Account Manager

Job Description

Job Description

Title: Account Manager (Greater Lansing Territory)

Reports To: Associate Administrator PC Pool and WC Fund

Location: East Lansing, MI

Department: Property/Casualty & Workers’ Compensation

SET SEG is looking for an Account Manager who can strategize how best to service and retain existing members in both the Property Casualty (PC) Pool and the Workers’ Compensation (WC) Fund. The Account Manager will be a spokesperson between SET SEG and public schools in the Greater Lansing territory. The Account Manager will regularly interact with school management personnel of all levels as they have service requests and risk management/coverage related questions ensuring an exceptional member experience.

WHO WE ARE

School Employers Trust (SET) is a non-profit company that was created after a monumental shift in school funding happened in 1965. SET, which began in 1971, served as an employee benefits association focused on offering comprehensive and affordable employee benefit solutions to Michigan public schools and their employees. Two years later, its partner organization School Employers Group (SEG) was formed to administer compensation and fringe benefits for SET. As schools were faced with more challenges related to insurance, SEG evolved and grew into a company that provides workers’ compensation and property/casualty services for Michigan public schools.

Today, SET SEG continues to expand and find creative ways to meet the specialized needs of its members. This, coupled with a superior member experience, is why SET SEG has maintained its position as an industry leader in the school insurance market.

We value those who proactively solve challenges, simplify the complex, thrive in a fast-paced setting, have a customer-first mentality, and seek a collaborative and inclusive work environment. We offer 100% employer paid insurance (medical, dental, and vision), Paid Time off (PTO), and paid parental leave.

Our passion is delivering peace of mind to Michigan public schools and we look for team members who are motivated by our cause. To learn more, visit:

WHO YOU ARE

You are energized by working with a collaborative team and industry peers to support Michigan public schools through their challenges. You seek understanding and are motivated to tackle projects and problems with the customer in mind. You anticipate needs and preempt challenges and concerns, delivering increasingly relevant customer experiences over time. You value a culture that is rooted in mutual respect, where you can learn from different perspectives and roles.

Primary Responsibilities:

• Serves as the primary service contact for assigned member districts, providing prompt, courteous, knowledgeable assistance to members
• Prepares and presents proposals and renewal strategies to school administrators regarding liability, property and workers’ compensation coverages
• Conducts at least one in-person visit per member, per calendar year
• Handles member requests via phone and email promptly and accurately, ensuring a high level of member support
• Maintains up to date member files and documentation in the agency management (CRM) system
• Develops strong member relationships through proactive communication, timely service delivery, and consistent problem solving
• Delivers presentations to various audience sizes and answers questions with a high level of subject matter expertise
• Represents SET SEG at functions, member outings, conferences, and seminars to build and maintain strong relationships with school personnel and promote SET SEG products and services
• Keeps Associate Administrator abreast of member relations to strategize solutions and coverage options
• Communicates with Underwriting, Claims, and Risk Control teams to ensure members’ needs are being met
• Proactively engages in self-development to continuously grow knowledge, skills, and abilities
• Other duties as assigned by the Associate Administrator
  
  

Required Qualifications:

• Equivalent of a bachelor’s degree in Risk Management/Insurance or related field
• Minimum five (5) years experience in Risk Management/Insurance
• Ability to obtain and maintain a Michigan Resident Producer/Agent License in Property Casualty within three (3) months from date of hire
• Must be located in close proximity to the Greater Lansing area with the ability to travel by car throughout the territory
• Must have superior verbal and written communications skills including in person, telephone, computer/video, and written
• High level of detail orientation and organization skills
• Ability to develop and maintain positive and productive working relationships with school officials
• Ability to collaborate closely with all SET SEG departments
• Ability to formally present SET SEG plans in front of small and large groups
• Must complete 24 Continuing Education (C.E.) credits every 24 months as per the requirements of the Michigan Insurance Laws
• Possess and maintain a safe driving record
• Ability to manage difficult or stressful situations in a professional and cordial manner

Physical Demands / Work Environment

Several hours per day at a sit/stand desk, average mobility to move around an office environment; able to spend several hours per day at a computer; ability to travel to various locations throughout Michigan for several hours per day. Punctual, regular, and consistent attendance is required.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

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