Account Manager - Employee Benefits 500+ Lives

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary:

You will be supporting our business growth, profitability, and retention of clients in your region by developing and maintaining an effective account management strategy for assigned accounts within our Employee Benefits Sales and Service office.  Assigned groups will include cases with 500-4999 lives.  These cases can have complicated plan designs, sensitive or problematic administrative issues, multiple divisions and locations or groups assigned to key producers. This will take you having the ability to develop effective business relationships and communicate with diverse audiences in many different settings.  High level problem solving and decision making, while delivering top notch service to your clients.   

* Living in the Seattle, WA area is a requirement of the role. * 

The Skills and Background You'll Need:

• 5+ years of experience in group insurance account management in the 500+ lives space. 
• 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.

• 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.  Aggressively pursue opportunities to improve profitability and retention.
• 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.
• Serve as mentor with all service and sales employees in the office on service issues.

Key Behaviors of a Successful Candidate:

·                     Engaging Hearts & Minds: Creates a team identity and builds momentum toward a shared purpose. 

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