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Account Manager-Employee Benefits

April 28, 2025April 28, 2025

Account Manager-Employee Benefits

CompanyStandard Insurance
LocationBerkeley Heights, NJ, USA
Salary$105000 – $105000
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • 5+ years of experience in group insurance account management in the 1500+ 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.

Responsibilities

  • Support business growth, profitability, and retention of clients by developing and maintaining an effective account management strategy.
  • 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.
  • Organize a face-to-face visit with key identified clients prior to each renewal to present an analysis of claims experience and/or review the adequacy of the contract.
  • Monitor renewal activity and prepare to present renewals with a customized strategy to retain the account.
  • 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.
  • Request and review inforce proposal requests, providing all appropriate information to Regional or National Accounts.
  • Lead and coordinate the submission, set up and installation of assigned new groups with the policyholder, producer and home office.
  • 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.

Preferred Qualifications

    No preferred qualifications provided.


TaggedCustomer SuccessFinance & Operations & StrategySales & Account ManagementSeniorStandard Insurance

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