Regional Account Manager, Medical Stop Loss – Distribution

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Job Description:

  • Support and manage the Medical Stop Loss RFP pipeline for new sales and renewal opportunities
  • Collect data required to develop comprehensive proposals in a timely manner
  • Provide administrative sales support and liaise with sales personnel, customers, producers, and home office contacts
  • Partner with sales executives, account executives, and account managers to manage the RFP process
  • Monitor RFP inboxes, enter data into internal sales systems, track timelines, review responses, distribute proposals, and interface with brokers
  • Organize and maintain the office and ensure shared equipment and supplies are available and operational
  • Serve as a resource for new hires and assist with onboarding
  • Participate in team meetings and training and provide backup for team members
  • Document and maintain sales and customer record systems for compliance
  • Support finalist meetings, enrollment, and benefit fair preparation; order brochures and giveaways
  • Work on special projects throughout the year
  • Coordinate marketing, sales, and support services for assigned accounts
  • Understand customer requirements and initiate actions supporting customer satisfaction
  • Partner with internal contacts to resolve customer and broker issues
  • Present products, services, and plan design information
  • Address customer questions and concerns about product offerings

Requirements:

  • 2-3 years of Stop Loss product and/or account management experience
  • Strong customer service experience and managing deadlines
  • Medical Stop Loss industry, sales administration, broker relations, customer service, RFP pipeline management or equivalent experience
  • Knowledge and understanding of customer service and relationship management concepts preferred
  • Detail-oriented with strong analytical, organizational, and time management skills
  • Excellent communication and presentation skills
  • Customer-focused and resolution-oriented
  • Ability to manage multiple priorities in a timely manner
  • Demonstrated success servicing multiple small to medium financial/insurance accounts
  • Three (3) plus years of relevant experience
  • Self-motivated with ability to work independently and provide timely results
  • Ability to develop and grow relationships while maintaining targeted retention rates
  • Proven ability to partner successfully with consultants, brokerage firms and/or third-party administrators
  • Excellent written/verbal communication and presentation skills
  • Strong organization and time management skills
  • Solid knowledge of group insurance products and services preferred
  • Active Life and Health Insurance license or obtained within 30 days of hire

Benefits:

  • Market competitive base salaries
  • Yearly bonus potential at every level
  • Medical, dental, vision, life insurance, and disability insurance
  • Paid Time Off (PTO)
  • Parental and military leave
  • 401(k) plan with company match (up to 4%)
  • Company-funded pension plan
  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
  • Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
  • Education Benefit for approved traditional college degrees and accredited certificate programs
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices
  • Discretionary annual incentive program
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