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Standard Insurance

Disability, life, retirement, investment insurance provider

Account Manager - Group Benefits

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree is required.
  • At least 5 years of experience in group insurance account management serving groups with 2,500 or more lives is required.
  • A Life and Disability insurance license is required for all states within the office's assigned territory.
  • A personal automobile must be available for business use, with adequate insurance and a safe driving record.
  • Ability to travel within the territory for face-to-face client and broker meetings when requested is required.

Responsibilities

  • Develop and manage primary relationships with key policyholders and producers through frequent on-site visits, professional negotiation, responsive communication, problem resolution, and meeting customer expectations.
  • Understand clients' concerns and needs, and act as a liaison between home office departments and customers to initiate plan improvements and resolve administrative inconsistencies.
  • Before each renewal, organize a face-to-face visit with identified key clients to present claims-experience analysis or review contract adequacy, recommend coverage or contractual changes, and manage the amendment process when changes are requested.
  • Partner with the assigned sales representative and underwriter to monitor renewal activity and prepare customized renewal strategies to retain accounts; gather underwriting data, review claims experience and recommended renewal actions, and prepare a summary justifying the renewal and recommending appropriate changes.
  • Incorporate information from pre-renewal visits with policyholders or brokers, and negotiate rates, contract provisions, and administrative issues with Regional or National Accounts.
  • Identify and promote additional lines of coverage or plan improvements for assigned business when possible.
  • Request and review in-force proposal requests, provide appropriate information to Regional or National Accounts, and present or assist with presenting proposals to brokers or policyholders.
  • Work with the sales representative or National Accounts Consultant on the acquisition, submission, and implementation of National Accounts cases and Regional Accounts cases over 500 lives.
  • Lead and coordinate submission, setup, and installation of assigned new groups with policyholders, producers, and the home office; provide similar support to new administrators at assigned in-force accounts.
  • Facilitate enrollment, including preparing enrollment materials, conducting enrollment meetings, or attending benefit fairs.

About the Company

Standard Insurance

Disability, life, retirement, investment insurance provider

The Standard provides insurance, retirement, and investment products for individuals, families, and small businesses, including disability and life insurance, retirement plans, and workplace benefits. Its offerings are backed by services that support mental health and wellness, supervisor education, and compliance to help employees stay at work or return to work. The company differentiates itself with a proactive, whole-person approach to disability, a focus on mental health and substance use issues, and personalized workplace solutions for small businesses. Its goal is to protect people’s financial security while improving the workplace experience and supporting communities through financial and volunteer efforts.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Portland, OR
Founded
1998

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