Account Manager

Job Description

Job Description

Join Our Team as an Employee Benefits Account Manager at Amwins Self-Funded!

Are you ready to take on a dynamic role where you proactively manage relationships and play a key part in our organization's success? We are seeking an Employee Benefits Account Manager to join our team in Scottsdale, AZ. This is an in-office position that offers the flexibility to work from home up to 2 days a week after completion of training.

Why Choose Amwins?

At Amwins, we value our team members and offer a range of benefits to enhance your work experience:

• Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, education-focused work environment.
• Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.

Learn more about us at amwins.com/benefits.

As an Account Manager, you will be a pivotal point of contact for our clients and will work closely with Sales and Account Executives to implement and service Stop Loss policies. You will play a key role in supporting broker and client partners, ensuring seamless communication, compliance, and delivery of our white glove service.

Responsibilities:

• Strategic Collaboration: Partner with Sales and Account Executives to develop and implement strategies for new and renewal accounts. Collaborate with internal departments to ensure all services align with the organization's value proposition and drive alignment with strategic goals.
• Client Services: Collaborate effectively with brokers, clients, administrators, and carriers to support best-in-class Stop Loss pricing, Account Management, Claims Administration, and Premium Services. Provide daily client services including processing policies, endorsements, invoicing, and certificates of insurance. Manage client payment processes by partnering with the premiums department to ensure timely premium receipt and disbursement, investigating variances, and auditing program invoicing.
• Claims Coordination: Act as a liaison between the field team, broker, client, claims analysts, and carrier to facilitate prompt claim reimbursement. Partner with the Claims team to ensure all eligibility documents are received and audited, and monitor missing claims and year-end reporting to ensure claims are paid within the contract periods.
• Communication Liaison: Serve as the main point of contact between internal departments and external partners, ensuring effective communication, clarity, and support throughout the client lifecycle.
• Compliance Management: Manage compliance and adherence for each account, ensuring strict PHI and HIPAA Privacy guidelines are followed. Process confidentiality agreements, business associate agreements, and distribute Schedule A's to brokers and clients upon request.
• File Maintenance & Document Management: Responsible for electronic file set-up and maintenance, including ongoing filing and documentation of client meetings, issues, and decisions. Review and track policy and plan documents by client and policy year. Monitor client status from point of sale through implementation to final policy receipt and delivery.
• Relationship Development: Build and maintain strong relationships with Sales and Account Executives to support cohesive strategies within the local market. Cultivate external relationships via email, telephone, and networking opportunities to strengthen business partnerships.
• Workload Prioritization: Plan, prioritize, and complete day-to-day workload, balancing new business, renewals, and service responsibilities.
• Confidentiality & Integrity: Ensure the confidentiality, integrity, and availability of protected health information at all times.
• Analytical Thinking: Apply analytical thinking and problem-solving skills to address client and policy needs effectively.
• Teamwork: Collaborate effectively with cross-functional teams to achieve common objectives.
• Attention to Detail & Organization: Demonstrate meticulous attention to detail and strong organizational skills to maintain accurate records and deliver high-quality service.

Qualifications:

• Work Experience: 3+ years in Group Benefits and at least 1+ years in Account Management strongly preferred. Experience in employee benefits, account management, project management, human resources, or concierge services desired.
• Education: Bachelor's degree or strongly preferred
• License: Arizona Life & Health Insurance License preferred
• Skills: Strong business acumen, teamwork, written/verbal communication, organizational, and time management skills
• Attributes: Sense of urgency, attention to detail, and a desire to learn are necessities
• Technical Proficiency: Proficient in Microsoft Office programs (Word, Excel, Outlook, etc.)

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The Amwins Advantage: Benefits & Perks

• Medical, Dental, Vision available your first day of employment
• Choice of medical plans through Blue Cross Blue Shield; Kaiser available for CA employees
• Mental health support including:
• Virtual therapy
• Digital coaching
• 24/7 EAP counseling
• Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
• Health Savings Account with company contributions 
• Health Care FSA, Dependent Care FSA, and Commuter Benefits
• Parental Leave and Adoption Assistance
• Voluntary coverage options:
• Life Insurance
• Critical Illness
• Accident
• Identity Theft Protection
• Retiree medical benefits available for Medicare-eligible retirees
• 401(k) with company match
• Generous Paid Time Off and Company Holiday Schedule
• Collaborative, continuing education focused work environment
• Career advancement opportunities