CRC Benefits - Account Coordinator, SFD (Hybrid)

CRC Group•Phoenix, AZ

1d•Hybrid

About The Position

The Account Coordinator position is responsible for providing support to the Account Management team in assisting with the renewal process and ensuring an efficient RFP process. This role also involves providing accurate and timely sold case documentation to all internal departments. CRC Benefits, an industry-leading provider of benefits services, fosters a culture based on corporate values that emphasize inclusion, trust, collaboration, and innovation. The company has been recognized with a Top Workplaces USA award for three consecutive years, based solely on employee feedback. Employees operate on a hybrid schedule, utilizing video and screen sharing technology for collaboration on non-office days, offering the convenience of working from home while maintaining team connectivity.

Requirements

A minimum of 2+ years of related experience in the stop loss insurance and risk management industry.
Strong understanding of stop loss insurance, risk management principles, and industry terminology.
Understanding of Insurance products preferably attained through working in an insurance marketing program.
Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers.
Excellent written and verbal communication skills.
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 organizational skills with the ability to manage multiple tasks and prioritize effectively.
Work in and contribute to a positive team environment.
Manage multiple responsibilities simultaneously.
Attention to detail and high level of accuracy.

Nice To Haves

TPA experience a plus.
Proficiency in CRM systems a plus.

Responsibilities

Represent 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.
Stay updated on industry regulations, product knowledge, and market trends in stop loss insurance and risk management.
Develop a good understanding of Carrier contracts and nuances.
Work in tandem with Account Managers to effectively assist agents/brokers or Administrators in placing their business with CRC Benefits Self-Funded Division.
Request renewal data from Broker and/or Administrator including reviewing data for accuracy and completeness.
Communicate timely with Broker or Administrator for any additional information required to complete RFP.
Accurately and effectively prepare broker or Administrator requests for proposal.
Assist Account Manager in accurate and timely preparation of RFP spreadsheet for proposal presentations of all marketed cases/renewals.
Accurately and timely complete Salesforce sold case information.
Coordinate all sold case documents for signature, including proposal, application, policy, etc.
Obtain all final information, plan document, reporting, etc. for policy issuance.
Collaborate with internal departments, such as sales, claims, and finance teams to ensure timely and accurate completion of tasks.
Occasionally meet on-site/off-site with Brokers or Administrators in coordination with the Account Management team.
Provide excellent customer service by responding to inquiries, resolving issues, and maintaining internal and external relationships.
Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving company sales goals.
Develop and maintain good working relationships.
Determine when issues need to be escalated to a higher level.
Other duties as assigned.