Account Manager - Accident & Health

QBE North America; Plano (TX); Hybrid; USD 66,000 - 124,000; Full time

Benefits offered by this job

Hybrid Working

Family leave

401(k) with company match

Well-being program

Tuition reimbursement

Employee Networks

Job summary

QBE North America is hiring for a hybrid, full-time A&H underwriting operations role based in Plano, TX, with responsibilities spanning post-sale service, client liaison, and document accuracy to support underwriting intentions.

Join a collaborative team that partners with Product Management and Underwriters to ensure policy language, compliance, and accurate communication to policyholders while delivering exceptional client service and operational excellence.

Qualifications

• Bachelor's degree or equivalent combination of education and work experience.
• Experience in account management or underwriting support preferred.
• Strong understanding of client service processes and documentation.

Responsibilities

• Provides all-encompassing post-sale customer service support for new business and renewal block of business.
• Supports underwriting team to ensure smooth delivery of client services.
• Responsible for the collection of required items to ensure timely policy issuance and underwriting requirements are met.
• Maintains ongoing account relationships by being the primary contact for claims and premium accounting post issuance, assisting with collection process, and ensuring commissions/applicable fees are accurate.
• Manages new and renewal implementation processes for accounts including scheduling and leading implementation calls.
• Develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of support by meeting or exceeding industry standards.
• Provides assistance with renewals inclusive of producer outreach, helping with renewal calls and the gathering of RFP data.
• Assists Business Development Leaders with meeting scheduling, gathering of marketing data, presentation creation, and reporting assistance as needed.
• Reviews employer plan documents and amendments for alignment with Policy language; lead collaboration efforts to determine rate or policy term impact and evaluate risk to business operations and loss ratio.
• Consults and advises management of trends in employer plan language and data quality of required reporting and final underwriting requirements; monitor policies and ensure changes in rates, terms, medical management and claims are handled with minimal risk to the organization.
• Develops strong underwriting knowledge and assist with final underwriting requirements

Skills

Account Management

Adaptability

Critical Thinking

CRM Software

Customer Service

Customer Value Management

Detail-Oriented

Financial Products

Collaboration

Performance Management

Portfolio Management

Process Improvements

Reporting and Analysis

Risk Management

Stakeholder Management

Education

Bachelor's Degree or equivalent combination of education and work experience

Job description

Primary Details

Time Type: Full timeWorker Type: Employee

The Opportunity

Support Accident & Health (A&H) underwriting business strategy by handling daily operations. Manage account service activities as a primary client contact. Analyze and provide recommendations on policy related documents to ensure underwriting intentions are documented and accurately communicated to the policyholder. Partner with Product Management to ensure legislative requirements and corporate communications translate appropriately onto policy related documents.

• Location: Atlanta, GA; Boston, MA; Marblehead, MA; Plano, TX; or Edina, MN


• Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week


• The salary range for this role is between $66,000-$123,500

Your New Role

• Provides all-encompassing post sale customer service support for assigned new business and renewal block of business.


• Supports a dedicated team of Underwriters and Business Development Leaders to ensure smooth delivery of client services


• Responsible for the collection of required items to ensure timely policy issuance and underwriting requirements are met. Validates document terminology fits contractual needs to protects QBE against risk and requests any additional documentation, if necessary


• Maintains ongoing account relationships by being the primary contact for claims and premium accounting post issuance, assisting with collection process, and ensuring commissions/applicable fee’s are accurate. Strong attention to detail to identify and remediate all said issues.


• Manages new and renewal implementation processes for accounts including scheduling and leading implementation calls. Ability to provide strategic guidance as a follow up to these calls.


• Develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of support by meeting or exceeding industry standards


• Provides assistance with renewals inclusive of producer outreach, helping with renewal calls and the gathering of RFP data. Inclusive on Producer outreach calls in conjunction with Business Development Leaders.


• Assists Business Development Leaders with meeting scheduling, gathering of marketing data, presentation creation, and reporting assistance as needed.


• Reviews employer plan documents and amendments for alignment with Policy language; lead collaboration efforts to determine rate or policy term impact and evaluate risk to business operations and loss ratio.


• Consults and advises management of trends in employer plan language and data quality of required reporting and final underwriting requirements; monitor policies and ensure changes in rates, terms, medical management and claims are handled with minimal risk to the organization


• Develops strong underwriting knowledge and assist with final underwriting requirements

Preferred Qualifications

• Bachelor's Degree or equivalent combination of education and work experience.

Preferred Competencies

• Strong customer focus with ability to develop strong customer relationships


• Ability to communicate in a clear, well-organized, professional manner both written and verbal


• Effective organizational skills; manage and prioritize competing responsibilities concurrently and effectively


• Proven critical thinker to resolve problems


• Capable of working in a faced paced environment


• Work independently with little supervision or direction


• Collaborate with internal and external customers


• Manage and prioritize competing responsibilities concurrently and effectively

Compensation Package

The salary range for this role is provided above. This is the national range for location(s) listed. The salary offer will be decided based on the role's complexity, its location, and the candidate’s professional background, including their education and experience. Beyond the base salary, regular full-time and part-time employees will also be eligible for QBE’s annual discretionary bonus plan based on business and individual performance. We encourage all candidates to apply, even if their salary expectations fall outside of this range, as we are committed to finding the right fit for our team.

QBE Benefits

We offer a range of benefits to help provide holistic support for your work life, whatever your circumstances. As a QBE employee you will have access to:

• Hybrid Working – a mix of working from home and in the office


• 22 weeks of paid leave for family growth, with 12 weeks available to all parents on a gender-equal basis


• Competitive 401(k) program with company match up to 8%


• Well-being program including holistic wellbeing coaching, gym membership, confidential counselling, financial and legal advice


• Tuition Reimbursement for professional certifications, and continuing education


• Employee Network and Community – QBE actively supports six Employee Networks, and many ways to give back to your community

Why QBE? What if you could have a positive impact – at work and in the world?

At QBE, we’re enabling a more resilient future – for our customers, communities, environment, and for our people. We’re building momentum to achieve something significant and know our people are at the center of our success.

Our industry offers interesting and varied careers where you can help people to protect what matters most. As part of the QBE team, you’ll get to spend every day working with people who are passionate, talented and kind. And our international scale means we’re big enough for your ambitions, yet small enough for you to make a real impact.

Join us now, so you can be part of our success – and we can be part of yours!

https://www.linkedin.com/company/qbe-north-america/

QBE is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with QBE, please inform our Talent Acquisition team to let us know the nature of your accommodation request and your contact information.

Equal Employment Opportunity

QBE provides equal employment opportunities to applicants and employees without regard to race; color; gender; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; protected veteran status; or disability or any other legally protected status.

QBE is an equal opportunity employer and is required to comply with equal employment opportunity legislation in each jurisdiction it operates.

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis without the need for current or future sponsorship.

Supplementary information

Skills: Account Management, Adaptability, Critical Thinking, Customer Relationship Management (CRM) Software, Customer Service, Customer Value Management, Detail-Oriented, Financial Products, Intentional collaboration, Managing performance, Portfolio Management, Process Improvements, Reporting and Analysis, Risk Management, Stakeholder Management