Group Benefits Account Manager: Client & Carrier Liaison

BHS Insurance; Traverse City (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Organizing & coordination

Prioritization

Communication skills

Multi-tasking

Problem solving

Independence

Diversity awareness

Education

High school diploma; college degree preferred

Tools

Epic Agency Management

Microsoft Office (Word, Excel, Outlook)

Job description

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