Senior Membership Services Account Manager
: Job Details :


Senior Membership Services Account Manager

W3Global

Location: Los Angeles,CA, USA

Date: 2024-10-10T03:27:04Z

Job Description:

Los Angeles, CA

Essential Duties And Responsibilities

  • Provide service to MPT members, groups, and ClientAssurance Insureds and brokers.
  • Retention of solo member and group accounts.
  • Conduct virtual stewardship meetings with Members and/or their management staff.
  • Conduct joint stewardship meetings with key departments such as The Client 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.
  • 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.
  • Timely respond to member inquiries.
  • Timely update of member or group Clients System records.
  • Timely review and evaluate Coverage Update Forms (CUF) with emphasis on material changes reported by members.
  • Continuously monitor OnBase workflow queues and inbox, emails, physical inboxes (for US Mail), Microsoft Teams postings, and conversations.
  • Identify new business opportunities for ClientAssurance.
  • Promote and recommend additional coverage programs, Client 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 Client practices.
  • Manage client 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.
  • Delegate work to and assist in the training and direction of Membership Services Coordinators (Triage).
  • Recommend refinements or new programs for the client computer system.
  • Be cautious and vigilant when opening emails, attachments, links, etc. on Client's computer equipment or when accessing the company system remotely.
  • Complete cybersecurity training modules that are periodically distributed by Client's IT department.
  • Perform other duties as assigned.
  • Education And/or Experience

    • Bachelor's 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 Driver's License and adequate insurance.
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