Account Manager, Associate

The Account Manager Associate is responsible for overall account management, providing basic customer service, administering enrollment and performing reconciliations, working with the insurance company to prevent and solve problems, and managing webpages for each school. In addition, the Account Manager Associate will assist with UHP’s marketing and sales initiatives. Your impact includes managing client relationships and meeting client insurance needs.
Responsibilities

Prepare communication material about the student health insurance plan
Create and update student health insurance plan websites, including waiver and enrollment forms
Manage data transfer process between UHP and the client
Process enrollments, facilitate reconciliations, invoice clients, and coordinate the deposits of premium payments
Prepare, process, review and monitor various documents such as premiums, policies, claims, applications, changes, etc.
Answer phone inquiries from medical providers, students, parents and school contacts about benefits, enrollment and other information
Create and package claim reports, and perform analysis for client
Collaborate with team members on new projects
Coordinate, develop ideas and formulate presentations
May need to provide field service, meeting with students and school administrators to explain insurance benefits
Develop marketing material, update prospect lists, coordinate mass emails
Qualifications

Minimum of 3+ years of work experience
Valid Life, Accident and Health brokers’ license or agreement to obtain a license within 90 days of starting
College degree preferred
Excellent verbal and written communication skills
Proficiency in computer applications, especially Microsoft Office Suite and comfort working in a paperless environment
Exceptional organization and time‑management skills
Self‑starter, professional and assertive
Ability to handle a fast‑paced, challenging work environment
Benefits and Compensation

Base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits: medical, dental, vision, disability, and life insurance; retirement savings; paid time off and paid holidays for eligible employees.
The expected base pay range for this position is between $51,800 and $85,000 annually.
The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job‑related knowledge, skills, and experience. Total compensation may also include other elements dependent on the position offered.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.
Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

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