Group Benefits Account Manager

3 weeks ago


Grandville, Michigan, United States Harrison Gray Search & Consulting Full time
Job Title: Group Benefits Account Manager

Harrison Gray Search & Consulting is partnering with a leading insurance agency in West Michigan to find a skilled Group Benefits Account Manager.

About Our Client:

Our client has been a trusted provider of insurance services for over 80 years, offering top-notch service and insurance management to their clients. With access to a diverse range of carriers, they expertly match clients with the best insurance options, driven by a commitment to humility and integrity.

Job Summary:

The Group Benefits Account Manager will assist the Producers with new business/renewals, and provide client support. This role requires strong organizational and coordination skills, as well as the ability to multitask and prioritize in a busy environment.

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.

Requirements:

  • 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.

Why Join Our Team:

Harrison Gray Search & Consulting is a trusted partner in the recruitment process, and we are committed to finding the best talent for our clients. If you are a motivated and detail-oriented individual with a passion for insurance, we encourage you to apply for this exciting opportunity.



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