Individual Health and Medicare Account Manager (Hybrid)

NFP•Lake Havasu City, AZ

4d•$50•Hybrid

About The Position

The Individual Health Account Manager is responsible for working with NFP individual clients and the other NFP Account Managers. The position requires day to day client servicing and sales of new and existing clients and entails a great deal of verbal, electronic and other written communications. The Account Manager will place new policies and manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned. Individual Health Sales has an extremely busy fourth quarter due to the enrollment season each year. The Account Manager must be willing and able to work additional hours (Overtime) to meet the demand for services during the enrollment season.

Requirements

Highly organized with excellent verbal and written communication skills.
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
Ability to handle situations in a calm, courteous and professional manner
Customer focused to establish and maintain effective relationships
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook as well as Windows
Ability to prioritize multiple tasks to meet deadlines
Must be able to read, analyze and reconcile financial reports
Possess strong analytical and problem-solving skills
Sharp attention to detail, decision making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines and technology and products
Life and Health Insurance License required or committed to obtain 90 days after hire.
Must certify and recertify with the ACA markets (Fed or State) as well as with the individual carriers and Medicare (AHIP

Nice To Haves

Associates degree (or equivalent), or BA/BS preferred but not required
More than 2 years’ client service and/or industry and product line experience.

Responsibilities

Proactively works to develop relationships with carriers and client contacts; may take active role in meetings
Prepare and send the proposals to clients from multiple software programs
Takes the lead with clients and carriers to sale and service policies including their status and verification
Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
Must maintain a current Health and Life Insurance License
Must certify and recertify with the ACA markets (Fed or State) as well as with the individual carriers and Medicare (AHIP)