Captive Resources, LLC · 10 hours ago
Account Manager
Captive Resources, LLC is seeking an Account Manager to work collaboratively with the Underwriting team and manage the post-sale process. The role involves ensuring timely policy issuance, onboarding new policyholders, and serving as the primary service contact for assigned accounts.
Insurance
Responsibilities
Serve as primary service contact for assigned stop loss book of business (new business and renewal) including claims payment inquiries, premium remittance and collection, and collection of outstanding requirements to ensure timely policy issuance
Conduct onboarding calls to ensure positive initial customer experience
Establish account files through onboarding process, including contact information and claim reimbursement method, and assignment of account managers via our DYS
Manage communication with the TPA and policyholder as needed to ensure appropriate administration of the policy
Review and distribution of materials for transmittal to policyholder
Collaborate with all functional areas within the company including but not limited to Business Development/Sales, Underwriting, Claims, Etc
Special projects as assigned
Qualification
Required
Bachelor's Degree or other related discipline
At least two (2) years of stop loss experience in account management, claims, underwriting, or sales
Group health benefits or related experience
Organizational skills and experience with prioritizing project work and tasks
Excellent communication skills both verbal and written
Proficient in Microsoft Word and Excel
Preferred
Experience with Connexure ELS Office
Company
Captive Resources, LLC
For four decades, Captive Resources has provided mid-market companies the ability to become insurance company owners rather than insurance buyers and to lower their total cost of risk.
Funding
Current Stage
Growth StageTotal Funding
unknown2012-01-01Private Equity
Recent News
2024-05-21
Company data provided by crunchbase