Licensed Insurance Account Manager
1 week ago
We seek a Licensed Insurance Account Manager to grow and maintain the Companys clients (groups and brokers), ensuring retention and growth in the assigned territory. Responsibilities include preparing and presenting RFPs, conducting enrollment meetings, plan guide presentations, health fairs, and other informational sessions.
Essential Responsibilities- Works with brokers to develop more business and responds to all brokers requests including RFPs.
- Identifies and solicits applicable groups for plan sign?up and participation/membership. Follows up on all RFPs.
- Builds in?depth positive relationships with existing accounts to ensure account retention by proactive service activity and overall service responsiveness. Seeks opportunities for account expansion/renewal process to develop referrals and elicit potential growth.
- Works with existing groups to resolve any and all issues and problems regarding plan participation and member issues.
- Conducts initial and ongoing enrollment meetings, plan guide presentations, day?to?day servicing of groups & insurance brokers as well as health fairs, and other informational and Q&A meetings.
- Personally serves all groups over 20 employees to establish relationships with group stakeholders.
- Facilitates renewal negotiations, expediting financial/utilization reporting and analysis. Works with Underwriter and Sales and Services management personnel to provide groups with renewal plan design & alternatives to ensure account retention.
- Maintains current group files and reports significant changes or concerns.
- Develops all required reporting in an accurate and timely manner and assists Enrollment/Accounting with needed information.
- Effectively grows and maintains group participation in Company plans in assigned territory and efficiently and completely supporting the groups and group membership.
- Resolving group/member issues, effectively addressing inquiries to the satisfaction of all parties.
- Effectively works with team members across the enterprise to accomplish projects and performance goals.
- Maintaining a high level of integrity and appropriate confidentiality in all activities and efforts.
- Addresses and resolves a wide variety of basic to moderately complex group, member and broker issues and problems.
- Supports improvements in processes, programs, productivity and services.
- Performs any and all additional duties as requested and directed for this position.
- Minimum 3+ years of experience in sales, marketing, business development, and/or managing business?to?business relationships working with brokers in the insurance industry.
- Proficiency in regulations related to marketing, benefits, enrollment and other guidelines as governed by regulatory agencies.
- Bachelors degree.
- Accident and Health or Sickness License.
- Bilingual (English/Spanish).
- Knowledge of sales and service operations in a dental plan member/provider environment.
- Knowledge of sales and service principles, HIPAA/PHI and other applicable regulations and requirements in a healthcare setting.
- Strong written and verbal communication skills and problem?solving techniques.
- Appropriate personal transportation is required (mileage is reimbursed).
- Travel throughout the West coast averaging 2?3 out of town overnights per month.
- Primary Location: Seattle, WA
- Job Schedule: Full time
- Scheduled Weekly Hours: 40+
- Shift: Varies
- Travel: Yes, more than 50% of the time
We look forward to having you on our team
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