Position Details

Salary $82K – $136K USD / year

Type Full-Time

Experience mid

Exp. Years Three (3) plus years

Education Not specified

Category Sales & Business Development

About this role

Manage multiple group insurance accounts for the Premier Account Management team, focusing on retention, profitable growth, and customer satisfaction. Coordinate enrollment, sales, and support services, resolve service inquiries, and participate in special projects while providing coaching and mentoring.

Key Responsibilities

Strategically manage the assigned book of business and develop customer-specific business plans
Collaborate with sales and relationship teams to identify growth opportunities and coordinate enrollment
Build relationships and work with internal partners to implement new business and resolve service inquiries
Participate in special projects and act as a resource/backup for other team members
Provide coaching and update reporting source systems

Technical Overview

Primarily customer/account management within group insurance, including consultative business planning and coordinated enrollment and support delivery. Uses reporting source systems for ongoing reporting and maintains account relationship health across a 100–500 lives portfolio.

Ideal Candidate

The ideal candidate is a mid-level account manager with 3+ years of experience servicing multiple small to medium financial/insurance accounts and driving retention and profitable growth. They have an active Life and Health Insurance license (or can obtain it within 30 days) and can manage complex customer relationships through consultative planning, enrollment/sales coordination, and service issue resolution while traveling at least 30%.

Must-Have Skills

Three (3) plus years of relevant experienceActive Life and Health Insurance license or obtained within 30 days of hireMinimum of 30% travel requiredProven success in servicing multiple small to medium financial/insurance accounts

Nice-to-Have Skills

Solid knowledge of group insurance products and services

Tools & Platforms

reporting source systems

Required Skills

strategic and consultative managementaccount managementbook of businesscustomer specific business planscustomer retentionprofitable revenue growthcustomer satisfactionenrollmentsales support servicesservice inquiriescoaching and mentoringreporting source systemsgroup insurance products and serviceslife and health insurance licensetravel

Hard Skills

strategic and consultative management of assigned book of businessdevelopment of customer specific business planscustomer retention and profitable growthenrollment coordinationsales coordinationsupport services coordinationresolving service inquiriesimplementing new businessgroup insurance productsgroup insurance servicesgroup insurance account managementreporting source systemspartnering with consultantspartnering with brokerage firmspartnering with third-party administratorsaccount servicing for small to medium financial/insurance accounts

Soft Skills

relationship managementindependent worktimely resultscoaching and mentoringcommunicationpresentation skillsorganization and time managementability to work independentlycustomer satisfaction focuscollaboration with internal functional partnersresource for new hires

Certifications

Required

Life and Health Insurance license

Industry & Role

Industry Insurance

Job Function Manage group insurance customer relationships to retain business and drive profitable growth

Role Subtype Customer Success Manager

Keywords for Your Resume

GI Account Manager - Mid AtlanticPremier Account ManagementGroup Insurance (GI)account manageraccount managementstrategic and consultative managementbook of businesscustomer specific business planscustomer retentionprofitable revenue growthcustomer satisfactionPremier Sales ExecutivesRegional Relationship Managersenrollmentsales support servicesservice inquiriesspecial projectsresource for new hiresbackup for other team memberscoaching and mentoringreporting source systemsgroup insurance productsgroup insurance servicesLife and Health Insurance licensetravel requiredAccount Manager

Deal Breakers

Must have an Active Life and Health Insurance license or obtain within 30 days of hire, Must be able to meet minimum 30% travel requirement, Must have 3+ years of relevant experience servicing financial/insurance accounts

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