Group Benefits Account Manager – 500-4,999 Lives

The Standard; East Windsor Hill (CT); On-site; USD 76,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Annual incentive bonus

Generous PTO & holidays

Job summary

The Standard in the United States is seeking an experienced Account Manager to serve as the primary contact for key policyholders and producers. You will build strong relationships through on-site visits, proactive communication, and skilled negotiation, supporting large accounts (500–4999 lives) and driving renewal strategies.

You will collaborate with sales and underwriting to optimize profitability and retention, promote additional coverages, and lead enrollment activities.

Qualifications

• Bachelor's degree required.
• 5+ years in group insurance account management (2500+ lives).
• Life and Disability insurance license for all states within the office’s assigned territory.
• Personal automobile available for business use with adequate insurance and a safe driving record.
• Ability to travel within territory for face-to-face client and broker meetings when requested.

Responsibilities

• Develop and manage effective primary relationships with key policyholders and producers through frequent on-site visits, professional negotiation, responsive communication, problem resolution and meeting customer expectations.
• Work with clients to understand their concerns and needs and act as liaison between home office departments and the customers to initiate plan improvements and resolve administrative inconsistencies.
• Prior to each renewal, organize a face-to-face visit with key identified clients to present an analysis of claims experience and/or review the adequacy of the contract to recommend coverage or contractual changes to appropriately affect their experience and/or rates. When changes are requested, manage the amendment process for assigned accounts.
• In partnership with the assigned sales rep and underwriter, monitor renewal activity and prepare to present renewals with a customized strategy to retain the account. In preparation, gather underwriting data, review claims experience, review the recommended renewal action and prepare a summary justifying the renewal and recommending changes if appropriate.
• Incorporate information gathered from the pre-renewal visit with the policyholder or broker. Negotiate rates, contract provisions and administrative issues with Regional or National Accounts.
• Identify and promote the sale of additional lines of coverage or plan improvements on assigned block of business whenever possible.
• Request and review inforce proposal requests, providing all appropriate information to Regional or National Accounts, and present or assist in the presentation of the proposal to the broker and/or policyholder.
• Be actively involved with the sales rep and/or National Accounts Consultant in the acquisition, submission and implementation of National Accounts cases and Regional Accounts cases over 500 lives.
• Lead and coordinate the submission, set up and installation of assigned new groups with the policyholder, producer and home office. Provide similar support to new administrators at assigned in-force accounts.
• Facilitate the enrollment process, which may involve preparation of enrollment materials, conducting enrollment meetings or being present at benefit fairs.

Skills

Relationship building with clients

Negotiation

Communication skills

Travel-friendly

Education

Bachelor's Degree

Job description

The Standard in the United States is seeking an experienced Account Manager to serve as the primary contact for key policyholders and producers. You will build strong relationships through on-site visits, proactive communication, and skilled negotiation, supporting large accounts (500–4999 lives) and driving renewal strategies.

You will collaborate with sales and underwriting to optimize profitability and retention, promote additional coverages, and lead enrollment activities.