Account Manager - Accident & Health
Core
Support Accident & Health underwriting business strategy by managing daily operations, serving as the primary client contact for post-sale service, and ensuring policy documents align with underwriting intentions and legislative requirements.
Role type
Account Manager (Accident & Health)
Builds
Post-sale customer service support, policy issuance, and account implementation processes for new and renewal business blocks.
Domain
Insurance (Accident & Health)
Deliverable
client delivery
Required skills
Policy document analysis, risk evaluation, claims and premium accounting, renewal implementation, producer outreach, rate and term impact assessment, data quality monitoring
Preferred skills
Underwriting knowledge, strategic guidance, employer plan document review
Technologies
Customer Relationship Management (CRM) Software
Responsibilities
Manage account service activities as primary client contact; analyze and recommend policy document changes to ensure accurate underwriting communication; collect required items for timely policy issuance; maintain ongoing account relationships for claims and premium accounting; manage new and renewal implementation processes including leading implementation calls; assist Business Development Leaders with meeting scheduling, marketing data gathering, and presentation creation; review employer plan documents for alignment with policy language and evaluate risk to operations; consult on trends in employer plan language and data quality.
Seniority
Individual Contributor