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W3Global

Senior Membership Services Account Manager

W3Global, Los Angeles, California, United States, 90079


Los Angeles, CAEssential Duties And ResponsibilitiesProvide 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 ExperienceBachelor'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 AbilitiesKnowledge 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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