About the role
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 skills
Ability to work independently with strong decision-making skills
Ability 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
Ability to compose original correspondence, write reports, have effective interaction with people, and to communicate ideas and receive and process information
Must maintain 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
Education & Experience:
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
Benefits You'll Enjoy:
We believe in supporting our team both professionally and personally. Our comprehensive benefits package includes:
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
Educational support for licensing and professional development
Early 4PM close on Fridays
Monthly team lunches
Access to additional voluntary benefits
If you're looking for a professional home where your expertise is valued and your growth is supported, we'd love to hear from you.