Strategic Group Benefits Account Manager

BHS Insurance; Portage (MI); On-site; USD 60,000 - 85,000; Full time

Job summary

BHS Ins in Portage, MI seeks an Account Manager to support the Group Benefits team. You will assist Producers with new business and renewals while providing proactive client support across benefits programs.

Responsibilities include gathering information for proposals, reviewing carrier options, coordinating workflows between clients, staff and carriers, and updating the agency system to ensure accurate records and timely renewals.

Qualifications

• High school diploma required; college degree or 2 years equivalent experience preferred.
• Life and Health license.
• Organizing and coordinating skills.
• Ability to prioritize tasks effectively.
• Proficient with MS Office; Epic Agency Management experience is a plus.
• Excellent verbal and written communication.

Responsibilities

• Assist Producer with new/renewal accounts and gather information for proposals.
• Review carrier proposals and present recommendations in Code 64 format.
• Conduct client presentations when the Producer is unavailable.
• Coordinate workflow between staff, clients and carriers.
• Make coverage changes as requested by customers.
• Direct a smooth transition between carriers.
• Perform monthly service calls and report results.
• Update agency system after changes or renewals.
• Maintain awareness of carrier developments and laws affecting programs.
• Develop positive relationships with carriers to meet client needs.
• Handle or refer all client requests.
• Back up the Producer with clients and carriers.
• Comply with policies and maintain a positive attitude.

Skills

Organizing and coordinating

Prioritization

Communication (verbal/written)

Multitasking

Problem solving

Independent work

Education

High school diploma

College degree or 2 years equivalent experience preferred

Tools

Microsoft Office Pro

Epic Agency Management system

Job description

BHS Ins in Portage, MI seeks an Account Manager to support the Group Benefits team. You will assist Producers with new business and renewals while providing proactive client support across benefits programs.

Responsibilities include gathering information for proposals, reviewing carrier options, coordinating workflows between clients, staff and carriers, and updating the agency system to ensure accurate records and timely renewals.