Account Management Associate, C&F Stop Loss

Jobtailor; Phoenix (AZ); On-site; USD 42,000 - 56,000; Full time

Job summary

Jobtailor in Phoenix is seeking a detail-oriented Insurance Admin to support case implementation, RFP data population, and policy compliance. You will collaborate with Account Managers and Sales to ensure timely gathering of items and setup, while maintaining excellent communication with external producers.

The role requires strong MS Office skills, 2–3 years of data entry experience, and the ability to learn new programs in a collaborative, fast-paced environment.

Qualifications

• 2-3 years data entry and data management experience preferred.
• ESL experience a plus
• College degree preferred
• Strong working knowledge of Microsoft Office suite
• Aptitude to learn new programs
• Candidate must be in the greater Phoenix metro area
• Ability to coordinate with external producers, Account Managers, Sales, and other departments

Responsibilities

• Assist with implementation of new and renewal sold cases
• Work with Account Management to ensure all items needed to implement a case are received timely
• Ensure policy documents are compliant and provide policy-level support
• Coordinate with Account Managers and Sales to ensure proper setup and contact management
• Aid in completing producer RFIs and coordinate with other departments
• Develop in-depth knowledge of department products and services and articulate the department's value proposition
• Communicate with external producers to obtain missing RFP elements
• Create shells in the underwriting system and populate RFP data
• Participate in training, initiatives, and projects as required
• Perform other duties as assigned

Skills

Data Entry

Data Management

Policy Compliance

RFP Data Population

Underwriting System Knowledge

Microsoft Office Suite

Coordination

Aptitude to learn new programs

Communication

Collaboration

Adaptability

Education

College Degree Preferred

Tools

Microsoft Office Suite

Underwriting System

Job description

• Assist with implementation of new and renewal sold cases
• Work with Account Management to ensure all items needed to implement a case are received timely
• Ensure policy documents are compliant and provide policy-level support
• Coordinate with Account Managers and Sales to ensure proper setup and contact management
• Aid in completing producer RFIs and coordinate with other departments
• Develop in-depth knowledge of department products and services and articulate the department's value proposition
• Communicate with external producers to obtain missing RFP elements
• Create shells in the underwriting system and populate RFP data
• Participate in training, initiatives, and projects as required
• Perform other duties as assigned

Requirements

• 2-3 years data entry and data management experience preferred
• ESL experience a plus
• College degree preferred
• Strong working knowledge of Microsoft Office suite
• Aptitude to learn new programs
• Candidate must be in the greater Phoenix metro area
• Ability to coordinate with external producers, Account Managers, Sales, and other departments

Core Competencies

Demonstrates strong data entry and management skills, with a solid understanding of policy compliance and the ability to coordinate effectively with Account Managers and external producers. Proficient in Microsoft Office and capable of learning new programs to support departmental initiatives.

Highest-signal resume keywords

• Data Entry Experience
• Data Management Experience
• Microsoft Office Suite Proficiency
• Coordination With External Producers
• Policy Compliance Knowledge

Hard Skills

• Data Entry
• Data Management
• Policy Compliance
• RFP Data Population
• Underwriting System Knowledge

Soft Skills

• Communication
• Coordination
• Collaboration
• Adaptability

Certifications & Qualifications

• College Degree Preferred

Industry Keywords

• Account Management
• Producer RFI
• Sales Coordination
• Department Products Knowledge
• Value Proposition Articulation