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

  • Max. file size: 100 MB.