Group Benefits Account Manager
McGowan Insurance Group, Indiana, PA, United States
McGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to have a management structure that attracts and retains our industry’s finest. We are service-driven experts in insurance. We look for value-added services and our advisors to provide our clients with resources to protect their businesses.
The culture at McGowan is the backbone of our success. Our deep roots in the community play a major role in our long-standing relationships. We’ve set the precedent on community relations. Giving back to a place that’s given so much to McGowan is a top priority for us. Our employees create an atmosphere to succeed every single day. We deliver results and are driven by passion. We demand a better future for ourselves, our clients and our communities. At McGowan, we’re passionate about our potential and believe everyone should have the tools to reach theirs.
Group Benefits Account Manager
Position Summary
The Group Benefits Account Manager is responsible for the day-to-day maintenance and servicing of Group Benefits accounts, administering renewals, and regular interaction as needed with clients including but not limited to:
Maintaining a high level of client service and satisfaction
Marketing & placement of renewal accounts as appropriate
Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Responsibilities
Support Producers’ sales efforts by handling accounts once sold.
Perform annual reviews of renewal policies for proper coverage, incorporating information obtained from clients.
Maintain client files and ensure proper documentation by processing all policies.
Maintain control of renewal expiration lists in accordance with agency guidelines.
Respond to client inquiries, incoming e‑mail, mail, and company requests in accordance with agency guidelines.
Review all items to be processed, to ensure items were received as ordered.
Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
Participate in any special projects at management’s request.
Other job duties as assigned.
Qualifications
Indiana Life & Health Insurance License required
Associates or Bachelor’s Degree preferred
Minimum of 3 years’ insurance brokerage experience
Extensive knowledge of all lines of Group Benefits insurance
Thorough knowledge of brokerage operations including claims handling, procedures, agency management system, and applicable insurance laws/codes
Experience and expertise in operating in an electronic environment; excellent automation skills, including MIS, Microsoft Office Suite, agency management software (preferably AMS360), carrier proprietary systems, and phone systems
Experience with BenefitPoint and Employee Navigator preferred
Excellent time management, organizational and verbal and written communication skills
High degree of self-motivation and self-direction
Keen attention to detail
Confidentiality of financial, employee, and consumer information
Must be able to work with occasional instruction and supervision
Hours
Monday – Friday, 8:00am to 5:00pm (Hybrid Work Schedule)
Office Locations
1220 Broad Street, New Castle, IN 47362
30 W. 11th Street, Anderson, IN 46016
3804 N. Wheeling Avenue, Muncie, IN 47304
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
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The culture at McGowan is the backbone of our success. Our deep roots in the community play a major role in our long-standing relationships. We’ve set the precedent on community relations. Giving back to a place that’s given so much to McGowan is a top priority for us. Our employees create an atmosphere to succeed every single day. We deliver results and are driven by passion. We demand a better future for ourselves, our clients and our communities. At McGowan, we’re passionate about our potential and believe everyone should have the tools to reach theirs.
Group Benefits Account Manager
Position Summary
The Group Benefits Account Manager is responsible for the day-to-day maintenance and servicing of Group Benefits accounts, administering renewals, and regular interaction as needed with clients including but not limited to:
Maintaining a high level of client service and satisfaction
Marketing & placement of renewal accounts as appropriate
Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service
Responsibilities
Support Producers’ sales efforts by handling accounts once sold.
Perform annual reviews of renewal policies for proper coverage, incorporating information obtained from clients.
Maintain client files and ensure proper documentation by processing all policies.
Maintain control of renewal expiration lists in accordance with agency guidelines.
Respond to client inquiries, incoming e‑mail, mail, and company requests in accordance with agency guidelines.
Review all items to be processed, to ensure items were received as ordered.
Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
Participate in any special projects at management’s request.
Other job duties as assigned.
Qualifications
Indiana Life & Health Insurance License required
Associates or Bachelor’s Degree preferred
Minimum of 3 years’ insurance brokerage experience
Extensive knowledge of all lines of Group Benefits insurance
Thorough knowledge of brokerage operations including claims handling, procedures, agency management system, and applicable insurance laws/codes
Experience and expertise in operating in an electronic environment; excellent automation skills, including MIS, Microsoft Office Suite, agency management software (preferably AMS360), carrier proprietary systems, and phone systems
Experience with BenefitPoint and Employee Navigator preferred
Excellent time management, organizational and verbal and written communication skills
High degree of self-motivation and self-direction
Keen attention to detail
Confidentiality of financial, employee, and consumer information
Must be able to work with occasional instruction and supervision
Hours
Monday – Friday, 8:00am to 5:00pm (Hybrid Work Schedule)
Office Locations
1220 Broad Street, New Castle, IN 47362
30 W. 11th Street, Anderson, IN 46016
3804 N. Wheeling Avenue, Muncie, IN 47304
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
#J-18808-Ljbffr