Account Manager Medicare and Individual

Valley United Insurance Agency is a family-owned insurance agency specializing in group employee benefits of all types. Our agents are also proficient in senior benefits, including Medicare Supplements and retirement roll-over accounts. We are dedicated to servicing clients throughout the state of Michigan. Our personalized approach ensures that each client receives the best possible coverage tailored to their unique needs.

This is a full-time on-site role for an Account Manager, located in Bay City, MI. The Account Manager will be responsible for managing client accounts, ensuring satisfaction with insurance coverage, processing policy renewals, and addressing client inquiries. Additional tasks include developing strategies for client retention, coordinating with insurance carriers, and preparing reports for senior management.

• Client Management, Customer Service, and Relationship Building skills
• Insurance Knowledge and Policy Management experience
• Excellent Communication and Interpersonal skills
• Problem-Solving and Analytical skills
• Ability to handle multiple tasks and work under pressure
• Proficiency in insurance management software and Microsoft Office
• Licensure in insurance or willingness to obtain required certifications
• Bachelor's degree in Business, Insurance, Marketing, or related field is a plus