Group Benefits Account Manager – On Site, 500–4999 Lives

The Standard; Washington (District of Columbia); On-site; USD 76,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan with company matching

Annual incentive bonus

Paid holidays and PTO

Parental leave and surrogacy support

Employee giving program with matches

Job summary

The Standard in Washington, DC area seeks an experienced account manager to serve as the primary contact for major policyholders and producers. You will drive client relationships through on-site visits, proactive communication, and skilled negotiation to renew and improve plans.

With a focus on the 2,500+ lives segment, you will coordinate with home office teams, monitor renewals, and present customized strategies to retain accounts while identifying opportunities for additional coverages.

Qualifications

• Bachelor's degree required.
• 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, 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.
• 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.
• 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 management

Negotiation

Communication

Travel willingness

Education

Bachelor's Degree

Job description

The Standard in Washington, DC area seeks an experienced account manager to serve as the primary contact for major policyholders and producers. You will drive client relationships through on-site visits, proactive communication, and skilled negotiation to renew and improve plans.

With a focus on the 2,500+ lives segment, you will coordinate with home office teams, monitor renewals, and present customized strategies to retain accounts while identifying opportunities for additional coverages.