Meadowbrook Insurance
Individual Health Account Manager

Location: Sarasota License: 215 Hours: 37.5 Salary:
Phone: 248-204-8263 Fax: Email:

•Scheduling appointments for Producers (individual medical), maintaining the weekly appointment folders
•Entering clients & policies for new business in Agency system Epic (look up in carrier website to verify data, retrieve policy numbers)
•Attaching Customer Information Form (CIF) and any additional documentation into agency management system EPIC.
•Manage and keep up to date splits on new & renewal business for the referring agents in EPIC. Reminder activities in management system, EPIC.
•Send out Temporary ID cards vial email or snail mail to new clients brought in via email or mail.
•Open Enrollment – scheduling appointments
•Assist accounting with the large commission statements, correcting records in EPIC
•Manage/renew accounts in the system, correct expiration dates, update plan with spouse and child(ren) information


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Go to careers and click on the desired position where you can complete an application and upload a resume. If you have questions, contact Melissa Dane at 248-204-8263.

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