Account Manager - Group Benefits

BHS Ins; Traverse City (MI); Sur place; USD 45 000 - 65 000; Plein temps

Résumé du poste

BHS Ins is seeking an Account Manager to support the Group Benefits team with new business, renewals, and client care. You will assist Producers by gathering account details, evaluating carrier proposals, and delivering presentations.

You’ll coordinate internal workflows, implement coverage changes, and maintain carrier relationships to ensure client satisfaction. The role emphasizes strong communication, organization, and the ability to manage multiple tasks while staying compliant with

Qualifications

• High school diploma required; college degree preferred.
• Life and Health license may be required or preferred (license not explicitly stated as required in text).
• Strong organization and coordination skills with the ability to prioritize tasks.
• Experience with Microsoft Office and agency management systems like Epic.
• Excellent verbal and written communication; ability to work independently.

Responsabilités

• Assist the Producer in gathering information for new/existing accounts and submit to carriers or tech for proposals.
• Review carrier proposals and present recommendations to the Producer; prepare formal proposals in Code 64.
• Perform client presentations in Producer's absence and coordinate workflows between staff, clients, and carriers.
• Implement coverage changes per customer requests and manage transitions between carriers.
• Conduct periodic service calls and report monthly results; update agency management system with changes.
• Stay informed on carrier developments and federal/state changes affecting client benefit programs.
• Build and maintain relationships with carriers to satisfy client needs and facilitate processing.
• Handle or refer client requests; act as back-up to the Producer when needed.

Connaissances

Organizing & coordination

Prioritization

Communication skills

Multi-tasking

Problem solving

Independence

Diversity awareness

Formation

High school diploma; college degree preferred

Outils

Epic Agency Management

Microsoft Office (Word, Excel, Outlook)

Description du poste

As a member of the Group Benefits team, the Account Manager will assist the Producers with new business/renewals, and provide client support.

RESPONSIBILITIES:

• Assist the Producer in gathering the necessary information regarding new/existing accounts and submits this information to the various carriers or assigned tech, to obtain proposals.
• Review the proposals received from the various carriers and make recommendations to the Producer, and then place these in a formal proposal presentation format through Code 64.
• Conduct client presentations in the absence of the Producer.
• Coordinate the workflow for the Producer between the internal staff, clients and insurance carriers.
• Effect changes in coverage as requested and needed by customer.
• Direct a smooth transition from one carrier to another carrier.
• Perform periodic service calls on all accounts and complete a report on a monthly basis.
• Update all accounts on the agency management system when a change to a new carrier is made or a renewal is completed to maintain files.
• Maintain 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 communicate this information to clients and team members.
• Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitate the processing of business.
• Handle or refer all requests by our clients.
• Act as a back up to the Producer with clients and carriers.
• Comply with organizational policies and procedures, including code of conduct and attendance policy and maintaining a positive attitude at all times.

MINIMUM QUALIFICATIONS:

• High school diploma required; college degree or 2 years equivalent experience preferred
• Life and Health license
• Organizing and coordinating skills
• Ability to effectively prioritize work tasks
• Computer skills, including Microsoft Office Professional software, internet, email, and data entry
• Excellent communication skills, both verbal and written
• Ability to multi task and prioritize with numerous interruptions
• Ability to problem solve
• Ability to work with a diverse group of people and personality types
• Able to work independently with minimal supervision

MINIMUM PHYSICAL REQUIREMENTS:

• Ability to lift up to 10 pounds occasionally
• Ability to sit for extended periods of time
• Ability to complete repetitive small motor activity

WORK ENVIRONMENT:

• Normal office environment
• Occasional travel for meetings, company seminars, and client customer premises

REQUIRED EQUIPMENT:

• Working knowledge of Microsoft Office products such as Word, Excel, and Outlook.
• Experience in Epic Agency Management system or other similar system for client and policy file maintenance
• Office equipment including but not limited to telephone, fax machine, typewriter, copy machine, calculator, printers, etc.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This description is not intended as a contract and is subject to change and revision.