Full-Time

Account Manager-Employee Benefits

Confirmed live in the last 24 hours

The Standard

The Standard

1,001-5,000 employees

Insurance and financial services provider

Compensation Overview

$105k/yr

+ Bonus

Senior

Berkeley Heights, NJ, USA

Candidates must reside within the market territory.

Category
Customer Success
Sales & Account Management
Required Skills
Customer Service
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
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.

The Standard provides a variety of insurance and financial services, including disability insurance, life insurance, retirement plans, and investment products. Their services are designed for individuals, families, and small businesses, with a focus on workplace benefits that cater to both employers and employees. The Standard's approach to disability insurance emphasizes helping employees stay at work or return to work safely, highlighting their commitment to mental health and wellness. Unlike many competitors, The Standard prioritizes personalized service and community involvement, offering financial support and educational resources to enhance workplace experiences. Their goal is to improve the overall well-being of employees and support businesses in creating a healthy work environment.

Company Size

1,001-5,000

Company Stage

Acquired

Total Funding

N/A

Headquarters

Portland, Oregon

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Digital transformation enhances The Standard's customer experience and operational efficiency.
  • Personalized insurance products increase customer satisfaction and retention for The Standard.
  • Growing demand for mental health support aligns with The Standard's wellness focus.

What critics are saying

  • Acquisition by Trinity Investments may impact The Standard's market positioning.
  • U.S. tax bill changes could affect The Standard's financial planning strategies.
  • Layoffs indicate potential financial instability affecting operations and morale.

What makes The Standard unique

  • The Standard emphasizes a whole-person approach to disability management.
  • They offer personalized insurance solutions tailored to individual and small business needs.
  • The company integrates mental health support into their workplace benefits programs.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

Paid Sick Leave

Paid Holidays

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Performance Bonus

Employee Referral Bonus

Paid time off to volunteer

Family Planning Benefits

Fertility Treatment Support

Wellness Program

Mental Health Support

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