Account Manager - Accident & Health

This is a full-time, hybrid role where you will be expected to be in the office 2-3 days per week. Available locations: Atlanta, GA; Boston, MA; Marblehead, MA; Plano, TX; or Edina, MN.

About the role

Support Accident & Health (A&H) underwriting business strategy by handling daily operations. Manage account service activities as the primary client contact. Analyze and provide recommendations on policy-related documents to ensure underwriting intentions are documented and accurately communicated to the policyholder. Partner with Product Management to ensure legislative requirements and corporate communications translate appropriately onto policy-related documents.

Responsibilities

• Provide all-encompassing post-sale customer service support for assigned new business and renewal block of business.
• Support a dedicated team of Underwriters and Business Development Leaders to ensure smooth delivery of client services.
• Collect required items to ensure timely policy issuance and underwriting requirements are met.
• Validate document terminology fits contractual needs to protect QBE against risk and request additional documentation if necessary.
• Maintain ongoing account relationships by being the primary contact for claims and premium accounting post-issuance, assisting with the collection process, and ensuring commissions/applicable fees are accurate.
• Manage new and renewal implementation processes for accounts, including scheduling and leading implementation calls, and provide strategic guidance as follow-up.
• Develop and maintain favorable internal and external relationships to provide the highest level of support by meeting or exceeding industry standards.
• Assist with renewals, including producer outreach, helping with renewal calls, and gathering RFP data.
• Participate in producer outreach calls in conjunction with Business Development Leaders.
• Assist Business Development Leaders with meeting scheduling, gathering marketing data, presentation creation, and reporting.
• Review employer plan documents and amendments for alignment with policy language; lead collaboration efforts to determine rate or policy term impact and evaluate risk to business operations and loss ratio.
• Consult and advise management on trends in employer plan language and data quality of required reporting and final underwriting requirements.
• Monitor policies and ensure changes in rates, terms, medical management, and claims are handled with minimal risk to the organization.
• Develop strong underwriting knowledge and assist with final underwriting requirements.

Qualifications

Bachelor's Degree or equivalent combination of education and work experience.

Skills

• Strong customer focus with the ability to develop strong customer relationships
• Clear, well-organized, professional communication both written and verbal
• Effective organizational skills; manage and prioritize competing responsibilities concurrently
• Proven critical thinking to resolve problems
• Capable of working in a fast-paced environment
• Work independently with little supervision or direction
• Collaborate with internal and external customers
• Account Management
• Adaptability
• Customer Relationship Management (CRM) Software
• Customer Service
• Customer Value Management
• Detail-Oriented
• Financial Products
• Intentional collaboration
• Managing performance
• Portfolio Management
• Process Improvements
• Reporting and Analysis
• Risk Management
• Stakeholder Management

Pay

The salary range for this role is $66,000–$123,500. The salary offer will be decided based on the role's complexity, its location, and the candidate’s professional background, including their education and experience.

Benefits

• Hybrid working – a mix of working from home and in the office
• 22 weeks of paid leave for family growth, with 12 weeks available to all parents on a gender-equal basis
• Competitive 401(k) program with company match up to 8%
• Well-being program including holistic well-being coaching, gym membership, confidential counseling, financial and legal advice
• Tuition reimbursement for professional certifications and continuing education
• Annual discretionary bonus plan based on business and individual performance
• Employee Network and Community – active support for six Employee Networks and community giving opportunities