Role Description
The A&H Account Manager is responsible for the retention, service, and growth of a designated book of Accident & Health business. This role acts as a liaison between the company, brokers, and clients, ensuring high levels of customer satisfaction while contributing to the achievement of profitability and growth targets. They work closely with Distribution, Underwriting and Operations to help manage renewals and new business opportunities.
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Client & Broker Management:
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Build and maintain strong relationships with key brokers, managing general agents (MGAs), and clients.
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Serve as one of the primary points of contact for day-to-day inquiries regarding coverage, billing, and policy administration.
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Assist in creating/conducting broker presentations and client visits to strengthen partnerships.
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Renewal Retention:
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Assist in managing the end-to-end renewal process for the assigned book of business.
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Work colleagues to analyze account performance (loss ratios, premium history) and help coordinate with Underwriting to negotiate renewal terms, pricing, and conditions.
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Assist in preparing renewal and new business proposals to brokers.
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Business Growth:
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Identify opportunities to upsell or cross-sell additional A&H products (e.g., Business Travel Accident, Personal Accident, Supplemental Health, Stop Loss) to existing clients.
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Assist in the onboarding of new business, ensuring accurate policy issuance and setup.
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Operational Support:
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Ensure all policy documentation, endorsements, and certificates are issued accurately and in a timely manner.
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Collaborate with Claims and Billing departments to resolve escalated client issues.
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Maintain accurate data in Customer Relationship Management (CRM) systems and underwriting systems.
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Market Intelligence:
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Stay informed regarding A&H market trends, competitor products, and regulatory changes to effectively advise clients and internal teams.
Qualifications
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Typically requires 3-5+ years of experience in the insurance industry, specifically within Accident & Health, Employee Benefits, or related lines.
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Bachelorβs degree in Business, Risk Management, Finance, or a related field is often preferred.
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Possession of a valid Life, Accident, and Health insurance license is usually required or expected to be obtained shortly after hiring.
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Strong understanding of A&H products (Special Risk, Travel Accident, Supplemental Health etc.).
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Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
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Excellent verbal and written communication skills.
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Strong negotiation and problem-solving abilities.
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Ability to prioritize multiple tasks in a deadline-driven environment.
Requirements
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The base salary range for this position is $100,000 - $200,000 annually.
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The offered rate of compensation will be based on individual education, experience, qualifications and work location.
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All offers include access to a variety of benefits to employees, including health insurance coverage, an employee wellness program, life and disability insurance, 401k match, retirement savings plan, paid holidays and paid time off (PTO).
Benefits
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Health insurance coverage
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Employee wellness program
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Life and disability insurance
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401k match
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Retirement savings plan
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Paid holidays
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Paid time off (PTO)