(206) 594-1126 / (855) 974-4100



Employee Benefits Account Manager - Remote



About Moreland

At Moreland, we are in the business of alleviating life’s worries. We are an energetic, agile, full-service insurance brokerage committed to creating magical experiences for our customers. We are part of the Windermere family of companies which uniquely positions us for endless growth and possibility. Given our unique position and opportunity, we require a team of amazing, curious, empathetic people with a wide range of skill sets and expertise who rise to the challenge.

About the Role

This position will support lead consultants and sales staff on specified client engagements and/or work with other consultants in the servicing of clients. Benefits work may include new client implementation, supporting clients’ day-to-day needs, proposal and report preparation and presentation, benchmarking, compliance, financial projections of benefits costs, and monthly and quarterly financial reports for certain clients.

We are the perfect fit if you...

  • are driven by competition
  • are seeking an opportunity with great earning potential
  • are seeking a progressive work environment at a rapidly growing organization
  • are well organized and maintain a well-established follow up process
  • have great verbal and written communication
  • possess the ability to work independently, applying education and professional experience to achieve outstanding results
  • believe in integrity and building success by developing relationships with others


Client Service

    • Manage client projects and processes
    • Meet goals and objectives for achievement of service level and contractual agreements
    • Assist with day-to-day service issues and concerns, such as eligibility, claim and billing issues
    • Present certain deliverables during client meetings
    • Adhere to and support continual improvement of best practices, account management responsibilities and documentation standards, keeping management apprised of progress and risks, and executing the function efficiently, accurately, and timely as relates to our client relationships

Vendor/Carrier Evaluation

  • Prepare data required for competitive marketing process, draft, collect and analyze vendor responses, conduct basic vendor negotiations, prepare marketing report, participate in delivery of results to the client

Financial Analysis and Reporting

    • Prepare cost exhibits to support market evaluations, monthly claims analysis, budget reconciliations, provide underwriting support, data entry, renewal management

Benchmark Analysis

    • Perform market comparisons on plan design components and cost

Project Management

    • Track many open issues, communicate thoroughly with clients and vendors to ensure a common understanding of each issue, where an issue stands at any given time, and ultimately how each issue is resolved
    • Peer review analyst’s and colleague’s work, including basic financial analyses

Vendor Management

    • Maintain relationships with various insurers and vendors while staying abreast of new vendor capabilities and products


  • Bachelor’s degree in business, human resources, finance, mathematics, or related field
  • Proficiency in Microsoft Office suite of software, particularly Excel and PowerPoint
  • Strong aptitude in project management, written and verbal communications, presentations, critical thinking, and financial analysis
  • Must possess strong analytical and problem-solving skills
  • Excellent verbal communication and writing skills
  • Commitment to accuracy of own work product and client deliverables
  • Must be able to follow directions, be detailed, organized and resourceful
  • Ability to manage multiple tasks and prioritize

Additional Desired Characteristics

  • 2 or more years of related experience, demonstrating gradual increase in client responsibility
  • Life and Health insurance license
  • Working knowledge of compliance and regulatory obligations applicable to employer-sponsored health plans: PPACA, COBRA, HIPAA, ERISA, etc.
  • Knowledge of group insurance (medical, dental, vision & life and disability products)


  • Competitive compensation
  • “Work-from-anywhere” company that fully embraces remote working
  • Flexible PTO
  • Tremendous potential to for growth in a fun, high-energy start-up environment


Required Travel: N/A


Please reference the above Job ID number when applying for this open position with Moreland. Thank you

Moreland is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

Apply Now



(206) 594-1126


(509) 505-5566



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