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

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.

  • 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
  • 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
  • Full-time Exempt position
  • Maintain a continuous learning attitude on insurance and company related areas

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

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