Employee Benefits Account Manager
On-siteMarquette, Michigan, United States or Grand Rapids, Michigan, United States
Job Summary
Manage overall team operations, client coordination, and customer service delivery by coaching Account Associates, prioritizing workloads, and troubleshooting issues to help clients make well-informed decisions. Coordinate new business and renewal processes, including creating proposals, reviewing quotes for accuracy against supporting documents, negotiating coverage with underwriters, and completing bind processes to minimize E&O exposure. Ensure service standards are met by identifying trends and implementing process improvements while maintaining accurate documentation for all client changes. Requires a current Health & Life insurance license, strong computer skills, and 5+ years in the insurance industry. On-site presence is required to support collaboration and team leadership.
Required Qualifications
- Current Insurance License in Health & Life for the state in which your agency office is located
- Ability to work toward professional designation
- Must be comfortable in an electronic environment with strong computer skills
- Strong working knowledge of Word, PowerPoint, and Excel
- Excellent people skills and ability to work well in a team environment
- Excellent verbal and written communication skills
- Strong organizational skills and attention to detail
- High school diploma
- Bachelor's Degree in a Business or related field OR equivalent relevant experience
- A minimum of 5 years' experience within the insurance industry or business-related experience
- Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
Desired Qualifications
- College preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.