National Accounts Consultant – Employee Benefits

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

📋 Description

• Drive premium growth and enhance customer retention for accounts with over 5,000 lives.

• Identify and pursue opportunities for revenue generation.

• Serve as a strategic and consultative partner for national accounts.

• Lead renewal strategies and manage customer relationships throughout the customer lifecycle.

• Analyze customer data, pricing trends, claims trends, and customer metrics.

• Collaborate with Sales, Underwriting, Benefits, Consulting, and other internal teams.

• Provide customized solutions and ensure successful implementation.

• Conduct root cause analysis and engage in strategic account planning.

• Facilitate finalist meetings to secure business.

• Act as a subject matter expert on tools, resources, and inforce capabilities.

• Utilize expertise in absence management, statutory regulations, and claims processes.

• Monitor the strengths and weaknesses of competitors and innovate with fresh capabilities.

• Enhance claims service, improve results, and boost customer satisfaction and retention.

• Deliver stewardship presentations and provide clear reporting.

• Assist customers and consultants in making renewal, coverage, and performance-guarantee decisions.

• Manage logistics for sales and customer presentations.

• Maintain precise internal customer documentation.

• Cultivate strong business relationships at all organizational levels.

⛳️ Requirements

• Bachelor's degree is required.

• 5+ years of proven relationship management experience in the group insurance or benefits sector.

• FLMI, CPDM, and/or CEBS designations preferred.

• Life and Disability insurance license for all states within the assigned territory of the office.

• Occasional travel is necessary, including for event planning, team building, or conferences.

• Ability to analyze customer data, pricing trends, claims, and customer metrics.

• Knowledge of absence management and statutory regulations is essential.

• Capability to lead renewals, finalist meetings, stewardship presentations, and customer engagements.

• Ability to collaborate effectively across Sales, Underwriting, Benefits, Consulting, and other divisions.

• Must successfully pass background checks, including criminal, employment, education, and licensing verification.

• Must be bondable.

🏝️ Benefits

• Medical, dental, and vision benefits.

• 401(k) plan with matching contributions from the company.

• Annual incentive bonus plan.

• Generous paid time off.

• 11 holidays.

• 2 wellness days.

• 8 volunteer hours annually.

• PTO increases with tenure.

• Supportive management approach that is responsive to employee needs.

• Opportunities for career growth and advancement.

• Paid parental leave.

• Assistance for adoption and surrogacy.

• Employee giving program that matches donations to eligible nonprofits and schools at double the rate.

• Eligibility for fully remote work, except for in-person meetings or occasional business trips.