Financial Insurance Manager / Life & Health

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.

Key Responsibilities

• Oversee the day-to-day operations of the financial insurance department
• 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 the 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
• Review existing client plans at least annually with staff to upgrade accounts and remarket if necessary

Requirements

• Strong leadership and team building skills
• Able to work independently with strong decision-making skills
• Able to effectively communicate ideas in a clear, thoughtful, organized manner
• Self-motivated with an internal drive for success
• Attention to detail and the ability to organize highly complex information for presentation and review in a professional and accurate manner
• Able to compose original correspondence, write reports, have effective interaction with people, and to communicate ideas and receive and process information
• Maintain a positive attitude and make every effort to perform in the position with a can-do, upbeat approach
• Effective organizational skills, and ability to respond to requests efficiently
• Excellent Microsoft office and presentation skills
• Understanding of agency workflow procedures, underwriting, sales and service processes

Skills & Qualifications

• Life and Health (L&H) insurance license required
• Bachelor's Degree in business preferred
• 5+ years experience in Financial Insurance/Services maintaining and growing a book of business as an Account Manager or Benefits Consultant required
• 2+ years supervisory experience or 4+ years in a lead position within an insurance/financial services organization required
• Experience working within Applied EPIC agency management system a plus

What We Offer

• Medical, dental, vision HRA plan pays significant portion of medical deductible
• Flexible Spending Account (FSA)
• Company-paid life and disability coverage
• 401(k) with company match
• Paid vacation, sick time and floating holiday
• Education support for licensing and professional development
• Early 4PM close on Fridays
• Monthly team lunches
• Access to additional voluntary benefits