Director of Account Management
Indexed description
The Company is an equal employment opportunity employer.
Responsibilities
We’re looking for a dynamic leader to oversee our Account Management team and drive the full stop‑loss lifecycle for our Group Captive Programs. As our Director of Client Services, you’ll lead a high performing team, streamline workflows, and partner closely with brokers, TPAs, and internal stakeholders to ensure exceptional service and operational excellence. You'll be a key partner leading change management and innovation efforts to help the organization scale as a result of tremendous growth and success.
This role will be based in our Hamilton Square, NJ or Harleysville, PA office. We offer a hybrid work schedule with 4 days in the office; and 1 day remote where it makes sense to do so.
What You Can Expect
- Culture of innovation, teamwork, supportive colleagues and leaders willing to invest in talent
- Internal mobility opportunities
- Visibility to senior leaders and partnership with cross functional teams
- Opportunity to impact change
- Benefits – competitive compensation, paid time off, comprehensive wellness benefits and programs, employer funded health savings account, generous profit sharing, 401k, paid parental leave, employee stock purchase plan, tuition assistance and professional continuing education
- Lead & Develop the Team: Manage training, performance reviews, goal setting, and daily oversight for the Account Management team.
- Oversee Stop‑Loss Operations: Monitor post‑sale processes including onboarding, policy issuance, premium and commission workflows, and timely collection of requirements.
- Ensure Service Excellence: Guide team workflow, resolve escalated client or broker issues, and ensure high-quality, timely deliverables across all captive relationships.
- Manage Key Relationships: Build strong partnerships with brokers, policyholders, TPAs, and internal teams—including underwriting, finance, claims, and compliance.
- Drive Operational Accuracy: Review commissions for accuracy, validate overrides, track incoming requests, coordinate PD assessments with Phia, and ensure proper processing.
- Allocate Workload: Assign accounts, provide backup support, and ensure business continuity.
- Support Growth: Collaborate with sales and business development to meet client expectations and support division strategy.
- Lead Special Projects: Tackle cross-functional initiatives that improve processes, efficiency, or client outcomes.
- Bachelors degree or equivalent work experience
- Experience in Stop Loss insurance or Self Funding
- Strong understanding of insurance products, operations, and compliance
- 3 to 5+ years of experience leading teams
- Success delivering complex client service
- Excellent communication, organization, and follow‑through
- Strength in process improvement, problem‑solving, and accountability
- Proficiency in Microsoft Office; comfort learning new systems
- Ability to travel (10%)
- Calm under pressure
- Experience challenging status quo while working collaboratively with colleagues at all levels of the organization
- Natural curiosity- love of learning how things work and seeking innovative improvements
Benefits
The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include:
- Base Salary Range: $110,000 to 125,000
- Eligible to participate in annual discretionary bonus.
- Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and generous Profit-Sharing plans.
Sponsorship Details
Sponsorship not Offered for this Role
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