuesday- this is when we do our all-staff meetings. In addition, you can come in any additional days you like.We allow dogs in the office and many folks bring them in. Please let us know if you have any concerns about this.BenefitsWe're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.If you're a California resident, please read the California Consumer Privacy Act prior to applying.