Job Description
Job Description
Description :
Murphy Insurance Agency, an independent insurance agency focused on servicing the needs of small businesses, families, and individuals, is currently searching for an experienced, licensed Financial Insurance Manager to lead our team in servicing existing clients and growing the book of business in the areas of employee group benefits, life, disability, and long-term care insurance.
What You'll Be Doing
As the Financial Insurance Manager for Life and Health, you will be responsible for overseeing the day-to-day operations, ensuring compliance, optimizing performance, and driving the growth and sustainability of the life and health insurance portfolio.
Key Responsibilities :
- Responsible for overseeing daily operations of the financial insurance department
- Actively manage, develop, coach and motivate the Financial Insurance team, assuming ultimate accountability for the achievement of the sales goals established for the department
- Contribute to the attainment of company goals by developing and executing a strategic business plan to assist in achieving sales objectives
- Identify and develop client prospects
- Contact current and prospective clients in market area to solicit new relationships, explain coverage gaps, account round and close new business
- Create proposals; complete and submit applications and related documentation to appropriate markets; create sales presentations for new and renewal business
- Explain coverage, exclusions and document interactions for future reference in customer management system
- Review existing client plans at least annually with staff to upgrade accounts and remarket if necessary
Requirements :
What We're Looking For
As the Financial Insurance Manager for Life and Health, you will be responsible for overseeing the day-to-day operations, ensuring compliance, optimizing performance, and driving the growth and sustainability of the life and health insurance portfolio.
Skills & Qualifications :
Strong leadership and team building skillsAbility to work independently with strong decision-making skillsAbility to effectively communicate ideas in a clear, thoughtful, organized mannerSelf-motivated with an internal drive for successAttention to detail and the ability to organize highly complex information for presentation and review in a professional and accurate mannerAbility to compose original correspondence, write reports, have effective interaction with people, and to communicate ideas and receive and process informationMust maintain positive attitude and make every effort to perform in the position with a can-do, upbeat approachEffective organizational skills, and ability to respond to requests efficientlyExcellent Microsoft office and presentation skillsUnderstanding of agency workflow procedures, underwriting, sales and service processesEducation & Experience :
Life and Health (L&H) insurance license requiredBachelor's Degree in business preferred5+ years experience in Financial Insurance / Services maintaining and growing a book of business as an Account Manager or Benefits Consultant required2+ years supervisory experience or 4+ years in a lead position within an insurance / financial services organization requiredExperience working within Applied EPIC agency management system a plusWhat We Offer
Benefits You'll Enjoy :
We believe in supporting our team both professionally and personally. Our comprehensive benefits package includes :
Medical, dental, visionHRA plan pays significant portion of medical deductibleFlexible Spending Account (FSA)Company-paid life and disability coverage401(k) with company matchPaid vacation, sick time and floating holidayEducational support for licensing and professional developmentEarly 4PM close on FridaysMonthly team lunchesAccess to additional voluntary benefitsIf you're looking for a professional home where your expertise is valued and your growth is supported, we'd love to hear from you.