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Standard Insurance

Disability, life, retirement, investment insurance provider

Account Manager - Employee 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 five years of experience in group insurance account management in the 2,500+ lives space 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.
  • The employee must live in one of the listed states: Maryland, Virginia, North Carolina, South Carolina, or Washington, DC.

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, act as liaison between home office departments and customers, and initiate plan improvements and resolve administrative inconsistencies.
  • Before each renewal, organize face-to-face visits with identified clients to present claims analysis and/or review contract adequacy, recommend coverage or contractual changes, and manage the amendment process when changes are requested.
  • In partnership with the assigned sales representative and underwriter, monitor renewal activity and prepare customized renewal strategies to retain accounts by gathering underwriting data, reviewing claims experience and recommended renewal actions, and preparing summaries that justify renewals and recommend changes when appropriate.
  • Incorporate information gathered during pre-renewal visits with policyholders or brokers, and negotiate rates, contract provisions, and administrative issues with Regional or National Accounts.
  • Identify and promote sales of additional coverage lines or plan improvements on the assigned block of business when possible.
  • Request and review in-force proposal requests, provide appropriate information to Regional or National Accounts, and present or assist in presenting proposals to brokers and/or policyholders.
  • Work with the sales representative and/or National Accounts Consultant on acquisition, submission, and implementation of National Accounts 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, and provide similar support to new administrators at assigned in-force accounts.
  • Facilitate enrollment, including preparing enrollment materials, conducting enrollment meetings, or attending benefit fairs.

Desired Qualifications

  • The role includes eligibility to participate in an incentive program, with awards subject to the governing plan rules and individual and organizational performance.

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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