Life and Health Insurance Account Manager

Job Description

Job Description

Candidates must have an active life and health license.

This is position Hybrid with several days per week being onsite at the Groton, CT location.

Monday - Friday 8:30AM - 5:00PM

In 1974, Malcolm King, Sr. founded King Insurance Partners based on the guiding philosophy of his life: Do all the good you can, in all the ways you can, for all the people you can, in every place you can, at all the times you can, as long as you can. To this day, that remains our core focus and mission.

Awards and Recognition:

• King Insurance Partners has been recognized as a top 100 US Insurance Broker.
• Top Performing Best Practices Agency in the nation, by revenue size.

We specialize in working with small businesses (1–50 employees) and offer access to proprietary association-based health plans that provide:

Large-group style pricing

National PPO networks

Flexible and innovative plan designs

Position Highlights:

• Manage and grow a book of small group clients
• Lead renewal and strategy meetings with business owners
• Present proprietary health plan solutions
• Work with associations and chambers of commerce
• Strong internal support for quoting and plan design
• Assist to ensure all new and renewal insurance policy tasks are processed accurately and within required timeframes by tracking policy expirations for existing clients.
• Works proactively to ensure appropriate actions are taken to facilitate renewals.
• Provides support to Account Executive or Producer in the new business and renewal business workflows including but not limited to:
• Client research and gathering complete underwriting information.
• Conducting Loss Run Analysis.
• Preparing complete and accurate submissions including Acord applications and/or supplemental forms; sending out to market and/or performing Online Rating as required.
• Binding coverage and complying with any subjectivity(ies) as required by carrier, Surplus Lines Association and/or King Insurance Partners.
• Review all policies, identifying and notifying Account Executive or Producer of any discrepancies and ensuring that all necessary changes are submitted to and issued by the carrier.
• Growing client loyalty by building positive relationships and providing high levels of advocacy, world-class service, and professional communication.
• Ability and willingness to continually grow your insurance expertise, management/leadership skills, and followership skills.
• All other duties as assigned.

Knowledge, Skills and Abilities (KSA):

• Specialty Designation.
• Additional Revenue.
• Exceptional customer service skills.
• Excellent multi-tasking, organizational, delegation and decision-making skills.
• Outstanding verbal/written communication skills.
• Ability to perform large work volumes with high degrees of accuracy.
• Exceptional personal character, including a strong work ethic, positive attitude, and willingness to always assist others.

Required:

• An active Life and Health License.
• 2 – 5years of Life and Health / Employee Benefits experience.
• PC Proficiency, including MS Office: Outlook, Word, Excel.
• High school diploma or GED

What We Offer:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k) with employer match
• Short-Term Disability (employer paid)
• Long-Term Disability (employer paid)
• Life Insurance
• Employee Assistance Program
• Generous PTO Policy
• Tuition Reimbursement
• Employee Referral Program
• Growth and advancement opportunities

Equal Opportunity Employer

King Risk Partners, LLC is proud to be an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

Join us in making a difference in the insurance industry.