Account Manager - Marlborough
1 month ago

Schedule and conduct onboarding calls when necessary to ensure a positive initial customer experience
Establish account files through onboarding process including contact information EOR and claim reimbursement method updating Group Captive Division database initiating reporting with TPAs setting up commissions assignment of account manager in David Young System +
Primary service contact for assigned stop loss book of business including claims payment inquiries premium remittance collection establishing reviewing commissions sub-producer fees collection of outstanding requirements ensuring timely policy issuance Identify resolve any issues resulting from these areas Review overdue premium reporting monthly pursuing any overdue premiums working Premium Collection team to ensure all shortfalls or overpayments resolved satisfactorily When necessary prepare reconciliations resolving discrepancies in premium payments Upon request prepare Schedule A – Form 5500 requests information Review commission payment summaries monthly accuracy taking remediation timely basis incorrect payments minimized Manage communication broker TPA policyholder appropriate administration policy +
Develop relationships day day key contacts broker TPA vendors providing home office support Business Development Regional Sales teams accordingly ensuring customer needs met Effectively team functional areas within company but not limited Business Development Sales Underwriting Claims Policy Issuance teams Manage incoming voice mail email acceptable service delivery timeframes Special projects assigned
Job description
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