Rochester Hills, MI
Small Group Account Manager
Small Group Account Manager
Location: Rochester Hills, MI
Essential Duties and Responsibilities
- Manage an assigned book of business with a diverse clientele across various industries. Accounts may be fully insured, partially self-funded, self-insured or captive. Work within a team and be responsible for customer satisfaction, problem resolution, and retention of clients as well as supporting agents in sales and service.
- Handle 25 accounts with 25-300 lives (mostly 50+).
- On-board new clients.
- Respond to inquiries from clients and carriers.
- Complete RFP and request census.
- Initiate vendor renewal request with Service Representative. Coordinates process with agent to negotiate all renewal rate relief.
- Prepare Open Enrollment guides, checklists, forms, summaries, presentations, brainsharks and webinars.
- Communicate group enrollment process with Service Representatives to include booklets, checklists, forms, summaries, or others as needed.
- Conduct OE meetings, health fairs, webinars.
- Participate in the pre-renewal, renewal, and post-renewal meetings.
- Educate clients on compliance.
- Be consultative and interchangeable with the agent.
- Travel to client sites.
Additional Responsibilities
- Update agents on client activity, issues, and opportunities to develop further business.
- Build relationships with client contacts and provide recommendations for plan changes, claims issues, and renewal options.
- Learn new software programs as needed.
- Attend all scheduled team and staff meetings.
- Attend educational and product seminars.
- Participate in special projects as required.
- Overnight Travel as needed for client meetings, conferences, etc.
Supervisory Responsibilities
This position has no supervisory responsibilities.
Education and/or Experience
- High School degree and 3-5 years related experience.
- Insurance industry or TPA experience preferred.
- Active Life and Health license or obtain within 90 days of employment.
Computer Skills
- MS Office Suite
- Brokerage Builder / ZyWave software experience.
- Office Equipment – Fax, Copier, Scanner, Printer, Cell Phone