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Employee Benefits Account Manager

Grand Rapids, Michigan
Job Type
21 Sep 2022

As a member of the Group Benefits team, the Account Manager will assist the Producers with new business/renewals, and provide client support. 



  • Assist the Producer in gathering the necessary information regarding new/existing accounts and submits this information to the various carriers or assigned tech, to obtain proposals.
  • Review the proposals received from the various carriers and make recommendations to the Producer, and then place these in a formal proposal presentation format through Code 64.
  • Conduct client presentations in the absence of the Producer.
  • Coordinate the workflow for the Producer between the internal staff, clients, and insurance carriers.
  • Effect changes in coverage as requested and needed by customers.
  • Direct a smooth transition from one carrier to another carrier.
  • Perform periodic service calls on all accounts and complete a report on a monthly basis.
  • Update all accounts on the agency management system when a change to a new carrier is made or a renewal is completed to maintain files.
  • Maintain awareness of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs, and communicate this information to clients and team members.
  • Develop and maintain a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business.
  • Handle or refer all requests by our clients.
  • Act as a backup to the Producer with clients and carriers.
  • Comply with organizational policies and procedures, including code of conduct and attendance policy, and maintain a positive attitude at all times.



  • High school diploma required; college degree or 2 years equivalent experience preferred
  • Life and Health license
  • Organizing and coordinating skills
  • Ability to effectively prioritize work tasks
  • Computer skills, including Microsoft Office Professional software, internet, email, and data entry
  • Excellent communication skills, both verbal and written
  • Ability to multi-task and prioritize with numerous interruptions
  • Ability to problem solve
  • Ability to work with a diverse group of people and personality types
  • Able to work independently with minimal supervision



  • Ability to lift up to 10 pounds occasionally
  • Ability to sit for extended periods of time
  • Ability to complete repetitive small motor activity


  • Normal office environment
  • Occasional travel for meetings, company seminars, and client customer premises



  • Working knowledge of Microsoft Office products such as Word, Excel, and Outlook.
  • Experience in Epic Agency Management system or another similar system for client and policy file maintenance
  • Office equipment including but not limited to telephone, fax machine, typewriter, copy machine, calculator, printers, etc.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This description is not intended as a contract and is subject to change and revision.



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  • Job Reference: 718131272-2
  • Date Posted: 21 September 2022
  • Recruiter: Harrison Gray Search and Consulting
  • Location: Grand Rapids, Michigan
  • Salary: On Application
  • Sector: Accounting
  • Job Type: Permanent