Account Manager – Self Funded Insurance

CRC Insurance Services

Account Manager responsible for managing client accounts and leading RFP activities at CRC Benefits. Collaborating cross-functionally to exceed client expectations in the Self-Funded health industry.

Posted 4/15/2026full-timePhoenix • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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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