Regional Account Manager, Medical Stop Loss

• Support and manage the RFP pipeline for the Medical Stop Loss business for both new sales and renewal opportunities, collecting the necessary data required to develop a comprehensive proposal in a timely manner
• Provide administrative sales support and serve as a liaison for sales personnel, customers, producers, and home office contacts
• Partner with the GI Sales Executives, Account Executives, or Account Managers to manage Request for Proposal (RFP) process including monitoring of RFP inboxes, entering data into internal sales systems, ensuring internal partners adhere to RFP timeline, review responses for completion and distribute proposal responses, and interfacing with brokers on behalf of the Regional Sales Director, MSL and GI sales team
• Office management activities including organizing and upkeep of the office, as well as other office duties which include ensuring shared office equipment and supplies are available and in working order
• Serve as a resource for new hires and assist with new hire on-boarding for MSL distribution team
• Participate in team meetings/trainings and serve as a backup for other team members when required
• Document and maintain relevant sales and customer record systems to meet compliance requirements
• Support customer activities including finalist meetings, enrollment, and benefit fair preparation; ordering brochures and giveaways
• Work on special projects throughout the year
• Coordinating Marketing, Sales, and Support service for assigned accounts
• Possessing an understanding of your assigned customers’ requirements and initiating actions that maintain high levels of customer satisfaction
• Proactively partnering with internal contacts to facilitate timely resolution of issues or problems presented by customers and/or brokers
• Presenting products, services, and plan design information to meet customer needs
• Addressing customer questions and concerns regarding any aspect of our product offering.

• 2-3 years of Stop Loss product and/or account management experience
• Strong customer service experience and managing deadlines
• Medical Stop Loss industry, sales administration, broker relations, customer service, RFP pipeline management or equivalent experience
• Knowledge and understanding of customer service and relationship management concepts preferred
• A detail-orientated individual with strong analytic, organization and time management skills
• Excellent communication and presentation skills
• Must be customer focused and resolution oriented
• Ability to manage multiple priorities in a timely manner
• Demonstrated success in servicing multiple small to medium financial/insurance accounts
• Three (3) plus years of relevant experience
• Self-motivated with the ability to work independently and provide timely results
• The ability to develop and grow relationships, while maintaining targeted retention rates
• Proven ability to successfully partner with consultants, brokerage firms and/or third-party administrators
• Excellent written/verbal communication and presentation skills
• Strong organization and time management skills
• Solid knowledge of group insurance products and services preferred
• Active Life and Health Insurance license or obtained within 30 days of hire.

Demonstrates expertise in managing the RFP pipeline for Medical Stop Loss, ensuring compliance and timely proposal development. Strong focus on customer service, relationship management, and effective communication to support sales and account management activities.

• Stop Loss Product Experience
• RFP Pipeline Management
• Customer Service Excellence
• Account Management
• Life and Health Insurance License

• RFP Process Management
• Sales Administration
• Data Entry
• Analytical Skills
• Organizational Skills
• Time Management
• Presentation Skills
• Customer Relationship Management
• Proposal Development
• Group Insurance Knowledge

• Detail-Oriented
• Self-Motivated
• Resolution Oriented
• Strong Communication
• Team Collaboration

• Active Life and Health Insurance License

• Medical Stop Loss
• Broker Relations
• Sales Support
• Customer Satisfaction
• Financial Accounts
• Insurance Industry