Current Openings

Account Manager - Group Benefits

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 customer.
  • 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.


  • Life and Health license
  • Knowledge of insurance products and usage including rating procedures, coverage, and industry operations
  • Organizing and coordinating skills
  • Ability to multi task and prioritize with numerous interruptions
  • Intermediate computer skills – knowledge of word processing, spreadsheets, and email required. Knowledge of Epic agency management system a plus