Job Application

Are you interested in working for MI Planners? Check out our open positions and fill out an application below!

About Michigan Planners:

For over 60 years, Michigan Planners has provided access to affordable and comprehensive
healthcare coverage for individuals as well as small and large businesses. Our solutions save
employers time and money because, as a family business ourselves, we know what it takes to
keep your employees happy. We deliver solutions nationwide from our five offices
throughout Michigan and serve clients with locations in 26 states. 

Open Positions

Accounting Associate

Are you an organized, influential accounts payable specialist who enjoys a smooth invoicing process? Are you seeking a new challenge in a supportive, friendly environment with a team of high performers who love to celebrate each other’s successes? Do you want to be on a team that works collaboratively to solve problems? This third-generation employee benefits agency is expanding quickly based on its high-tech AND high-touch approach to employers and their workforces. Grow your career with this creative and collaborative firm with enormous opportunity to learn and develop while working with colleagues located in five locations throughout the state of Michigan. In this role, you will enter invoices, process a weekly check run, handle billing & invoicing, reconcile bank statements, enter expense reports, and assist with monthly insurance carrier commission statements. This is a full-time position, providing excellent benefits & a great core schedule (8 hours per day), and is located in our Traverse City office.

  • Demonstrated experience handling client billing, invoicing, payables, and other accounting tasks
  • Proven experience performing accounts payable and check reconciliations
  • Proficiency using Excel, Outlook, and other Microsoft Office applications; experience creating pivot tables and/or V-LOOKUPS in Excel strongly preferred
  • Outstanding attention to detail and accuracy in financial data entry
  • Experience using accounting software to input & track details
  • Demonstrated ability to maintain strict confidentiality
  • Strong written and verbal communication skills
  • Background working collaboratively with team members in a deadline-driven environment
  • Passion for accounting and finding ways to continuously improve processes
  • Obvious enjoyment of your work
  • Education Required: Associate Degree in Accounting, Finance, Math, or related field or equivalent experience
  • Full-time Exempt position located in Traverse City
  • Maintain a continuous learning attitude on insurance and company related areas

Interested in learning more about this position? Please submit your resume to:

Claims Liaison

Are you an enthusiastic claims liaison with a strong work ethic who wants to join a stable, growing company? Would you love an opportunity to work as part of a collaborative team who values excellent customer service and solid client partnerships? We are an employee benefits brokerage firm and we’re hiring a claims liaison who will provide group benefits support to clients and their employees. Grow your career with this creative and collaborative firm with enormous opportunity to learn and grow. Support your colleagues by providing unparalleled customer service to clients and participate in coverage and claims strategy conversations. This is a full-time, hybrid, position offering 100% paid medical, dental, and vision along with a 401(k) match located in Washington, Michigan. p>

  • Work directly with employees, dependents, customers, provider offices, and insurance carriers as an advocate for clients
  • Support clients and Michigan Planners team members by providing coverage and claims strategy advice
  • Analyze and interpret information to provide accurate conclusions for claims issues
  • Communicate claims issue updates to clients and internal team members effectively
  • Maintain and update the agency management system
  • Review member benefits to ensure claims have been processed accurately
  • Maintain up-to-date knowledge and understanding of Medical, Dental, Vison, Life, Disability and Worksite benefits, ERISA compliance, COBRA, and Health Care Reform
  • Build and maintain client and carrier loyalty by providing prompt, friendly service
  • Establish and cultivate cooperative working relationships with clients and their employees
  • Perform other tasks as needed
  • 1-2 years of claims and benefit experience preferred
  • Proven background using Excel, Outlook, and other Microsoft Office software
  • Contagious energy and leadership skills that portray confidence to your team members and clients
  • Strong organization and problem-solving skills
  • A positive, professional, and upbeat phone demeanor
  • Experience with Zywave, Benefit Solver, and Employee Navigator software preferred
  • Ability to prioritize and manage multiple projects
  • Outstanding attention to detail and accuracy
  • Ability to self-manage and work both independently and as part of a team
  • Capacity to quickly learn new information and apply it to your daily work-life
  • A passion for providing a white glove level of customer service
  • Excellent written and verbal communication skills
  • Education Required: High School Diploma/GED
Additional Details
  • Full-time, non-exempt position
  • Core Schedule: 8:30-4:30 Eastern Time
  • Office Location: Washington, Michigan
  • Benefits eligible role featuring a robust benefit offering, including several Company paid benefits (vision, dental, STD, LTD, AD&D); a variety of medical plans; a Safe Harbor 401(k) plan; a hybrid work environment; volunteer opportunities; a progressive time off policy; and a fun, family focused team.

Interested in learning more about this position? Please submit your resume to:

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