Group Benefits Account Manager
6 days ago
Harrison Gray Search has partnered with one of the most well-known insurance agencies in West Michigan that is looking for a Group Benefits Account Manager.
Our Client:
For over 80 years, our client has a history of providing superior service—and managing insurance—so that its clients don’t have to worry. Because they work with a wide variety of carriers, they have many insurance options and the expertise to readily find the right fit. Their growth has been fueled by our mission to work every day with an attitude of humility and personal integrity. They measure our success by the real impact on the families and companies they serve, as well as their community.
They are a leading insurance provider who finds innovative solutions for people who value individualized service and share a passion for helping others. For them, everything rides on relationships and reputation because our clients depend on us to keep them, their businesses, and their families safe.
Position:
As a member of the Group Benefits team, the Account Manager will assist the Producers with new business/renewals, and provide client support.
Responsibilities:
- Assists the Producer in gathering necessary information regarding new/existing accounts and submits this information to the various carriers or assigned tech, to obtain proposals.
- Reviews proposals received from various carriers and makes recommendations to the Producer, and then places these in a formal proposal presentation format through Code 64.
- Conducts client presentations in the absence of the Producer.
- Coordinates the workflow for the Producer between the internal staff, clients, and insurance carriers.
- Effects changes in coverage as requested and needed by customers.
- Directs a smooth transition from one carrier to another carrier.
- Performs periodic service calls on all accounts and completes a report on a monthly basis.
- Updates all accounts on the agency management system when a change to a new carrier is made or a renewal is completed to maintain files.
- Maintains awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicates this information to clients and team members.
- Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitates the processing of business.
- Handles or refers all requests by our clients.
Minimum Qualifications:
- Life and Health license
- Knowledge of insurance products and usage including rating procedures, coverage, and industry operations
- Organizing and coordinating skills
- Ability to multi task and prioritize with numerous interruptions
- Intermediate computer skills – knowledge of word processing, spreadsheets, and email required. Knowledge of Epic agency management system a plus
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