Group Benefits Account Manager

1 month ago

Grand Rapids, United States Harrison Gray Search & Consulting Full time
Job DescriptionJob Description

Harrison Gray Searchhas 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, this company has been dedicated to offering top-notch service and insurance management, so their clients can stay worry-free. With access to a diverse range of carriers, they expertly match clients with the best insurance options. Their growth is driven by a commitment to humility and integrity, measuring success by the positive impact on families, businesses, and the community.


As a leading insurance provider, they specialize in finding innovative solutions for those who value personalized service and are passionate about helping others. Their success hinges on strong relationships and a solid reputation, as clients rely on them to keep their businesses and families protected.



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:

  • Supports the Producer by gathering information on new and existing accounts, then submitting it to carriers or techs to get proposals.
  • Reviews carrier proposals, advises the Producer, and prepares formal proposal presentations.
  • Presents to clients when the Producer is unavailable.
  • Manages workflow between internal staff, clients, and insurance carriers.
  • Implements coverage changes as requested by customers.
  • Ensures a smooth transition between insurance carriers.
  • Conducts monthly service calls on all accounts and reports on them.
  • Updates account information in the management system for carrier changes or renewals.
  • Stays informed about carrier developments and relevant laws, and shares updates with clients and team members.
  • Builds and maintains positive relationships with insurance carriers to meet client needs and streamline business processing.
  • Handles or refers all client requests as needed.


Minimum Qualifications:

  • Life and Health license required.
  • Familiarity with insurance products, rating procedures, coverage, and industry operations.
  • Strong organizational and coordination skills.
  • Ability to multitask and prioritize in a busy environment.
  • Intermediate computer skills needed: word processing, spreadsheets, and email. Experience with Epic agency management system is a plus.


#ZR


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