Account Manager Stop Loss

Summary

The Account Manager, Stop Loss position plays a key role in managing new and renewal business in tandem with our sales representatives in support of the collective sales goals. The Account Manager assists and works in partnership with the sales representative and Home Office personnel, including support services, underwriting, and management resources, to provide value added solutions to help meet sales growth and persistency objectives. Through effective day to day account management, the Account Manager builds strong working relationships with assigned accounts, brokers, and internal teams in order to meet customer expectations. The positon requires a solid understanding of our internal procedures and renewal processes in order to provide thorough and timely responses to our clients and business partners. The Account Manager is also responsible for ensuring the timely and complete implementation of sold business and new policyholder orientation through partnering with our producer partners (brokers and third-party administrators) and internal associates. They must have a firm knowledge of the stop loss contract and product features.

Responsibilities

✔ Manages the overall service experience and customer needs for existing accounts by providing consistent proactive account management with brokers and clients in the form of scheduled calls, emails, conference calls and webinars. Monthly monitoring of account claim reporting requirements, premium remittances, and timely uploading of information into our Employer Excess Loss platform. Responds to client inquiries and requests and proactively identifies potential client concerns to ensure positive outcomes
35%

✔ Primary manager of the renewal process to retain our active and profitable accounts in collaboration with the Regional Sales Manager, Underwriting and Broker partners
30%

✔ Leads new client orientation, onboarding, and the installation of new accounts from point of sale through delivery of the contract. These require a demonstration of the client Group Online (GO) portal and other value added programs.
15%

✔ Effectively work in partnership with the RFP Analyst (RA) team to provide a consistent customer experience for both internal and external business partners and ensure confidence during the quoting process. This includes having the Account Manager mentor the RA on such things as specific broker relationships, and the ability to build and cultivate productive and successful rapport with both internal and external clients.
15%

✔ Works with other internal partners on special projects or division initiatives such as annual post-task reviews and process improvements.
5%

Skills