Account Manager – Group Benefits

This is a fully remote position, open to applicants in Connecticut, +4 more states.

📋 Description

• Cultivate and oversee essential relationships with key stakeholders and producers through regular on-site visits, effective negotiation, prompt communication, problem-solving, and meeting client expectations.

• Serve as a liaison between home office departments and clients to facilitate plan enhancements and address administrative discrepancies.

• Arrange in-person pre-renewal meetings to present claims analyses, assess contract sufficiency, suggest coverage or contractual modifications, and manage amendments.

• Collaborate with sales representatives and underwriters to track renewal activities and devise tailored renewal strategies.

• Collect underwriting information, evaluate claims history, support renewals, and propose adjustments.

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

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

• Solicit and evaluate in-force proposal requests and present proposals to brokers and policyholders.

• Assist with the acquisition, submission, and implementation of National Accounts and Regional Accounts cases exceeding 500 lives.

• Lead the submission, setup, and installation of assigned new groups and provide support to new administrators at existing accounts.

• Facilitate the enrollment process, which includes preparing materials, leading enrollment meetings, and participating in benefit fairs.

• Contribute to business growth, profitability, and client retention through effective account management strategies.

⛳️ Requirements

• Bachelor’s Degree.

• 5+ years of experience in group insurance account management within the 2500+ lives sector.

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

• Personal vehicle available for business use, accompanied by adequate insurance coverage.

• Clean driving record.

• Willingness to travel within the territory for in-person meetings with clients and brokers as needed.

• Must reside in one of the following states: New Jersey, Pennsylvania, Delaware, Connecticut, Vermont, or Massachusetts.

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

• Must be bondable.

🏝️ Benefits

• A comprehensive benefits package including medical, dental, vision, and a 401(k) plan with company matching contributions.

• Annual incentive bonus program.

• Generous paid time off, encompassing 11 holidays, 2 wellness days, and 8 volunteer hours each year; PTO increases with tenure.

• Opportunities for professional growth and advancement.

• Paid parental leave and support for adoption/surrogacy.

• Employee giving program that matches donations to eligible nonprofits and educational institutions.

• Supportive and responsive management style.

• Commitment to work-life balance.