CRC Insurance Services

BenefitMall - Account Coordinator, Self-Funded Insurance (Hybrid)

CRC Insurance Services

full-time

Posted on:

Origin:  • 🇺🇸 United States • Arizona

Visit company website
✨ AI Apply
Manual Apply

Job Level

JuniorMid-Level

About the role

  • Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with agents/brokers and Administrators.
  • Stay updated on industry regulations, product knowledge, and market trends in stop loss insurance and risk management.
  • Develop a good understanding of Carrier contracts and nuances.
  • Work in tandem with Account Managers to effectively assist agents/brokers or Administrators in placing their business with BenefitMall Self-Funded Division.
  • Request renewal data from Broker and/or Administrator including reviewing data for accuracy and completeness.
  • Communicate timely with Broker or Administrator for any additional information required to complete RFP.
  • Accurately and effectively prepare broker or Administrator requests for proposal.
  • Assist Account Manager in accurate and timely preparation of RFP spreadsheet for proposal presentations of all marketed cases/renewals.
  • Accurately and timely complete Salesforce sold case information.
  • Coordinate all sold case documents for signature, including proposal, application, policy, etc.
  • Obtain all final information, plan document, reporting, etc. for policy issuance.
  • Collaborate with internal departments, such as sales, claims, and finance teams to ensure timely and accurate completion of tasks.
  • Occasionally meet on-site/off-site with Brokers or Administrators in coordination with the Account Management team.
  • Provide excellent customer service by responding to inquiries, resolving issues, and maintaining internal and external relationships.
  • Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving company sales goals.
  • Develop and maintain good working relationships.
  • Determine when issues need to be escalated to a higher level.

Requirements

  • GED, High school degree (required)
  • 2 years of related experience in the stop loss insurance and risk management industry (required)
  • TPA experience (preferred)
  • Proficiency in CRM systems (preferred)