Group Benefits Account Manager (500–4,999 Lives)

The Standard; Portland (OR); On-site; USD 76,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Annual incentive plan

Generous PTO and holidays

Parental leave and surrogacy support

Job summary

The Standard seeks a seasoned Group Insurance Account Manager to serve as the primary liaison for key policyholders and producers. You’ll conduct on-site visits, negotiate terms, and guide renewal actions to optimize client satisfaction and contract performance.

Role requires travel within the territory and close collaboration with home-office teams and sales partners to implement plan improvements and ensure exceptional service. A Bachelor’s degree and 5+ years in group insurance are essential.

Qualifications

• Bachelor's degree in a relevant field.
• 5+ years of experience in group insurance account management (2500+ lives).
• Life and Disability insurance license for all states within the assigned territory.
• Personal automobile with adequate insurance and a safe driving record.
• Willingness to travel within territory for client and broker meetings.

Responsibilities

• Develop and manage effective primary relationships with key policyholders and producers through frequent on-site visits, negotiation, responsive communication and meeting customer expectations.
• Work with clients to understand their concerns and needs and act as liaison between home office departments and 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 review the adequacy of the contract to recommend coverage or changes and manage amendments.
• Monitor renewal activity with the sales rep and underwriter, preparing to present renewals with a customized strategy to retain the account.
• 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.
• Coordinate submission and presentation of proposals to broker/policyholder.
• Lead submission, setup and installation of assigned new groups with policyholder, producer and home office.

Skills

Relationship management

Negotiation

Travel readiness

Communication skills

Education

Bachelor's Degree

Job description

The Standard seeks a seasoned Group Insurance Account Manager to serve as the primary liaison for key policyholders and producers. You’ll conduct on-site visits, negotiate terms, and guide renewal actions to optimize client satisfaction and contract performance.

Role requires travel within the territory and close collaboration with home-office teams and sales partners to implement plan improvements and ensure exceptional service. A Bachelor’s degree and 5+ years in group insurance are essential.