Account Manager – Employee Group Benefits

This is a fully remote position, open to applicants in North Carolina, +3 more states.

📋 Description

• Establish and nurture essential relationships with key policyholders and producers through regular on-site visits, negotiation, communication, and resolution of issues.

• Serve as the intermediary between home office departments and clients to initiate enhancements to plans and address administrative discrepancies.

• Conduct in-person pre-renewal client meetings to evaluate claims history, assess contracts, and suggest modifications to coverage or contractual terms.

• Oversee the amendment process for designated accounts.

• Track renewal activities alongside sales representatives and underwriters.

• Collect underwriting information, analyze claims history, compile renewal summaries, and propose changes.

• Negotiate rates, contract terms, and administrative matters with Regional or National Accounts.

• Recognize and advocate for additional coverage options or plan enhancements.

• Solicit and evaluate active proposal requests, and assist with or deliver presentations to brokers and policyholders.

• Support the acquisition, submission, and implementation of cases for National and Regional Accounts with over 500 lives.

• Lead the submission, setup, and installation processes for assigned new groups.

• Provide support to new administrators at designated active accounts.

• Facilitate enrollment procedures, which include preparing materials, leading enrollment meetings, and participating in benefit fairs.

⛳️ Requirements

• Bachelor's Degree.

• Over 5 years of experience in group insurance account management for groups of 2500+ lives.

• Life and Disability insurance license for all states within the office’s designated territory.

• Availability of a personal automobile for business purposes.

• Sufficient automobile insurance coverage.

• A safe driving record.

• Willingness to travel within the designated territory for face-to-face meetings with clients and brokers as required.

• Must reside in one of the specified states: Maryland, Virginia, North Carolina, South Carolina, or Washington, DC.

• Successful completion of a criminal background check, along with verification of employment, education, and licensing.

• Must be bondable.

🏝️ Benefits

• Medical, dental, and vision coverage.

• 401(k) plan with company matching contributions.

• Annual incentive bonus plan.

• Generous paid time off policy.

• 11 holidays observed annually.

• 2 wellness days provided each year.

• 8 hours of volunteer time annually.

• Increased PTO with tenure.

• Opportunities for career advancement and growth.

• Paid parental leave.

• Assistance for adoption and surrogacy.

• Employee giving program featuring double-matched donations to eligible nonprofits and educational institutions.

• Support for work-life balance.