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Senior Insurance Account Manager - Employee Benefits

HNI Risk Services
Grand Rapids, MI
  • Expired: June 03, 2022. Applications are no longer accepted.
Sr. Benefits Account Manager –Employee Benefits Quarterback

We work with ambitious companies to help them de-risk their business, boost performance, and grow. If you consider yourself a benefit insurance guru and have street cred working with 100+ employee lives, we need to talk, my friend!

Greatness does not happen by chance – it happens through consistency and a drive to deliver exceptional results. Our Account Managers ensure greatness by coordinating the delivery of top-notch service to our clients and acting as their day-to-day contact when troubleshooting issues or when guidance is needed to make decisions that position them for success.

Where are we working – home or office?

Our best perk is amazing people. We believe we hire the best and the brightest that thrive from responsibility and autonomy. With that, we provide guidelines, not complex policies, and treat our people like adults. To illustrate, we offer Flexing. Our Flexing perk allows our people to create a schedule that works for them, their team, and clients along with the option to split the workweek working from the office and home.

Here is what you’ll become:

You’ll become our client’s trusted ambassador – you’ll be the first one they think of when they are troubleshooting issues or when they need guidance to make decisions that position them for success. Based on your drive and desires, your HNI career path can go several ways – promotion to our senior level, develop into the Account Executive role, become a team lead and/or become an owner of HNI.

Essential Duties and Responsibilities:
  • Act as a Game Changer by embracing:
    • HNI’s Live It Values: Purpose, Brand, Culture, Promise and Process
    • HNI’s Core Values: Abundance Thinker, Foster Collaboration, Appetite for Learning, Client Centric, and Ownership Mindset
Client Coordination
  • Manage the overall team operations, client coordination, and customer service delivery. This includes coordinating, coaching, and prioritization assistance with Account Associates, as well as reviewing and managing the overall workload.
  • Maintain the big picture view of the total client experience through the service plays [Playbook, Progress Report, Carrier/Vendor Fit, Gap Analysis, Renewal Engagement & Referrals]
  • Leverage knowledge and expertise in client services, insurance processing and customer experience to develop, coach, and assist Account Associates and other team members.
  • Assist Client Relationship Managers and Account Executives with service commitments
  • Ensure service standards are met, trends are identified, and process improvements are implemented on the team
  • Function as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success
  • Manage the new business and renewal process, as well as oversees day to day client changes.
  • Accountable for client service delivery through:
    • High and/or increased client retention
    • Rounding of accounts
    • Referrals
    • Uneventful renewals
Team Development
  • Provide side-by- side coaching, training coordination and leveraging their expertise to team members
  • Facilitate a team environment that promotes collaboration and trusted partnerships
  • Utilize social media to facilitate open communication and idea sharing both internally (Yammer and Teams) and externally (LinkedIn)

Renewal Management
  • Ensure pre-renewal information is sent out within service standard
  • Manage renewal marketing plan (if any) with RM/AE, and ensures everyone on the team is aware of the plan, and the plan is executed
  • Follow up with clients for timely response on pre-renewal information, and insurance markets for a timely response of quotes
  • Review quotes for accuracy against supporting documents. Negotiates additional coverage/price with the underwriter
  • Create accurate proposal/deliverable for the RM/AE to utilized at client renewal meeting
  • Quickly and accurately complete the renewal bind processes and checklist and ensure all aspects of the renewal are completed and documented within the file.

Service Standards
  • Improve client satisfaction by meeting and exceeding customer service standards.
  • Receive and respond to client calls and requests per Customer Service Standards and hold team accountable for these standards as well

Owner of all Things, Accuracy
  • Act as the ultimate owner and coordinator of each account/client file
  • Ensure that the file is accurately documented to minimize E&O exposure and to be able to quickly respond to client requests.
  • Ensure all output for each client is completed within a timely accurate manner within service standards
  • Coordinate pre renewal meetings with internal teams to create renewal plan


Education, Skills and Experience:
  • High school diploma (college preferred)
  • A minimum of 3 years’ experience as an Account Manager within the insurance industry or business-related experience
  • Proficient in Account Manager core functions and consistently meets service standards
  • Must be comfortable in an electronic environment with strong computer skills
  • Strong working knowledge of Word, PowerPoint and Excel
  • Excellent verbal and written communication skills
  • Excellent people skills and ability to work well in a team environment
  • Strong organizational skills and attention to detail

Licenses and Designations:
  • Current Property & Casualty or Health & Life Insurance License
  • Valid driver’s license, acceptable MVR, and auto liability insurance

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HNI Risk Services


Grand Rapids, MI
49528 USA



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