Benefit Insurance Account Manager

Job Description

Life and Health Insurance Account Manager


  • Prepares, processes, and provides follow-up for new business and/or existing business, including updating the client management system (activities, plans, etc.);

  • Quote Medical, Dental, Vision, Ancillary lines of coverage

  • Explain policy coverage in depth, understand insurance plans and guidelines

  • New business submission with various carriers, knowledge in requirements.

  • Benefit administration and explain benefit coverage to plan administrators and employees.

  • Maintains control of renewal expiration (minimum of 120 days out) and coordinates open enrollments/meetings with client;

  • Provides support to sales staff with renewal proposals and/or marketing proposals;

  • Process and follow-up on client enrollments, terminations, changes and late-pay notices, as well as update client management system activities on a timely basis;

  • Provides service to assigned accounts (claim research, technical questions, billing issues, etc.) coordinating with producer to maintain client information and achieve optimal results;

  • Pro-actively engages clients with monthly service calls; cross sell additional products (Home, auto, boat, ancillary lines);

  • Reach out to potential clients during periodic sales initiatives;

  • Meet on-site or off-site with existing or new clients;

  • Quotes prospects as a result from incoming calls, internal referrals or account rounding;

  • Stay up-to-date with information and changes regarding ACA, the Affordable Care Act, also known as Health Care Reform;

  • Knowledgeable in Family Medical Leave, ADA, Workers Compensation and other Human Resource functions

  • Maintain required Medicare credentials.

  • Performs advanced level, diversified, and confidential administrative duties for the office;

  • Effectively utilizes technology while following workflow and standards established by the agency;

  • Drafts and composes correspondence for Department Manager as needed. Assists Department Manager as needed with claims and enrollments;

  • Independently completes special projects and selected research activity as needed.

  • Provides front-desk telephone coverage and mail delivery as backup on an as needed-basis;

  • Other related duties as assigned.


  • Must be extremely well-organized, detail-oriented, and capable of working independently as well as with others;

  • Must be able to follow work process independently;

  • Strong customer service acumen is critical;

  • Operates with diplomacy and tact and is able to multi-task with an ability to meet tight deadlines;

  • Must be able to ask for more information when necessary;

  • Exceptional interpersonal and communication skills; professional and polished demeanor;

  • Strong commitment to mission, goals and values of agency;

  • Excellent problem-solving skills through research and evaluation;

  • Accurate maintenance of client database;

  • Refers customer complaints and problems immediately;

  • Meets or exceeds performance expectations and goals;

  • Prior customer service skills are necessary.

  • Limited travel is required



College graduate or above; 3-5 years

Exceptional customer service experience with a background.

Maintain Health and Life Connecticut Producer License.

Knowledge in agency client system, preferably in EPIC

Company Description
About Working at Gowrie Group. Gowrie Group offers an exciting, challenging, professional working environment. We are committed to the ongoing development of our employees, and provide our team with excellent training resources, sophisticated technology platforms, a collegial atmosphere, and significant career growth opportunities. Gowrie offers competitive compensation and quality benefits packages. The company has an onsite, state-of-the art gym called G-Fit, which provides employees with free personal training assessments, spinning, yoga, innovative fitness equipment, and group fitness classes. The company is locally and nationally renowned; it is the top privately held property/casualty agency in Connecticut, is the largest independent marine insurance agency in the US, and is part of the prestigious list of the Top-50 Property/Casualty Agencies in the nation. Every year, since 2011, the company has been voted based on employee feedback as a "Top Workplace in Connecticut." The company has 175 employees, of which almost 100 are in our Westbrook Connecticut location. www.gowrie.com

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