Group Benefits Account Manager

Job Description

Job Description

About Us

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.
• Accompany Producer as needed to client meetings; occasional local travel is required.
• 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
• Two-year associate college degree required; four-year college 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 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 highly desired
• 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 Location : 32 North Weinbach Avenue, Evansville, IN 47711 (Schultheis Insurance)

Benefits :

• Competitive Salary
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• 401(k)
• Paid Time Off and Paid Holidays

No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies.

In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.