Now Hiring - Cooperative of American Physicians, Inc. - Insurance Senior Account Manager in Los Angeles, CA

Full description of the position

Join CAPs knowledgeable and diverse Membership Services department as a Sr. Membership Services Account Manager to perform customer service functions to internal and external customers via telephone and electronic means including, but not limited to, email and Microsoft Teams application.

Essential Duties and Responsibilities:
Provide service to MPT members and groups and, if assigned, CAPAssurance insureds and brokers, to include:

• Retention of members and groups.
• Conduct face-to-face or virtual stewardship meetings with Members and/or their management staff.
• Conduct joint stewardship meetings with key departments such as The CAP Physicians Insurance Agency, Risk Management, Human Resources, and Underwriting.
• Provide and explain financial and claims data and supporting information to members, groups, administrators, and office managers.
• Manage special projects including, but not limited to, the residents program or manage and service high-value MPT accounts.
• Manage CAPAssurance accounts.
• Participate in committees developed for the enhancement and competitive edge for the company.
• Contribute ideas and suggestions that make the company more efficient
• Explain membership and entity coverage, exclusions, and financial obligations.
• Review and approve or decline special applications for coverage or status change requests, such as, termination of membership, disability, out-of-state, coverage limits change, and cosmetic procedures.
• Underwrite and approve or decline coverage requests for certain employees, Other Related Physicians (ORP), and locum tenens.
• Maintain and update members Special Conditions as necessary.
• Timely respond to member inquiries.
• Maintain and update members Special Conditions as necessary.
• Timely update of member or group CAP System records.
• Timely review and evaluate Coverage Update Forms (CUF) with emphasize on material changes reported by members.
• Continuously monitor OnBase workflow queues and inbox, emails, physical inboxes (for US Mail), Microsoft Teams postings and conversations, throughout the workday.
• Identify new business opportunities for CAPAssurance.
• Promote and recommend additional coverage programs, CAP Benefits or the improvement of existing programs.
• Use Salesforce customer relationship management system to manage new membership prospect inquiries from group administrators/office managers or physicians joining existing CAP practices.
• Manage CAP Service Teams to coordinate service and retention of groups.
• Monitor trends in the medical professional liability marketplace, medical professional underwriting and in the healthcare industry.

Miscellaneous

• Delegate work to and assist in the training and direction of Membership Services Coordinators (Triage).
• Recommend refinements or new programs for the CAP computer system.
• Employee education and awareness is an important element in the companys cybersecurity program. Accordingly, as an Account Manager are responsible for being cautious and vigilant when opening emails, attachments, links, etc. on CAPs computer equipment or when accessing the company system remotely. It is also the Account Managers responsibility to complete cybersecurity training modules that are periodically distributed by CAPs IT department.
• Perform other duties as assigned.

Education and/or Experience:

• Bachelors degree
• Five years underwriting, customer relationship management, or service experience in physician medical malpractice liability coverage
• Active agent/broker California Property and Casualty insurance license

Other Skills and Abilities:

• Knowledge of basic medical terminology
• Excellent written and oral communication skills
• Excellent organization and follow-up skills, with attention to detail
• Excellent telephone and computer skills
• Proficient in Microsoft Word, Excel, Outlook, and Teams.
• Ability to travel
• California Drivers License and adequate insurance

To apply, submit cover letter and resume to [please apply online]

Job Type: Full-time

Pay: $90,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 5 years

Schedule:

• Monday to Friday

Travel requirement:

• Travel

Experience:

• Underwriting: 5 years (Required)
• Account management: 2 years (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: Hybrid remote in Los Angeles, CA 90071