Financial Insurance Manager / Life & Health

Job Description

Job Description

Description:

Murphy Insurance Agency, an independent insurance agency focused on servicing the needs of small businesses, families, and individuals, is currently searching for an experienced, licensed Financial Insurance Manager to lead our team in servicing existing clients and growing the book of business in the areas of employee group benefits, life, disability, and long-term care insurance.

What You'll Be Doing

As the Financial Insurance Manager for Life and Health, you will be responsible for overseeing the day-to-day operations, ensuring compliance, optimizing performance, and driving the growth and sustainability of the life and health insurance portfolio.

Key Responsibilities:

• Responsible for overseeing daily operations of the financial insurance department
• Actively manage, develop, coach and motivate the Financial Insurance team, assuming ultimate accountability for the achievement of the sales goals established for the department
• Contribute to the attainment of company goals by developing and executing a strategic business plan to assist in achieving sales objectives
• Identify and develop client prospects
• Contact current and prospective clients in market area to solicit new relationships, explain coverage gaps, account round and close new business
• Create proposals; complete and submit applications and related documentation to appropriate markets; create sales presentations for new and renewal business
• Explain coverage, exclusions and document interactions for future reference in customer management system
• Review existing client plans at least annually with staff to upgrade accounts and remarket if necessary

What We're Looking For

As the Financial Insurance Manager for Life and Health, you will be responsible for overseeing the day-to-day operations, ensuring compliance, optimizing performance, and driving the growth and sustainability of the life and health insurance portfolio.

Skills & Qualifications:

• Strong leadership and team building skills
• Ability to work independently with strong decision-making skills
• Ability to effectively communicate ideas in a clear, thoughtful, organized manner
• Self-motivated with an internal drive for success
• Attention to detail and the ability to organize highly complex information for presentation and review in a professional and accurate manner
• Ability to compose original correspondence, write reports, have effective interaction with people, and to communicate ideas and receive and process information
• Must maintain positive attitude and make every effort to perform in the position with a can-do, upbeat approach
• Effective organizational skills, and ability to respond to requests efficiently
• Excellent Microsoft office and presentation skills
• Understanding of agency workflow procedures, underwriting, sales and service processes

Education & Experience:

• Life and Health (L&H) insurance license required
• Bachelor's Degree in business preferred
• 5+ years experience in Financial Insurance/Services maintaining and growing a book of business as an Account Manager or Benefits Consultant required
• 2+ years supervisory experience or 4+ years in a lead position within an insurance/financial services organization required
• Experience working within Applied EPIC agency management system a plus

What We Offer

Benefits You'll Enjoy:

We believe in supporting our team both professionally and personally. Our comprehensive benefits package includes:

• Medical, dental, vision
• HRA plan pays significant portion of medical deductible
• Flexible Spending Account (FSA)
• Company-paid life and disability coverage
• 401(k) with company match
• Paid vacation, sick time and floating holiday
• Educational support for licensing and professional development
• Early 4PM close on Fridays
• Monthly team lunches
• Access to additional voluntary benefits

If you're looking for a professional home where your expertise is valued and your growth is supported, we'd love to hear from you.