Associate Account Manager/Account Manager

Account Manager

Position Summary:

The Account Manager is responsible for providing prompt, accurate, first in class service to clients, providers, and partner companies. In this role you will assist our benefits consulting team in providing stellar service/administrative support to our book of business.  

Crumdale Partners is using cutting edge technology and techniques to disrupt the insurance marketplace. Our dynamic, entrepreneurial environment will expose you to many different facets of the business. This is an exciting position where no two days are the same.  

Responsibilities and Principal Duties: 

• Provide support to our Employee Benefits Broker Partners and Groups 

• Responsible for servicing Group Benefits accounts following all agency systems and procedures and insurance company regulations. 

• Providing prompt, accurate and courteous service to our insureds, producers and insurance company representatives. 

• Responding to customer and insurance company requests in a professional manner and on a timely basis. 

• Reviewing and delivering renewal business quotations 

• Anticipating broker reactions to renewals and providing support and explanation for our renewals

• Reviewing group performance on a quarterly basis with Crumdale sales representative

• Coordination of on-boarding new accounts – including coordination with all Crumdale vendors

• Understanding of companies we represent and their products. 

• Coordinating various Value Added Services provided by TPA/Vendors with customers. 

• Providing billing and invoicing support to certain customers. 

• Assisting in training other employees at manager’s request. 

• Backup other positions as necessary. 

• Be familiar with and follow agency E&O procedures and guidelines. 

• Any other projects or duties assigned by management. 

Essential Requirements for Education and/or Experience:

• Bachelor’s Degree 

• 2-5 years’ experience in a consulting, brokerage or insurance company environment

• PA Life, Accident & Health Insurance license (or able to acquire within 90 days)

• Self-Funded experience strongly preferred 

Specialized Knowledge/Beneficial Skills and Experience:

• Excellent customer service skills with a high level of customer focus, motivation and follow through

• Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills

• Works equally well autonomously or as part of a team

• Resourceful and inquisitive

• Excellent written and oral communication 

• Proficient in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel)

• Strong analytical skills and the ability to pay attention to details