Life and Health Insurance Account Manager

King Insurance Partners•Groton, CT

4d•Onsite

About The Position

King Insurance Partners, a top 100 US Insurance Broker and Top Performing Best Practices Agency, is seeking a Life and Health Insurance Account Manager. Founded in 1974 on the principle of doing good for others, the company continues to focus on this mission. This role involves managing and growing a book of small group clients (1-50 employees), leading renewal and strategy meetings, presenting proprietary health plan solutions, and working with associations and chambers of commerce. The position offers strong internal support for quoting and plan design, and requires accurate and timely processing of new and renewal insurance policies. The Account Manager will also be responsible for client research, gathering underwriting information, conducting loss run analysis, preparing submissions, binding coverage, and reviewing policies for discrepancies. Building client loyalty through advocacy, service, and professional communication is key, as is a commitment to continuous growth in insurance expertise and leadership skills.

Requirements

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

Nice To Haves

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.

Responsibilities

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
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.