CRC Benefits - Account Manager - Self Funded Insurance (Hybrid)
CRC Insurance Services, Inc., Phoenix, AZ, United States
Employment Type:
Regular
Language Fluency:
English (Required)
Work Shift:
1st Shift (United States of America)
Job Description Responsible for managing client accounts, overseeing the account renewal process, and leading Request for Proposal (RFP) activities. Serve as primary point of contact for client accounts, nurturing strong and trusted relationships.
Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.
Required Responsibilities
Serve as the 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 the successful resolution of client issues.
Lead account renewal process, managing the entire process from contract review to negotiation and renewal.
Conduct comprehensive account reviews to assess client satisfaction, identify areas for improvement, and provide strategic recommendations.
Collaborate with internal teams, including sales, underwriting, and claims teams, to develop renewal strategies and ensure client retention.
Identify opportunities to expand business with new and existing clients through upselling and introducing our portfolio of services.
Lead and manage the RFP process working closely with cross functional teams to develop winning proposals.
Analyze RFP requirements, establish project timelines, and delegate tasks to team members to develop winning proposals.
Continuously improve the RFP process, including the development of standardized templates, best practices, and knowledge sharing.
Stay abreast of industry trends, market developments, and competitor activities to identify potential risks and opportunities for our clients.
Participate in industry events, conferences, and networking activities to build relationships and promote our consultancy’s expertise.
Collaborate with the sales team to develop strategic account plans and achieve revenue targets.
Actively participate in team meetings, providing input to contribute to the teams’ overall success in achieving customer satisfaction.
Required Qualifications
Life and Health License required.
Associate degree preferred, along with a 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 the insurance, risk management or consulting industry.
Strong knowledge of stop loss and risk management products, services, and industry practices.
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.
Determine when issues need to be escalated to a higher level.
Work in and contribute to a positive team environment.
Strong written and verbal communication skills.
Available Benefits General Description of Available Benefits for Eligible Employees of CRC Group:
At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
Who We’re Looking For We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
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Regular
Language Fluency:
English (Required)
Work Shift:
1st Shift (United States of America)
Job Description Responsible for managing client accounts, overseeing the account renewal process, and leading Request for Proposal (RFP) activities. Serve as primary point of contact for client accounts, nurturing strong and trusted relationships.
Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home.
Required Responsibilities
Serve as the 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 the successful resolution of client issues.
Lead account renewal process, managing the entire process from contract review to negotiation and renewal.
Conduct comprehensive account reviews to assess client satisfaction, identify areas for improvement, and provide strategic recommendations.
Collaborate with internal teams, including sales, underwriting, and claims teams, to develop renewal strategies and ensure client retention.
Identify opportunities to expand business with new and existing clients through upselling and introducing our portfolio of services.
Lead and manage the RFP process working closely with cross functional teams to develop winning proposals.
Analyze RFP requirements, establish project timelines, and delegate tasks to team members to develop winning proposals.
Continuously improve the RFP process, including the development of standardized templates, best practices, and knowledge sharing.
Stay abreast of industry trends, market developments, and competitor activities to identify potential risks and opportunities for our clients.
Participate in industry events, conferences, and networking activities to build relationships and promote our consultancy’s expertise.
Collaborate with the sales team to develop strategic account plans and achieve revenue targets.
Actively participate in team meetings, providing input to contribute to the teams’ overall success in achieving customer satisfaction.
Required Qualifications
Life and Health License required.
Associate degree preferred, along with a 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 the insurance, risk management or consulting industry.
Strong knowledge of stop loss and risk management products, services, and industry practices.
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.
Determine when issues need to be escalated to a higher level.
Work in and contribute to a positive team environment.
Strong written and verbal communication skills.
Available Benefits General Description of Available Benefits for Eligible Employees of CRC Group:
At CRC Group, we're committed to supporting every aspect of teammates' well-being – physical, emotional, financial, social, and professional. Our best-in-class benefits program is designed to care for the whole you, offering a wide range of coverage and support. Eligible full-time teammates enjoy access to medical, dental, vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k) plan with company match. CRC Group also offers generous paid time off programs, including company holidays, vacation and sick days, new parent leave, and more. Eligible positions may also qualify for restricted stock units and/or a deferred compensation plan.
CRC Group supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. CRC Group is a Drug Free Workplace.
EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOC_KnowYourRights_screen_reader_10_20.pdf) Pay Transparency Nondiscrimination Provision E-Verify (https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf)
Who We’re Looking For We seek passionate individuals who thrive in a fast-paced, collaborative environment. If you value integrity and are driven to succeed, CRC Group is the place for you.
#J-18808-Ljbffr