Account Manager at Pacific Cascade Advisors dba Golsan Scruggs Insurance & Risk Management – Battle Ground, Washington

Account Manager | Analyst
Location: Battle Ground, WA
Employment type: Full-time, In-office
Job Summary and Mission

As part of our application process, all candidates are asked to complete the Culture Index survey using the link below. Please complete the survey and application to be considered for this role.

https://go.cultureindex.com/p/3DRnyR5y3WVCXHhD8yfR

Job Summary and Mission

The Account Manager plays a vital role within our Benefit Team working on a team with an Account Manager and Client Service Advocate to ensure our self-funded and fully insured group accounts run smoothly by providing organized, proactive, and detail-oriented support to our internal teams and valued clients. The Account Manager handles a wide range of account support and renewal responsibilities and are key members of the Golsan Scruggs Team.

Summary of Key Responsibilities

· Account Support

oActively manages the renewal process along with the Account Manager/Executive

oAssists in managing renewal negotiations with insurance carriers

oManages RFP process for medical, Rx, dental, vision, life, DI, and voluntary benefits

oDevelops and maintains relationships with carriers and vendors

oAssists Account Manager/Executive in presenting the renewal proposal to the client, if needed

oProcesses carrier changes and new business submissions at open enrollment

oUpdates/documents renewal plan information into Benefit Point (CRM)

· Data Analysis and Reporting

oPrepares spreadsheets to display and communicate renewal plan information

oCreates the formal renewal proposal to include renewal analysis, contribution modeling, benchmarking, and recommendations

oFor self-funded clients, creates monthly or quarterly plan experience and impact reporting

· Team Development and Support

oActively participates in training programs to enhance benefit industry knowledge

oAssists team in support for clients with compliance reporting projects, i.e., RxDC reporting, 1095s, 5500 insights, etc.

oAssists team with overflow projects like updating benefit guides, helping with client billing issues, etc.

o Coordinate logistics and prepare materials for client renewal and team meetings.

o Track tasks and support special administrative projects as needed.

Qualifications

· 3-5+ years of insurance experience. Knowledge of commercial plan structures required. Knowledge of self-funded insurance structure is a benefit.

· Proficient with Microsoft Office Suite (Word, Excel, Outlook, Teams, OneDrive). Must have strong proficiency within Excel.

· Detail oriented with strong analytical skills.

· Ability to work and complete multiple tasks under aggressive timelines.

· Ability to work independently and within a team.

· WA State Life & Health license (can obtain after hire).

Success Measures

· Maintains an orderly, efficient office environment that supports team productivity.

· Ensures client and team needs are met with consistency and professionalism.

· Proactively solves problems before they escalate.

· Demonstrates ownership over recurring tasks and responsibilities.

· Supports internal communication flow and ensures timely administrative follow-up.

Reports to:

· Vice-President

· Chief Executive Officer

Leadership and Core Competencies

· Driving Innovation: Encouraging creativity, challenging the status quo, and supporting breakthrough ideas.

· Leading change effectively: Navigating transitions, influencing others through change, and removing resistance.

· Attention to detail: Notices what others miss and takes pride in thorough work.

· Entrepreneurial thinking: Identifying opportunities, taking smart risks, and creating value through new initiatives.

· Relationship building: Creating strong, respectful and collaborative connections with others.

· Adaptability and Curiosity: Willingness to learn, unlearn and apply new skills quickly.

· Self-Discipline and time management: Staying organized, focused and productive.

· Self-reflection and growth: Regularly evaluating your performance and making improvements.

· Client Focus: Strives to exceed expectations in every interaction.

· Integrity: Adheres to our Mission & Values.

· Results-Oriented: Gets results and achieves goals.

· Navigates Ambiguity: Successfully functions and leads through uncertain times and changing priorities.