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AHB Group Account Management Senior Consultant II

May 12, 2025May 12, 2025

AHB Group Account Management Senior Consultant II

CompanyAllstate Insurance Company
LocationWisconsin, USA
Salary$53200 – $73150
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • High school diploma or general education degree (GED)
  • Health and Life license (or the ability to acquire within one month of start)
  • Must possess effective verbal and written communication skills
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Previous industry experience
  • 2+ years of account management experience
  • Proactive selling skills with ability to build strong relationships with customers
  • Understanding of underwriting risk factors that influence health insurance profitability
  • Demonstrates group health insurance subject matter expertise
  • Advanced customer service skills-ability to handle a wide variety of callers in a professional manner and strong interpersonal skills
  • Ability to process complex time sensitive information from multiple sources, make decisions based on data and to effectively communicate the related required actions to a broad audience
  • High degree of initiative, mature judgment, and self-motivation
  • Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
  • Team oriented ability to provide guidance on process, procedures, and product
  • Demonstrated experience in analyzing financial impact of decisions

Responsibilities

  • Meet and exceed individual and team performance goals to improve overall lapse rate and client satisfaction
  • Foster a sense of urgency and commitment to achieving goals, resulting in the ability to meet and exceed customer expectations
  • Utilize strong communication skills, problem-solving techniques, probing questions and applies strong product knowledge to address client questions and concerns
  • Partner with local sales offices to determine agency needs, identify key contacts within the agency, and develop strong relationships
  • Manage time effectively to balance the need to retain business while also servicing clients
  • Proactively partner with agents to determine renewal strategy for each group
  • Evaluate group performance and key cost drivers, understand the competition, and act as a consultative resource by providing available plan alternatives to help the agent make an informed decision
  • Close sales by building rapport with agents and employers, make recommendations and overcome objections
  • Work with management to develop an activity plan for assigned accounts
  • Follow and execute reissue process and rules
  • Identify and facilitate upsell opportunities, including promoting available ancillary products
  • Provide resolution for escalated issues by utilizing available tools and involving appropriate departments
  • Demonstrate strong understanding of all workflows and business processes to execute overall service strategy
  • Identify areas of process improvement and work with management and internal organization to improve processes
  • Collaborate with TPA partners
  • Stay up to date on all compliance and regulation

Preferred Qualifications

  • Bachelor Degree or in-lieu of degree equivalent education, training and work-related experience


TaggedAllstate Insurance CompanyBachelor'sFinance & Operations & StrategySales & Account ManagementSeniorStrategic Account Management

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