Account Manager

Responsibilities

• Strategic Collaboration: Partner with Sales and Account Executives to develop and implement strategies for new and renewal accounts.
• Collaborate with internal departments to ensure all services align with the organization’s value proposition and drive alignment with strategic goals.
• Client Services: Collaborate effectively with brokers, clients, administrators, and carriers to support best-in-class Stop Loss pricing, Account Management, Claims Administration, and Premium Services.
• Provide daily client services including processing policies, endorsements, invoicing, and certificates of insurance.
• Manage client payment processes by partnering with the premiums department to ensure timely premium receipt and disbursement, investigating variances, and auditing program invoicing.
• Communication Liaison: Serve as the main point of contact between internal departments and external partners, ensuring effective communication, clarity, and support throughout the client lifecycle.
• Compliance Management: Manage compliance and adherence for each account, ensuring strict PHI and HIPAA Privacy guidelines are followed. Process confidentiality agreements, business associate agreements, and distribute Schedule A’s to brokers and clients upon request.
• File Maintenance & Document Management: Responsible for electronic file set-up and maintenance, including ongoing filing and documentation of client meetings, issues, and decisions. Review and track policy and plan documents by client and policy year. Monitor client status from point of sale through implementation to final policy receipt and delivery.
• Relationship Development: Build and maintain strong relationships with Sales and Account Executives to support cohesive strategies within the local market. Cultivate external relationships via email, telephone, and networking opportunities to strengthen business partnerships.
• Workload Prioritization: Plan, prioritize, and complete day-to-day workload, balancing new business, renewals, and service responsibilities.
• Confidentiality & Integrity: Ensure the confidentiality, integrity, and availability of protected health information at all times.
• Analytical Thinking: Apply analytical thinking and problem-solving skills to address client and policy needs effectively.
• Teamwork: Collaborate effectively with cross-functional teams to achieve common objectives.
• Attention to Detail & Organization: Demonstrate meticulous attention to detail and strong organizational skills to maintain accurate records and deliver high-quality service.

Qualifications

• Work Experience: 3+ years in Group Benefits and at least 1+ years in Account Management strongly preferred. Experience in employee benefits, account management, project management, human resources, or concierge services desired.
• Education: Bachelor's degree or strongly preferred.
• Licenses: Arizona Life & Health Insurance License preferred.
• Skills: Strong business acumen, teamwork, written/verbal communication, organizational, and time management skills.
• Attributes: Sense of urgency, attention to detail, and a desire to learn are necessities.
• Technical Proficiency: Proficient in Microsoft Office programs (Word, Excel, Outlook, etc.).