Group Benefits Account Manager — Key Policyholders

The Standard; Clayton (NC); On-site; USD 76,000 - 130,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan with company matching

Bonus plan

Job summary

The Standard is seeking an experienced Account Manager to serve as the primary contact for key policyholders and producers. You will build strong relationships through regular site visits, negotiations, and proactive communication, handling groups from 500 to 4999 lives across your territory.

Before renewals, you’ll meet clients to review claims and contracts, propose changes, and steer amendments. A valid life and disability license and a willingness to travel within the territory are required.

Qualifications

• Education: Bachelor’s Degree.
• Experience: 5+ years of experience in group insurance account management in the 2500+ lives space.
• Licensing: Life and Disability insurance license for all states within the office’s assigned territory.
• Personal automobile is 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.
• Identify and promote the sale of additional lines of coverage or plan improvements on assigned block of business whenever possible.
• 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.

Skills

Relationship management

Negotiation

Communication

Education

Bachelor's Degree

Job description

The Standard is seeking an experienced Account Manager to serve as the primary contact for key policyholders and producers. You will build strong relationships through regular site visits, negotiations, and proactive communication, handling groups from 500 to 4999 lives across your territory.

Before renewals, you’ll meet clients to review claims and contracts, propose changes, and steer amendments. A valid life and disability license and a willingness to travel within the territory are required.