Available Positions

Employee Benefits Account Manager: Middle Market Accounts – Bellevue, WA
Associate and Account Administrator Positions – Commercial Lines – Bellevue, WA

Employee Benefits Account Manager: Middle Market (51-500 lives) Accounts;
Bellevue, WA

Individual will be responsible for managing a book of business consisting of mid-sized fully insured clients (51-500 lives) as a part of a client service team. Individual will be an enthusiastic team player with a strong aptitude to problem solve, possess attention to detail and have the ability to prioritize work in a fast paced environment, able to meet deadlines and be a strong communicator. Individual should have approximately 5 years of experience in a brokerage/consulting environment having worked on middle market (51-500 lives), fully insured plans with some experience in level funding (partially self-insured plans).

Essential Job Functions Include:

  • Provide excellent client service as the primary day-to-day contact between clients, vendors and internal client teams. Provide accurate and timely responses to client issues. Work closely with members of the client service team. Build relationships with clients.
  • Responsible for project management of the annual client work plan to ensure client deliverables are completed timely throughout the year.
  • Manage client requests from inception to completion with limited direction.
  • Prepare materials and attend all client meetings as an active member of the client service team. Develop action items from meetings and follow through to completion. Document meetings and client decisions.
  • Identify client issues and trends as they surface and suggest solutions.
  • Manage the renewal process from start to finish including receipt and delivery of renewal, review and delivery of marketing results and plan options, vendor negotiations, client recommendations, renewal confirmations, and preparation of carrier paperwork.
  • Spread client renewal proposals for fully insured groups, as needed.
  • Oversee the implementation process for new benefits and carrier changes.
  • Prepare written communications such as open enrollment memos, renewal reports, custom employee communications, and benefit summaries.
  • Conduct open enrollment meetings for clients, both onsite and via webinar, to educate employees on healthcare and what’s changing. Prepare open enrollment presentations and communications to meet client needs.
  • Develop and maintain professional relationships with vendor partners and clients.
  • Provide employee advocacy services to clients including personalized and confidential eligibility, billing and claim support.
  • Review insurance documents, contracts and SPDs for accuracy. Provide peer review support to other team members work products.
  • Assist clients to comply with various federal, state and insurance company requirements including ERISA, ACA, HIPAA, COBRA, FMLA, 5500s, etc.
  • Maintain client files in compliance with PSF standards.
  • Actively participate in oral interviews with prospective clients.

Skills/Experience required include:

  • 5 years of experience as Account Manager in a broker or consulting firm.
  • High degree of professionalism in the marketplace, industry and with prospective and current clients.
  • Strong working knowledge of Excel, Microsoft word and Powerpoint.
  • Experience with alternative funding is preferred but not required.
  • Familiarity with Washington insurance markets and new products.
  • Able to attend industry events and educational opportunities in order to keep knowledge fresh and up to date.
  • Client presentation skills are required.
  • Some travel is involved.
  • Must be able to maintain life and disability insurance license.

Qualified candidates, please email your resume to careers@psfinc.com

Associate and Account Administrator Positions – Commercial Lines; Bellevue WA

Job Summary:

Individual will be responsible managing and delivering all aspects of clients’ insurance/risk management programs. This will include prompt and accurate service to commercial clients and implementation of agreed upon strategy to provide an optimal risk management program. Individual will analyze client contracts for insurance coverage purposes and negotiate with underwriters as needed. Oversee preparation of certificates in accordance with policy terms and limitations. Negotiate additional coverage as required and requested by the client. Manage client service work product as well as review all expiring policies with Account Management Team, obtaining updated renewal information from the client. Prepare and present specifications to the underwriter, negotiate for breadth of coverage and competitive pricing. Prepare proposals, place coverage, oversee invoicing and document to client. Individual must possess strong written and verbal communication skills; possess the ability to take initiative and make independent decisions; etc. A state of residency Producer’s license is required. Minimum 5-7 years of relevant insurance experience with at least 3 years in a retail agency or brokerage. Individual will be expected to achieve and/or maintain an approved industry designation such as the CPCU or ARM. There are several positions available in both office. Individuals should be strong generalists with backgrounds in the following industry practice areas: Construction, Healthcare, Food, Manufacturing and Marine.

Summary of key responsibilities:

Qualified candidates, please email your resume to careers@psfinc.com