Regional Account Manager, Medical Stop Loss – Distribution

This is a fully remote position, open to applicants in Alabama, +41 more locations.

📋 Description

• Oversee and manage the Medical Stop Loss RFP pipeline for both new sales and renewal opportunities.

• Gather necessary data to create thorough proposals in a timely manner.

• Provide administrative support for sales and act as a liaison with sales personnel, customers, producers, and home office contacts.

• Collaborate with sales executives, account executives, and account managers to navigate the RFP process.

• Monitor RFP inboxes, input data into internal sales systems, track timelines, review responses, disseminate proposals, and interact with brokers.

• Organize and maintain the office environment, ensuring that shared equipment and supplies are functional and available.

• Act as a resource for new employees and assist with their onboarding process.

• Engage in team meetings and training sessions, providing backup support for team members as needed.

• Document and maintain sales and customer record systems to ensure compliance.

• Assist with finalist meetings, enrollment, and benefit fair preparations, including ordering brochures and promotional items.

• Contribute to special projects throughout the year.

• Coordinate marketing, sales, and support services for designated accounts.

• Comprehend customer requirements and take actions that enhance customer satisfaction.

• Collaborate with internal contacts to address customer and broker issues effectively.

• Present information regarding products, services, and plan design.

• Respond to customer inquiries and concerns regarding product offerings.

⛳️ Requirements

• 2-3 years of experience in Stop Loss product and/or account management.

• Strong background in customer service and managing deadlines effectively.

• Experience in the Medical Stop Loss industry, sales administration, broker relations, customer service, RFP pipeline management, or equivalent roles.

• Preferred knowledge and understanding of customer service and relationship management principles.

• Detail-oriented with robust analytical, organizational, and time management skills.

• Exceptional communication and presentation abilities.

• Customer-focused with a resolution-oriented mindset.

• Capability to manage multiple priorities efficiently.

• Proven success in servicing multiple small to medium financial/insurance accounts.

• A minimum of three (3) years of relevant experience.

• Self-driven with the ability to work independently and deliver timely results.

• Proficient in developing and nurturing relationships while achieving targeted retention rates.

• Demonstrated ability to successfully partner with consultants, brokerage firms, and/or third-party administrators.

• Outstanding written and verbal communication and presentation skills.

• Strong organizational and time management capabilities.

• Solid understanding of group insurance products and services is preferred.

• An active Life and Health Insurance license or the ability to obtain one within 30 days of hire.

🏝️ Benefits

• Competitive base salaries in the market.

• Annual bonus potential at every level.

• Comprehensive medical, dental, vision, life, and disability insurance.

• Paid Time Off (PTO).

• Parental and military leave options.

• 401(k) plan with company matching up to 4%.

• Company-funded pension plan.

• Wellness Programs offering up to $1,600 annually for reimbursement of items that support personal wellbeing needs.

• Work/Life Resources to assist with parenting, housing, senior care, finances, pets, legal issues, education, emotional and mental health, and career development.

• Educational benefits for approved traditional college degrees and accredited certificate programs.

• Employee Stock Purchase Plan allowing shares to be purchased at 85% of the lower of two prices.

• Discretionary annual incentive program.