iLocatum

Rochester Hills, MI

Small Group Account Manager

Small Group Relationship Manager

Responsible for managing a diverse portfolio of clients in different industries. This includes fully insured, partially self-funded, self-insured, and captive accounts. Collaborate with a team to ensure customer satisfaction, resolve issues, and maintain client retention. Additionally, provide support to agents in sales and service activities.

Working with 25 accounts, each having 25-300 lives (primarily 50+)

Primary Responsibilities

• Facilitate the onboarding process for new clients.

• Address client and carrier inquiries.

• Complete request for proposal (RFP) and obtain census data.

• Initiate vendor renewal request with Service Representative and assist in negotiation of renewal rates.

• Prepare Open Enrollment materials such as guides, checklists, forms, summaries, presentations, brainsharks, and webinars.

• Coordinate group enrollment process with Service Representatives, providing necessary booklets, checklists, forms, summaries, etc.

• Conduct Open Enrollment meetings, health fairs, and webinars.

• Participate in pre-renewal, renewal, and post-renewal meetings.

• Educate clients on compliance requirements and provide consultation.

• Collaborate closely with agents and offer interchangeable support.

• Travel to client sites as needed.

Additional Responsibilities

• Keep agents informed about client activity, issues, and potential opportunities for further business development.

• Develop relationships with client contacts and provide recommendations for plan changes, claims concerns, and renewal options.

• Adapt to new software programs as required.

• Attend all scheduled team and staff meetings.

• Take part in educational and product seminars.

• Contribute to special projects as necessary.

• May require overnight travel for client meetings, conferences, etc.

SUPERVISORY RESPONSIBILITIES This position does not have any supervisory responsibilities.

Education and/or Experience

• High School diploma or equivalent with 3-5 years of relevant experience.

• Previous experience in the insurance industry or third-party administration (TPA) is preferred.

• Must possess an active Life and Health license or obtain one within 90 days of employment.

Computer Skills

• Proficiency in MS Office Suite.

• Experience with Brokerage Builder / ZyWave software is desirable.

• Familiarity with office equipment such as fax machines, copiers, scanners, printers, and cell phones.

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