Ancillary Account Executive, Life and Disability - Central US Region

Symetra Financial Corporation; Idaho; Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

401k

Paid Time Away

Company Matching

Remote work option

Job summary

Symetra Financial Corporation seeks an Ancillary Account Executive to support external sales for Life, Disability and Absence Management lines. The role focuses on direct client service for major accounts and collaboration with the Regional Sales Executive to meet product line expectations.

The ideal candidate has 5–7 years in life/ disability account management, a college degree, and strong presentation skills.

Qualifications

• 5-7 years in Life and Disability account management for large accounts
• Ability to communicate contract provisions to customers
• Proficient with MS Word/Excel/PowerPoint/Outlook
• Licensed Life and Health Insurance would be a plus
• Strong presentation and interpersonal skills

Responsibilities

• Maintain direct client service support on high-profile accounts
• Prepare enrollment materials and present on-site
• Coordinate materials for benefit fairs and trade shows
• Schedule face-to-face visits to discuss plan experience and cross-sell
• Manage renewal processes and achieve persistency targets
• Collaborate with Regional Sales Executive on finalist presentations
• Maintain on-site contact with employers for installation issues
• Communicate with policyholders, brokers, agents, and vendors

Skills

Account Management

Attention to Detail

Business Development

Customer Service

Verbal Communication

Education

College Degree or related work experience

Tools

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

You may have seen in the media that job posting scams are on the rise. Symetra is committed to creating a positive candidate experience without putting you at risk. As such, applications for our open job postings are only collected through our secure career site and we are transparent about our. We also do not send funds to candidates or request funds from candidates, via check or otherwise. To check the status of your application, log into your candidate profile. If you would like to report suspicious recruiting activity or potential fraud please .- Relevant skills and experience will be listed so you know why those jobs are a match## Job DescriptionSymetra has an exciting opportunity to join our Workforce Benefits team as an **Ancillary Account Executive!****About the role**The Ancillary Account Executive will supplement the external sales efforts of the Regional Sales Executive in the Life, Disability and Absence Management product lines. This role's primary responsibility is direct interaction, servicing major accounts or key producers' blocks of business on a day-to-day basis, and assisting the Regional Sales Executive, when needed, to meet product line expectations of increased ancillary lines sales. The position involves having a solid understanding and involvement with the external marketplace and leveraging it to add significant value to the business. The ideal candidate will be located in the Central US region and expected to travel approximately 30%.**What you will do*** Maintain levels of direct client service support on high profile accounts and blocks of business for key producers* Prepare materials for Enrollment Meetings and present on-site* Participate and coordinate materials for benefit fair and trade show events* Schedule and attend regular face-to-face proactive service visits to discuss plan experience, identify cross selling opportunities* Maintain reference list* Achieve renewal persistency targets; manage renewal process (e.g. census request, work with underwriting, delivery of renewal)* Collaborate with Regional Sales Executive to present at finalist presentations.* Maintain direct contact with the employer on all installation issues including on-site involvement, if necessary* External contact with Policyholders, Brokers, Agents, and life and disability partner vendors**Why work at Symetra**\"*We're big enough to make an impact on the country, but small enough to care and know who you are and what you're contributing to the organization. All new ideas are welcome!*\" Stephanie F., VP Customer Service & Operations*\"If you're looking for a place to call home, grow professionally and personally and most importantly, be yourself, Symetra is the right fit*.\" - Daniel P., Senior Underwriter**What we offer you**We don't take a \"one-size-fits-all\" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.* Flexible full-time or hybrid telecommuting arrangements* Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%* Paid time away including vacation and sick time, flex days and ten paid holidays* Give back to your community and double your impact through our company matching**Compensation****Base salary:** $90,000 annually plus eligibility for Incentive Compensation**Who you are*** 5-7 years in Life and Disability account management working with accounts of more than 500 employees* College Degree or related work experience* Life and Health Insurance License* Sales Aptitude and ability to communicate contract provisions to customers* Excellent verbal presentation and interpersonal skills; ability to manage communication between customer, Life Sales reps and underwriters* Proficient with Windows (to include MS Word, MS Excel, MS PowerPoint and MS Outlook)* Excellent time management skills* Strong customer services skills* Ability to make independent decisions* Ability to speak to eligibility feeds* Understanding of statutory disability plans* Proficiency working on experience rated renewals* Ability to travel 30-50%**We empower inclusion**At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute.Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.**Creating a world where more people have access to financial freedom**Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products-and operate our company-to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.For more information about our careers visit:**Work Authorization**Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.**Please review Symetra's Remote Network Minimum Requirements:**As a remote-first organization with a cameras-on culture, reliable internet connectivity is important to how we connect, collaborate, and serve our customers. To support a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:* Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of \"broadband.\"* Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.* Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.When applying to jobs at Symetra you'll be asked to and confirm that your internet connection meets or exceeds Symetra's standard as outlined above.**Identity Verification**Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity.Failure to comply with verification procedures may result in:* Disqualification from the recruitment process* Withdrawal of a job offer* Termination of employment and other criminal and/or civil remedies, if fraud is discovered### Popular Skills of Previous Hires* Account Management* Attention to Detail* Business Development### Years of Experience of previous hires<2 - 0%0.000002-4 - 0%0.000004-8 - 13%1.000008+ - 88%7.00000Manager Claims Client Liaison - RemoteUSABEN BenefitsRemoteBenefits Specialist, Workforce Benefits Account Management - West RegionUSABEN BenefitsWorkforce Benefits Sales Intern - Spring 2027 - RemoteUSABEN BenefitsRemote## Perks and Benefits### Paid Time Away### Benefits### 401k### Remote WorkAlmost all our jobs have the option to work from home### Company MatchingGive back to your community and double your impact