Account Manager

Who We Are

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.

Postion Summary

The 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 Partners 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.

Responsibilities

Provide support to our Employee Benefits Broker Partners and Groups

Responsible for servicing Group Benefits accounts following all agency systems and procedures and insurance company regulations.

Providing prompt, accurate and courteous service to our insureds, producers and insurance company representatives.

Responding to customer and insurance company requests in a professional manner and on a timely basis.

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.

Coordinating various Value Added Services provided by TPA/Vendors with customers.

Providing billing and invoicing support to certain customers.

Assisting in training other employees at manager’s request.

Backup other positions as necessary.

Be familiar with and follow agency E&O procedures and guidelines.

Any other projects or duties assigned by management.

Requirements

Bachelor’s Degree

2-5 years’ experience in a consulting, brokerage or insurance company environment

PA Life, Accident & Health Insurance license (or able to acquire within 90 days)

Self-Funded experience strongly preferred

Benefits

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 will not be engaging with external recruitment agencies. We kindly request that agencies refrain from contacting us regarding this position.