Group Benefits Account Manager – Large Accounts

The Standard; Elm (PA); On-site; USD 76,000 - 130,000; Full time

Benefits offered by this job

Medical plan

Dental plan

Vision plan

401(k) match

Paid time off

Job summary

The Standard is seeking an experienced Account Manager to be the primary liaison for key policyholders and producers in our Employee Benefits Sales and Service office. You’ll build relationships through on-site visits, proactive communication, and skilled negotiation to sustain client satisfaction and renewal success.

Collaborating with sales and underwriting, you’ll craft renewal strategies, negotiate rates, promote additional coverages, and manage large accounts (500+ lives).

Qualifications

• Bachelor's Degree required.
• 5+ years of experience in group insurance account management in 2500+ lives space.
• 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.

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.
• 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.
• 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.
• Facilitate the enrollment process, which may involve preparation of enrollment materials, conducting enrollment meetings or being present at benefit fairs.

Skills

Relationship building

Negotiation

Account management

Travel

Communication

Education

Bachelor's Degree

Tools

MS Office

Job description

The Standard is seeking an experienced Account Manager to be the primary liaison for key policyholders and producers in our Employee Benefits Sales and Service office. You’ll build relationships through on-site visits, proactive communication, and skilled negotiation to sustain client satisfaction and renewal success.

Collaborating with sales and underwriting, you’ll craft renewal strategies, negotiate rates, promote additional coverages, and manage large accounts (500+ lives).