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Acrisure LLC Employee Benefits Account Manager (Keyser Insurance Group) in Lansing, Michigan

At The Keyser Insurance Group, an Acrisure Agency Partner, we love fine print and taking care of people. We pour over the details to match our clients with the best insurance coverage and carriers the industry has to offer. We dare to do things differently and are proud of our personal approach to customer care. We currently have the need for an Employee Benefits Account Manager in our Lansing, MI location.

Essential Duties and Responsibilities:

  • Manages annual enrollment periods and the implementation of plan changes and transfers of coverage.

  • Coordinate communication material for clients, including benefit guides, preparing enrollment packages with benefit summaries and enrollment forms, participating in client enrollment/information meetings (as requested).

  • Gathers completed client enrollment applications and works with E & E department to ensure data is accurately submitted to the insurance carrier(s).

  • Maintains and updates Agency Management System and internal records daily.

  • Assists with day-to-day service issues and concerns such as billing and carrier/vendor management.

  • Prepares AOR letters and submits to carriers.

  • Respond to client inquiries within agency defined timelines, incoming mail, company requests, producers and account executives needs on a timely basis.

  • Market new businesses, collect data, and review policies.

  • Follow-up on receipt of proposals and verifies that they meet specifications.

  • Thoroughly documents issues and tasks so comprehensive client histories are developed and maintained.

  • Attend carrier products presentations, educational workshops and seminars.

  • Maintain knowledge of policy provisions and any changes in these provisions.

  • Perform special projects at management?s request

  • Limited travel required

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Key Competencies:

  • Education and Experience: Bachelor's degree in business administration or equivalent experience; a minimum of 5 to 10 years of benefit insurance experience.

  • Professional Licensing: Michigan Resident Producer license for Accident, Health, & Life and Variable Annuities. Advanced designations preferred.

  • Communication Skills: Above average written and verbal language skills required; Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings. Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Able to read and interpret written information.

  • Judgment: Displays willingness to make independent decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

  • Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages. Presents numerical information accurately.

  • Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form; must have a high attention to detail, deadline sensitive, organized, and possess the ability to work independently.

  • Analytical Skills: Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data.

  • Software Experience and Usage: Intermediate working knowledge of spreadsheets (MS Excel) and word processing software (MS Word), Outlook and the ability to learn various application programs

Other Qualifications:

  • Able to work independently and enjoy a high degree of interaction with team members

  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives

  • Self-motivated and driven

  • Maintain a sense of urgency and ability to work with and meet deadlines

  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance

  • Demonstrates excellent time management and prioritization skills

  • Attention to detail and commitment to a high level of accuracy

  • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information

  • Ability to maintain a professional demeanor and positive attitude

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate stress due to regular deadlines and daily challenges.

  • High finger dexterity while typing documents and forms

  • Occasionally lift up to 20lbs.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is done in a temperature-controlled, non-smoking office.

  • Work stations are cubicles with moderately high sides.

  • The noise level in the work environment is usually moderate.