The Account Manager, Associate is responsible for overall account management, providing basic customer service, administering enrollment and perform reconciliations, working with the insurance company to prevent and solve problems, and managing webpages for each school. In addition, the Account Manager, Associate will assist with UHP’s marketing and sales initiatives.
Primary Responsibilities and Duties:
- Manage client relationships and service client insurance needs
- Prepare communication material about the student health insurance plan
- Create and update student health insurance plan websites, including waiver and enrollment forms
- Manage data transfer process between UHP and the client
- Process enrollments, facilitate reconciliations, invoice clients, and coordinate the deposits of premium payments
- Prepares, processes, reviews and monitors various documents such as premiums, policies, claims, applications, changes, etc.
- Answer phone inquiries from medical providers, students, parents and school contacts about benefits, enrollment and other information
- Create and package claim reports, and perform analysis for client
- Collaborate with team members on new projects. Coordinate, develop ideas and formulate presentations
- May need to provide field service, meeting with students and school administrators to explain insurance benefits
- Develop marketing material, update prospect lists, coordinate mass emails
Requirements and Qualifications:
- Minimum of 3+ years of work experience
- Valid Life, Accident and Health brokers’ license or agreement to get licensed within 90 days of starting
- College degree preferred
- Possess excellent verbal and written communication skills
- Demonstrate proficiency in computer applications, esp. Microsoft Office Suite and comfort working in a paperless environment
- Exceptional organization and time-management skills
- Self-starter, professional and assertive
- Ability to handle a fast-paced, challenging work environment
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $51,800 - $65,000 annually. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.
