Exercising responsibility for management of assigned book of business
Building and maintaining cooperative relationships with clients, brokers, and internal business partners
Generating profitable revenue growth by retaining existing customers, expanding business, and achieving customer satisfaction
Collaborating with Premier Sales Executives and Regional Account Directors to identify business growth opportunities
Coordinating enrollment, sales, and support services for assigned accounts (100
500 lives)
Actively participating in special projects throughout the year
Providing ongoing coaching and mentoring to peer group
Updating reporting source systems

Active Life and Health Insurance license or obtained within 30 days of hire
Minimum of 30% travel required
Demonstrated success in servicing multiple small to medium financial/insurance accounts
Three (3) plus years of relevant Group Insurance experience
Self-motivation with the ability to work independently and provide timely results
The ability to develop and grow relationships, while maintaining targeted retention rates
Proven ability to successfully partner with consultants, brokerage firms and/or third-party administrators
Excellent written/verbal communication and presentation skills
Strong organization and time management skills
Solid knowledge of group insurance products and services

Medical, dental, vision, life insurance, disability insurance
Paid Time Off (PTO)
Leave of absences, such as parental and military leave
401(k) plan with company match (up to 4%)
Company-funded pension plan
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs
Employee Stock Purchase Plan

Account Manager

Key skills