Manager, Account Services

Job Locations US-AZ-Phoenix
ID
2020-1424
Category
Management
Type
Regular FT

Overview

This role works with brokers, carriers and Administrators to effectively market prospects and/or renewals for Self-Funded insurance.

Responsibilities

  • Manages assigned Staff and workload.
  • Represents Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with agents/brokers and Administrators.
  • Develop a good understanding of Carrier contracts and nuances.
  • Develops increasing knowledge of insurance industry markets, products, and legal environments to provide a value-added service to agents/brokers.
  • Works in tandem with Consultants to effectively assist agents/brokers or Administrators in placing their business with BenefitMall by:
    • Accurately and effectively prepare broker or Administrator requests for proposals.
    • Communicate timely with broker or administrator for any additional information required to complete RFP.
    • Advise broker or Administrator on appropropiateness of contract type and specific deductible levels.
    • Work with carriers on prospects and/or renewal business to ensure the quotes are competitive in the market.
    • Negotiate rates, lasers, etc with carrier underwriters to provide our broker/administrator partners with best options for their client.
    • Underwrite the prospect/renewal (Aggregate calculations, Plan change credit estimations, Specific Reinsurance and Actuarial estimates, Laser and/or Large Claim estimates).
    • Accurately and timely preparation of RFP spreadsheet for proposal presentations of all marketed cases/renewals.
    • Accurate and timely preparation of renewals on existing book of business to achieve maximize retention.
    • Determines when problems or issues need to be escalated to consultants or management.
    • Occasionally meet on-site/off-site with Brokers or Administrators in coordination with assigned Consultant.
  • Actively participates in team meetings, providing input to contribute to the team’s overall success in achieving company sales goals.

Qualifications

  • A minimum of 10 years of related experience in the Self Funded group health industry.
  • Associates degree preferred
  • Management/Supervisor experience.
  • In-depth knowledge of Self Funding, underwriting guidelines, and medical conditions/terminology.
  • TPA experience a plus
  • Understanding of insurance products preferably attained through working in an insurance marketing or selling program.
  • Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient in Internet Explorer & Salesforce.
  • Communicate with all levels of internal and external personnel, both verbally and in writing.
  • Read, comprehend, and interpret carrier requirements, underwriting procedures and policies.
  • Strong knowledge and skills in negotiating with carriers, brokers and Administrators.

Who We Are

At BenefitMall, we believe a company is only as good as its investment in an employee’s future. We offer professional growth and tuition reimbursement, a rewarding wellness program, and numerous employee discount programs. In addition to our family centered, casual work environment, joining our team means receiving competitive compensation, comprehensive health benefits, paid time-off, employer-paid holidays, and 401(k) match.

 

When you join BenefitMall, you aren’t just starting a new job, you become an important part of our growing and collaborative team. With over 40 years of providing benefits and payroll services nationally, BenefitMall is an industry-leader dedicated to offering top-notch solutions to our clients.

 

We are an EOE F/M/D/V

 

BenefitMall provides equal employment opportunities to all employees and applicants for employment without regard to race, color creed, religion, sex, national origin, age, citizenship, disability, veteran status or any other protected status. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department.

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