Group Benefits Account Manager – Major Accounts

The Standard

Orangeburg (SC)

On-site

USD 76,000 - 130,000

Full time

6 days ago
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
401(k)
Annual incentive bonus
Paid time off (PTO)

Job summary

The Standard is seeking a results-driven account manager to serve as the primary liaison for key policyholders and producers in a multi-state territory. You will conduct on-site visits, analyze claims data, and guide amendments before renewals to optimize contracts and rates.

Responsibilities include coordinating renewal strategies with sales and underwriting, negotiating terms, and promoting additional coverage opportunities.

Qualifications

  • Bachelor's degree in a related field.
  • 5+ years of experience in group insurance account management in 2,500+ 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 when requested.

Responsibilities

  • Develop and manage effective primary relationships with key policyholders and producers through frequent on-site visits, professional 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 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.
  • Monitor renewal activity and prepare to present renewals with a customized strategy to retain the account; gather underwriting data, review claims experience, and present a renewal action summary.
  • Incorporate information gathered from pre-renewal visits; 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.
  • Coordinate submission, installation of new groups with policyholders, producers and home office; support new administrators at in-force accounts.
  • Facilitate enrollment processes and enrollment meetings or participation in benefits fairs.

Skills

Relationship management
Negotiation
Travel readiness
Customer service

Education

Bachelor's Degree

Job description

The Standard is seeking a results-driven account manager to serve as the primary liaison for key policyholders and producers in a multi-state territory. You will conduct on-site visits, analyze claims data, and guide amendments before renewals to optimize contracts and rates.

Responsibilities include coordinating renewal strategies with sales and underwriting, negotiating terms, and promoting additional coverage opportunities.

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