Job description

Our Benefits Division is hiring an Client Experience Manager

• $45,000/year to start.
• Employer Paid Benefits.

Our clients love working with our Benefits team because:

• We help clients navigate a complex healthcare system.
• We shop the market every year and enjoy negotiating the best benefits for the best price.
• We are not beholden to one insurance company or product solution.
• We provide ongoing service and support to our HR Managers and business owners so they can deliver benefits programs their employees appreciate.
• We help HR Managers with enrollments, terminations, and more.
• We help employees fight for claims when denied by insurance companies.
• We streamline with our in-house Retirement Plan Division to reduce meetings and save time.
• We keep up to date on product offerings and can be creative in our recommendations for benefits – keeping the budget of the employer in mind!

Client Experience Managers play a pivotal role.

As an Client Experience Manager you will serve as the single point of contact (day to day) for specific clients assigned. This includes:

• Building Meaningful Relationships based on trust, respect, and care
• Building your Knowledge of Industry Products and Services
• Anticipating needs of clients and creating a positive client experience
• Working as a team to coordinate services from other departments
• Maintain relationships by phone, email, and in person meetings (minimal travel)
• Managing renewals
• Educating employees on their benefits in virtual and in-person group meetings.
• Communicating process, deadlines, and expectations to clients
• Maintaining detailed notes and records

Experience:

• Healthcare Industry or Health Insurance Experience a Plus!
• Willingness to obtain a Washington State Insurance License
• Associates Degree or higher
• Proficiency with MS Office Suite (Excel, Outlook, and Word primarily)
• Familiarity with CRM/Customer databases and electronic recordkeeping
• Excellent telephone and interpersonal relationship skills
• Exceptional attention to detail and organizational skills

Packard Wheeler Succession is much more than health insurance too!

PWS specializes in strategies to assist corporations, closely held businesses, and high net worth individuals achieve financial strength and transfer wealth from one generation to the next.

Business clients love working with us because we offer many services under one roof – one team, one location, and we are locally owned and operated.

Our services cover a wide range of Insurance and Financial solutions in the areas of Protection, Accumulation, Succession, and Benefits:

• Protection focuses on core insurance products including life, disability, long-term care insurance through Northwestern Mutual Life Insurance Company.
• Accumulation offers brokerage and financial advisory products through Northwestern Mutual Life Insurance Company and our Retirement Division offers 401(k)/403(b) and SIMPLE/SEP Plans on a variety of platforms.
• Succession offers 30+ years of business market experience with a focus on strategies for corporate succession planning to include key person insurance and deferred compensation programs through Northwestern Mutual Life Insurance Company.
• Benefits (where you will be working) offers group health insurance policies from 30+ carriers in medical, dental, life, disability, AD&D and ancillary lines through our agency Group Benefits, LLC.

We look forward to meeting you!

Job Type: Full-time

Pay: From $45,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Spokane Valley, WA 99216: Reliably commute or planning to relocate before starting work (Required)

Education:

• Associate (Preferred)

Experience:

• Sales: 1 year (Preferred)
• Microsoft Office: 1 year (Required)

Work Location: In person

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