Corporate Account Specialist
Core
End-to-end servicing of complex, non-standard, high-risk group insurance accounts, including policy administration, underwriting, claims, billing, and compliance.
Role type
Senior IC corporate account specialist (group insurance)
Builds
Group insurance policies, claims resolutions, and compliance reports for corporate clients
Domain
Insurance / Group Benefits
Required skills
Group insurance policy administration, complex case analysis, judgment within delegated authority, process improvement, root-cause analysis, stakeholder management, Microsoft Excel, regulatory compliance
Preferred skills
Bachelor's degree in business/insurance/finance, LOMA coursework
Technologies
Microsoft Excel, case management tools, reporting tools
Responsibilities
Own end-to-end servicing of assigned corporate accounts including member movements and coverage changes; Assess complex requests and determine appropriate course of action within guidelines; Provide guidance to distribution partners and internal teams on fulfilment requirements; Co-lead process reviews and improvement initiatives including automation and control enhancement; Ensure transactions comply with policy contracts and regulatory standards.
Seniority
Senior, hands-on IC