Account Manager, Associate

Risk Strategies

35d

About The Position

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. Your Impact 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 Successful Candidate Will Have 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 - $85,000 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. Pay Range: $51,800 - $85,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role. 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. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice. Risk Strategies has joined Brown & Brown, and teams at both companies are growing. Risk Strategies offers comprehensive risk management solutions, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates-not employees, and leaders-not managers. Everything we do is about the greater “WE”-never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers.

Requirements

Minimum of 3+ years of work experience
Valid Life, Accident and Health brokers’ license or agreement to get licensed within 90 days of starting
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

Nice To Haves

College degree preferred

Responsibilities

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