Account Manager – Self Funded Insurance
CRC Insurance Services
full-time
Posted on:
Location Type: Hybrid
Location: Phoenix • Arizona • United States
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About the role
- Responsible for managing client accounts
- Overseeing the account renewal process
- Leading Request for Proposal (RFP) activities
- Serve as primary point of contact for client accounts, nurturing strong and trusted relationships
- Understand clients’ risk management needs, goals, and objectives to provide tailored solutions and exceed expectations
- Collaborate cross-functionally to ensure the delivery of exceptional service and resolution of client issues
- Conduct comprehensive account reviews to assess client satisfaction, identify areas for improvement, and provide strategic recommendations
- Identify opportunities to expand business with clients through upselling
- Lead and manage the RFP process working closely with cross-functional teams to develop winning proposals
- Analyze RFP requirements and establish project timelines
Requirements
- Life and Health License required
- Associate degree preferred
- Minimum of three (3) years’ experience in the Self-Funded group health industry
- Proven experience as an Account Manager, Underwriter, or in a similar role within insurance, risk management, or consulting industry
- Strong knowledge of stop loss and risk management products, services, and industry practices
- Ability to read, comprehend, and interpret carrier requirements, underwriting procedures, and policies
- Demonstrated success in managing complex client relationships, driving renewals, and expanding business opportunities
- Excellent communication and negotiation skills
- Strategic mindset with the ability to analyze data, identify trends, and translate insights into actionable strategies
- Ability to work collaboratively in cross-functional teams and manage multiple priorities in a fast-paced environment
Benefits
- Medical, dental, vision, life, disability, and AD&D insurance
- Tax-advantaged savings accounts
- 401(k) plan with company match
- Generous paid time off programs including company holidays, vacation, and sick days
- New parent leave
- Possible restricted stock units and/or deferred compensation plan
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementrisk managementRFP processupsellingdata analysisclient satisfaction assessmentstrategic recommendationsunderwriting proceduresstop loss productsinsurance industry practices
Soft Skills
communication skillsnegotiation skillsrelationship managementstrategic mindsetcollaborationproblem-solvingtime managementclient-focusedadaptabilityleadership
Certifications
Life and Health LicenseAssociate degree