Associate Account Manager

About Crumdale Specialty:

Crumdale Specialty is a diversified insurance firm providing custom, self-funded healthcare solutions to a limited distribution network of brokers, consultants, and agents nationwide. Ranked on the Inc. 5000 Fastest Growing Companies and Best Workplaces, we leverage industry expertise, superior talent, data analytics, and a disruptive mindset to manufacture, underwrite, and administer agile, transparent, and cost-saving solutions. We optimize the fragmented health benefits supply chain to reduce health benefit costs and create better outcomes for employers and employees.

At Crumdale, people come first. We strive to make a positive impact on the people we serve. We believe this starts with the passion and purpose of our team. Our company culture is rooted in alignment, innovation, and integrity.

About the Job:

The Associate Account Manager is responsible for providing prompt, accurate, first in class service to clients, providers, and partner companies. In this role you will assist our benefits consulting team in providing stellar service/administrative support to our book of business. 

Crumdale Specialty is using cutting edge technology and techniques to disrupt the insurance marketplace. Our dynamic, entrepreneurial environment will expose you to many different facets of the business. This is an exciting position where no two days are the same. 

Duties & Responsibilities:

• Provide outstanding customer service to our clients and broker partners
• Responsible for servicing Group Benefits accounts following all agency systems and procedures and insurance company regulations
• Responding to customer and insurance company requests in a professional manner and on a timely basis.
• Managing a limited book of business as “first chair” account management representative which includes the following responsibilities:
• Reviewing and delivering renewal business quotations
• Anticipating broker reactions to renewals and providing support and explanation for our renewals
• Reviewing group performance on a quarterly basis with Crumdale sales representative
• Coordination of on-boarding new accounts – including coordination with all Crumdale vendors
• Understanding of companies we represent and their products
• Oversee, facilitate, and execute implementation documents with Account Management team
• Develop and review SPD’s and agreements/contracts for accuracy
• Electronic filing, file set up, file maintenance in CRM and electronic file structure
• Backup other positions as necessary
• Be familiar with and follow agency E&O procedures and guidelines
• Any other projects or duties assigned by management

Qualifications/Skills:

• Excellent customer service skills with a high level of customer focus, motivation and follow through
• Ability to work in a fast-paced environment with excellent prioritization, project management, problem solving and time management skills
• Works equally well autonomously or as part of a team
• Resourceful and inquisitive
• Excellent written and oral communication
• Strong analytical skills and the ability to pay attention to details

Education and/or Experience:

• Bachelor’s Degree
• 2 years’ experience in a consulting, brokerage or insurance company environment
• Proficient with Microsoft Word, Excel, Power Point, Outlook and Adobe
• PA Life, Accident & Health Insurance license (or able to acquire within 90 days)
• Self-Funded experience preferred, but not mandatory

At Crumdale, we strive to provide a comprehensive and supportive benefits package to ensure the well-being of our employees. Our benefits include:

• Medical
• Telemedicine
• Dental
• Vision
• Life, AD&D, Disability
• 401(k)
• Flexible Time-off

Please note: Crumdale Specialty is not engaging with external recruitment agencies; please refrain from contacting us regarding this position.