Account Manager-Employee Group Benefits

As the primary point of contact for key policyholders and producers, you'll build strong relationships through regular site visits, proactive communication, and skilled negotiation. Assigned groups will include cases with 500-4999 lives, you will act as the bridge between clients and the home office, you'll tackle concerns, drive improvements, and resolve issues efficiently. Before each renewal, you'll meet face-to-face with clients to review claims and contracts, recommend changes, and steer the amendment process.

Responsibilities

Act as the primary point of contact for key policyholders and producers and build strong relationships through regular site visits, proactive communication, and skilled negotiation; Work with clients to understand their concerns and needs and act as liaison between home office departments and customers to initiate plan improvements and resolve administrative inconsistencies; Organize face-to-face visits before each renewal to present claims experience analysis and recommend coverage or contract changes; Manage the amendment process for assigned accounts when changes are requested; Monitor renewal activity with the sales rep and underwriter and prepare renewal strategies and summaries; 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 business; Request and review inforce proposal requests and present proposals to brokers and/or policyholders; Support the acquisition, submission and implementation of National Accounts and Regional Accounts cases over 500 lives; Lead and coordinate the setup and installation of assigned new groups and support new administrators at in-force accounts; Facilitate the enrollment process, including preparing enrollment materials, conducting enrollment meetings or attending benefit fairs

Requirements

Bachelor's degree; 5+ years of experience in group insurance account management in the 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 when requested; Living in one of the listed states (Maryland, Virginia, N. Carolina, S. Carolina, Washington DC)

Nice to have

Winning Together: actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing to bring the best ideas forward; Customer Focus: understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations; Adaptability: sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary

Benefits

Medical, dental and vision coverage; 401(k) plan with matching company contributions; Annual incentive bonus plan; Paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually, with PTO increasing with tenure; Paid parental leave; Adoption/surrogacy assistance; Employee giving program that double matches donations to eligible nonprofits and schools; Opportunities for career growth and advancement