Employee Benefits Associate Account Manager

J D FULWILER & CO INSURA NCEJ D FULWILER & CO INSURA NCEPortland, Oregon, United States
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Posted

9/19/2026

Employment

Full time

Range

$21 - $26/hr

Work style

Hybrid

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AI summary

Core responsibilities

The Associate Account Manager will support the team with client renewals, marketing, and ongoing account administration. They will also assist clients with benefit-related inquiries and maintain accurate records in agency systems.

Requirements overview

Candidates should have prior experience in insurance or client service, though training is available for the right individual. A high school diploma or GED is required, and a state life and health insurance license is preferred or must be obtained.

Key skills

Client serviceAccount administrationCommunicationOrganizationRelationship-buildingAttention to detailMicrosoft OfficeTime managementProblem solvingData entryReportingPresentation preparationInsurance licensingAccount management

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Education requirements

high schoolbachelor degree

About J D FULWILER & CO INSURA NCE

Industry

Insurance

Employees

75

Type

Privately Held

Size

51-200 employees

J.D. Fulwiler & Co. Insurance was founded in 1988 with the goal of becoming one of the premier providers of personal and commercial insurance in the western United States. And while we are licensed in most of the United States, we consider ourselves to be a local company with a special understanding of the needs of our customers in the Northwest. Our corporate headquarters in Portland, Oregon and large branch office in downtown Vancouver, Washington give our customers quick access to the services they need no matter which side of the Columbia River they are located.

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Job categories

Human ResourcesCustomer Service & SupportAdministrativeFinance & Accounting

Description

Description We are looking for an Employee Benefits Associate Account Manager to support our Employee Benefits team and provide responsive service to clients of all sizes. This is a strong opportunity for someone who enjoys helping others, stays organized, and wants to build a career in employee benefits. You will assist with renewals, implementations, ongoing account administration, and day-to-day service while gradually taking on greater responsibility as your knowledge, licensing, judgment, and experience grow. What We Offer: Growth potential A team-oriented culture that values your input and expertise. Training and ongoing professional development. Access to industry tools, carrier resources, and experienced team members. Hybrid work options after eligibility requirements are met. Responsibilities: Support Account Managers with client renewals, marketing, implementations, and ongoing account administration. Assist clients with benefit-related questions and service needs, coordinating with carriers and vendors as appropriate. Process client and carrier requests accurately and maintain complete, current records in agency systems. Prepare client communications, reports, presentations, and other benefit materials. Monitor assigned tasks, meet established deadlines, and keep Account Managers informed of progress or concerns. Develop working knowledge of employee benefits, industry requirements, carrier practices, and agency procedures. Support department initiatives, process improvements, and special projects as assigned. If you are a highly motivated individual with a passion for providing exceptional customer service and have a proven track record we encourage you to apply for this exciting opportunity. Requirements Prior employee benefits, insurance, client service, or administrative experience is preferred, but we are willing to train the right candidate. High school diploma or GED required; bachelor's degree or an equivalent combination of education and relevant experience preferred. Current state life and health insurance license preferred at hire; ability to obtain the required license within the timeframe established by management is required. Strong client service, communication, organization, and relationship-building skills. Ability to prioritize assignments, meet deadlines, and support multiple Account Managers in a fast-paced environment. Strong attention to detail, accuracy, follow-through, and sound judgment. Proficiency with Microsoft Office and the ability to learn new systems and technology. Initiative, accountability, and a commitment to continued learning and professional development. This position involves regular client and business-partner contact and requires professional communication, judgment, conduct, and appearance. The role requires the ability to work with changing priorities and unscheduled interruptions, sit for extended periods, and use standard office and computer equipment.

Requirements

  • Client service
  • Account administration
  • Communication
  • Organization
  • Relationship-building
  • Attention to detail
  • Microsoft Office
  • Time management
  • Problem solving
  • Data entry
  • Reporting
  • Presentation preparation
  • Insurance licensing
  • Account management

Benefits

  • Growth potential
  • Team-oriented culture
  • Professional development
  • Training

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