Group Benefits Account Manager

Keystone Agency Partners LLC • Indianapolis, IN

26d • Hybrid

About The Position

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.

The Group Benefits Account Manager is responsible for the day-to-day servicing and ongoing maintenance of group benefits client accounts. This role manages renewals, supports retention efforts, and ensures a high level of client satisfaction through proactive service, strong carrier coordination, and effective communication. The Account Manager works closely with Producers and internal teams to support the delivery of benefit solutions, including marketing and placement of renewal business when needed. Success in this role requires strong technical knowledge of group benefits products, exceptional attention to detail, and a commitment to providing outstanding client service.

Requirements

• Active Indiana Life & Health Insurance License required
• Minimum of 3 years of insurance brokerage experience
• Strong working knowledge of Group Benefits lines, including self-funded plans
• Thorough understanding of brokerage operations, including claims processes, agency workflows, and applicable insurance laws and regulations
• Proficiency in Microsoft Office Suite and agency management systems (AMS360 preferred)
• Experience working with carrier proprietary systems
• Excellent time management, organizational and verbal and written communication skills
• Excellent organizational, time management, and multitasking skills
• Strong verbal and written communication skills with a client-focused approach
• Highly self-motivated with the ability to work independently with minimal supervision
• Exceptional attention to detail and accuracy
• Ability to handle sensitive financial and personal information with discretion and confidentiality

Nice To Haves

• Associates or Bachelor’s Degree preferred
• Familiarity with BenefitPoint and/or Employee Navigator preferred

Responsibilities

• Manage and service an assigned book of Group Benefits accounts, ensuring consistent and timely client support.
• Support Producers by transitioning accounts after sale and handling ongoing servicing needs.
• Administer and coordinate annual renewals, including reviewing coverage and collecting updated client information.
• Market renewal accounts as needed and assist with plan placement, carrier communication, and proposal coordination.
• Conduct annual policy reviews to ensure appropriate coverage and identify opportunities for account rounding, upselling, and benefit enhancements.
• Maintain accurate and complete client records, ensuring all documentation is properly processed and stored according to agency standards.
• Maintain renewal expiration lists to ensure renewals are completed within required timelines.
• Respond to client inquiries and carrier requests via phone, email, and written correspondence in accordance with agency service guidelines.
• Review processed items to confirm accuracy and ensure all requests are completed as ordered.
• Maintain working knowledge of carrier underwriting requirements, industry trends, and regulatory changes.
• Participate in training and professional development related to insurance knowledge and client service skills.
• Assist with special projects and other duties as assigned by management.

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree