BenefitMall - Account Coordinator, Self-Funded Insurance (Hybrid)

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:  English (Required)

Work Shift:

1st Shift (United States of America)

Please review the following job description:

While candidates are preferred to be located in the Phoenix, AZ area, remote will be considered for the right candidate.
Responsible for providing support to the Account Management team in assisting in the renewal process and ensuring a smooth and efficient RFP process. Provide accurate and timely sold case documentation to all internal departments.
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.
At BenefitMall, an industry leading provider of benefits services, we believe that it takes great employees to build a resilient organization. Our culture is based on corporate values that focus on inclusion, trust, collaboration, and innovation to help us build a bright future. As a result of listening to our employees, BenefitMall has earned a Top Workplaces USA award three years in a row based solely on employee feedback and insight! If you want to work for a company where employees are valued and growth is encouraged, BenefitMall could be the place.

KEY RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Represent Company services in a positive and professional manner to ensure continued sales and Company growth by developing positive business relationships with agents/brokers and Administrators.
• Stay updated on industry regulations, product knowledge, and market trends in stop loss insurance and risk management.
• Develop a good understanding of Carrier contracts and nuances.
• Work in tandem with Account Managers to effectively assist agents/brokers or Administrators in placing their business with BenefitMall Self-Funded Division.
• Request renewal data from Broker and/or Administrator including reviewing data for accuracy and completeness.
• Communicate timely with Broker or Administrator for any additional information required to complete RFP.
• Accurately and effectively prepare broker or Administrator requests for proposal.
• Assist Account Manager in accurate and timely preparation of RFP spreadsheet for proposal presentations of all marketed cases/renewals.
• Accurately and timely complete Salesforce sold case information.
• Coordinate all sold case documents for signature, including proposal, application, policy, etc.
• Obtain all final information, plan document, reporting, etc. for policy issuance.
• Collaborate with internal departments, such as sales, claims, and finance teams to ensure timely and accurate completion of tasks.
• Occasionally meet on-site/off-site with Brokers or Administrators in coordination with the Account Management team.
• Provide excellent customer service by responding to inquiries, resolving issues, and maintaining internal and external relationships.
• Actively participate in team meetings, providing input to contribute to the team’s overall success in achieving company sales goals.
• Develop and maintain good working relationships.
• Determine when issues need to be escalated to a higher level.

EDUCATION AND EXPERIENCE
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• GED, High school degree (required)
• 2 years of related experience in the stop loss insurance and risk management industry (required)
• TPA experience (preferred)
• Proficiency in CRM systems (preferred)

CERTIFICATIONS, LICENSES, REGISTRATIONS

• None

FUNCTIONAL SKILLS

• Strong understanding of stop loss insurance, risk management principles, and industry terminology.
• Strong knowledge of Microsoft Office, specifically Word, Excel, and Outlook Exchange; proficient with various web browsers.
• Understanding of Insurance products preferably attained through working in an insurance marketing program.
• Excellent written and verbal communication skills.
• Communicate with all levels of internal and external personnel, both verbally and in writing.
• Read, comprehend, and interpret carrier requirements, underwriting procedures, and policies.
• Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.
• Manage multiple responsibilities simultaneously.
• • Attention to detail and high level of accuracy.

General Description of Available Benefits for Eligible Employees of TIH Insurance: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of TIH Insurance offering the position. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. Depending on the position and division, this job may also be eligible for restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

CRC 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 is a Drug Free Workplace.

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