Careers

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

Open Positions

Client Relationship Manager

This person reports directly to the CRM Team Lead, works closely with the Enrollment, Plan Analyst, Compliance and Claims Departments. This person is responsible for maintaining a professional working relationship with the key contacts of the block of business assigned to this team member.

Responsibilities
  • Coordinate and assist clients with strategic planning, including renewals, establishing timelines
  • Coordinate work with assigned team to ensure all internal activities (communication, annual calendars, project plans, customer service, etc.) are properly serviced for clients
  • Communicate to the service team information about the client including buying styles, expectations, problems, concerns and other relevant knowledge to assure a consistent high level of service
  • Oversee timely and accurate deliverables within established company standards
  • Assist managing renewal timeline to ensure timely execution of client decisions and provided materials
  • Assist with complex situations (claims, enrollment, implementation issues, etc.)
  • Conduct open enrollment and new hire meetings, onsite or remote, including creation of PowerPoint presentation materials
  • Implementation or carrier/vendor changes for various policies
  • Updating of agency management system with policy changes or renewals, including all various aspects of information needed in the system
  • Verify accuracy of rates within one-month post OE
  • Ability to adapt to different clients’ needs and wants, in a professional manner
  • Knowledge in and understanding of ERISA compliance, FMLA, COBRA, 5500 filings and HealthCare Reform
  • Ability to handle high stress situations with clients and maintain focus on overall satisfaction
Requirements
  • High school diploma or greater, personal skills being most important
  • 3-5 years of industry experience, working in Client Services or as an Account Manager
  • Proficient in Microsoft Office
  • Health and Life license with the State of Michigan
  • Contagious energy and leadership skills that portray confidence in your team members and clients
  • Strong Ethical Standards
  • Strong oral and written communication skills, problem-solving skills and organizational skills
  • Must be a team player and contain interpersonal skills
  • Experience with Zywave, Benefit Solver, and Employee Navigator software strongly preferred.
  • Able to work independently
  • Able to prioritize and manage multiple projects
  • Commitment to excellent customer service
General
  • Full-time Exempt position
  • Maintain a continuous learning attitude on insurance and company related areas
Claims & Benefit Advocate

This person reports directly to the Claims & Benefit Advocate Team Lead, works closely with the Client Relationship Managers and Enrollment department. This person is responsible for maintaining a professional working relationship and provides group benefits support to the clients and their employees.

Responsibilities
  • Perform as a claim advocate for clients; working directly with employees, dependents, customers, provider offices and insurance carriers
  • Provide coverage and claims strategy advice to clients and internal team members
  • Analyze and interpret information to provide accurate conclusions for claims issues
  • Effectively communicating claims issue updates to the client and internal team members
  • Proficiently maintain agency management system data for accuracy
  • Accurately review members benefits to ensure claims have been process accurately
  • Ability to gather data from clients and carriers
  • Knowledge and understanding of Medical, Dental, Vision, Life, Disability and Worksite benefits
  • Build and maintain client and carrier loyalty by providing prompt, friendly service
  • Ability to obtain needed information for pending claims inquiries
  • Knowledge in and understanding of ERISA compliance, COBRA, and Health Care Reform
  • Establish and cultivate cooperative working relationships with clients and their employees
  • Perform other company tasks as assigned
  • Perform all task in accordance with company policies
Requirements
  • High school diploma or greater, personal skills being most important
  • 1-2 years of claims and benefit experience preferred
  • Proficient in Microsoft Office
  • Contagious energy and leadership skills that portray confidence in your team members and clients
  • Strong oral and written communication skills
  • Strong organization and problem-solving skills
  • Strong attention to detail
  • Professional phone manner
  • Strong team player and interpersonal skills
  • Experience with Zywave, Benefit Solver, and Employee Navigator software preferred
  • Able to work independently
  • Able to prioritize and manage multiple projects
  • Commitment to excellent customer service
General
  • Full-time Exempt position
  • Maintain a continuous learning attitude on insurance and company related areas
Compliance & Communications Liaison

Description coming soon.

Internal Client Support

Description coming soon.

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