Account Manager

Symphony Risk Solutions; Missouri; On-site; USD 70,000 - 110,000; Full time

Job summary

Symphony Health, part of Symphony Risk Solutions, seeks an Account Manager to oversee client accounts in healthcare insurance. You will support senior leaders, develop and expand client relationships, and ensure prompt, pleasant day-to-day account handling.

The ideal candidate will learn rapidly, stay self-motivated, and work with urgency to deliver high-quality service, while coordinating with carriers and internal teams on submissions and renewals.

Qualifications

• Bachelor’s degree in Insurance, Risk Management, Business or related field preferred.
• 5+ years of commercial insurance, healthcare experience preferred.
• Brokerage/insurance industry or client services experience preferred.
• Knowledge of property & casualty lines; healthcare lines preferred.
• Proficiency with MS Office (Excel, Word, PowerPoint).
• Advanced spreadsheet and formula knowledge; strong mathematical aptitude.
• Strong written and verbal communication skills across all levels.
• Excellent organizational and time-management abilities under pressure.
• Able to learn systems quickly and travel as needed.

Responsibilities

• Coordinate and manage administrative and service functions for assigned accounts.
• Manage Patient Compensation Fund enrollments promptly and accurately.
• Oversee roster management for Professional Liability.
• Assist with onboarding new lines of coverage and carrier communications.
• Gather exposure information, loss runs, and stratifications for submissions.
• Prepare and transmit submission materials to markets as directed by leadership.
• Request and collect quotes from carriers; audit policies and endorsements for accuracy.
• Update policy specs, applications, and summaries throughout the year.
• Bind coverage under direction of leadership and communicate with clients.
• Generate marketing materials and client-facing information; support invoicing and billing.

Skills

Communication skills

Time management

MS Office

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Education

Bachelor’s Degree

P&C Insurance License

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Symphony Risk Solutions seeks the ideal candidate for an Account Manager position within Symphony Health, our specialty business focused on the insurance needs within the healthcare industry. This position will manage Symphony Health client accounts and work in support of Senior leaders. This role requires the candidate to be eager to learn, self-motivated with a strong sense of urgency. Develop, maintain, and expand client relationships through prompt, pleasant and efficient handling of day-to-day account management.

Requirements:

The most qualified candidate will possess the following:

• Bachelor’s Degree in Insurance and Risk Management, Business, or related field preferred
• Minimum of five (5) years of related commercial, underwriting, or risk management experience
• Prior brokerage, insurance industry and/or client services experience strongly preferred
• Knowledge and understanding of property & casualty lines of coverages (experience in healthcare lines of business preferred)
• Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint)
• Advanced working knowledge of spreadsheet applications and formula calculations
• High aptitude for mathematical calculations including multiplication, division, and percentages
• Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients
• Strong organizational and time-management skills with the ability to work within high-pressure time constraints
• Effective critical thinker with the ability to resolve complex client service issues
• Technical aptitude with the ability to learn systems and processes quickly
• Willingness to travel and work outside of normal business hours, as needed

Responsibilities:

Work in conjunction with Senior Principal/Directors/Managing Directors (MD) to manage an assigned book of business, with a focus on the healthcare industry (medical malpractice, general liability, workers compensation, automobile, excess liability, property, captives, risk financing solutions, etc.)

• Responsible for coordination and execution of administrative and service functions for assigned accounts
• Thoroughly and timely manage Patient Compensation Fund enrollments
• Roster management for Professional Liability
• Support the implementation of new lines of coverage by setting up account in agency management system/shared drive, collecting needed documentation, and reviewing on-boarding details with client and carrier
• Gather and compile exposure information, including loss-runs and stratifications
• Responsibility in the preparation of the submission documentation. Must be prepared to receive to transmit to markets, if prompted by Director/MD.
• Request and collect new and renewal quotes from carriers
• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
• Update specifications, applications, and summary information to reflect changes throughout the policy year
• Bind coverage under the direction of the Directors/Managing Directors/Producers
• Generate marketing and informational material for client presentations and meetings
• Create and send compliance communications, as needed
• Assist with the issuance and processing of client invoicing and bill discrepancies. This will also involve working with the Surplus Lines Department, as needed.
• Utilize a curious mindset to research healthcare industry trends and governmental regulations that may impact the client and/or Symphony
• Manage and oversee the Certificate of Insurance and ID card process.
• Support the teams with Image Right filing/Shared Drive, managing open items list, and contract reviews
• Additional tasks, as requested by leadership
• Demonstrated interpersonal communication skills and ability to interact with the "Symphony" at all levels.
• Database Management
• Expand system utilization and development of client facing system tools
• Data analytics for multiple lines of coverage

Education and Experience:

• Current P&C Insurance License.
• 5+ years of Commercial Insurance experience with strong preference given to background in Healthcare.
• Bachelor’s Degree.
• Working knowledge of Microsoft Office applications.

Physical Demands:

While performing the duties of this job the employee is regularly required to sit or stand at a desk. Must be able to physically operate desktop computers, multiple monitors, proprietary software, phones, and common office equipment. Occasional bending, reaching, and light lifting (up to 10 lbs.) is required. The ability to effectively listen, understand, and communicate by telephone and in person is important to fulfilling the essential functions of the job.