Account Manager – Associate
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Job Description
Account Manager Associate managing client insurance needs and supporting marketing initiatives. Preparing communication materials and collaborating with teams on new projects with a focus on student health insurance plans.
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
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
- 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
Benefits:
- medical
- dental
- vision
- disability
- life insurance
- retirement savings
- paid time off
- paid holidays
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