Senior Group Benefits Account Manager – 2,500+ Lives

The Standard; Maryland City (MD); On-site; USD 76,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with matching

Generous PTO and holidays

Bonuses and incentive plans

Parental leave and surrogacy support

Volunteer matching program

Job summary

The Standard, a leading national insurer, is seeking an experienced account manager to serve as the primary point of contact for key policyholders and producers in the Maryland/Virginia/DC region. You will build strong on-site relationships, negotiate effectively, and drive plan improvements across assigned groups.

Responsibilities include pre-renewal visits, claims analysis, amendment management, and coordination with sales and underwriting to present renewals and retain accounts.

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. In preparation, gather underwriting data, review claims experience, review the recommended renewal action and prepare a summary justifying the renewal and recommending changes if appropriate.
• 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.
• 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. Provide similar support to new administrators at assigned in-force accounts.
• Facilitate the enrollment process, which may involve preparation of enrollment materials, conducting enrollment meetings or being present at benefit fairs.

Skills

Account management

Negotiation

Relationship building

Travel willingness

Education

Bachelor's Degree

Job description

The Standard, a leading national insurer, is seeking an experienced account manager to serve as the primary point of contact for key policyholders and producers in the Maryland/Virginia/DC region. You will build strong on-site relationships, negotiate effectively, and drive plan improvements across assigned groups.

Responsibilities include pre-renewal visits, claims analysis, amendment management, and coordination with sales and underwriting to present renewals and retain accounts.