Account Manager-Employee Group Benefits

The Standard • Washington, DC

3d • $76,250 - $129,750

About The Position

The Account Manager serves as the primary point of contact for key policyholders and producers, managing assigned employee group benefits accounts with 500–4,999 lives. The role builds strong relationships through site visits, proactive communication, negotiation, and issue resolution, and acts as a liaison between clients and home-office departments. The position requires residence in Maryland, Virginia, North Carolina, South Carolina, or Washington, DC, and travel within the territory for face-to-face client and broker meetings when requested.

The Account Manager partners with sales representatives, underwriters, National Accounts Consultants, policyholders, producers, and home-office teams to manage renewals, support account retention and growth, and coordinate new-group acquisition and implementation. The role may also support enrollment activities, including preparing materials, conducting meetings, or attending benefit fairs.

Requirements

• Bachelor’s degree.
• At least 5 years of experience in group insurance account management in the 2,500+ lives space.
• Life and Disability insurance license for all states within the office’s assigned territory.
• Personal automobile available for business use, adequate insurance, and a safe driving record.
• Ability to travel within the territory for face-to-face client and broker meetings when requested.
• Must live in Maryland, Virginia, North Carolina, South Carolina, or Washington, DC.

Nice To Haves

• Demonstrates the behaviors of Winning Together, Customer Focus, and Adaptability.

Responsibilities

• Develop and manage primary relationships with key policyholders and producers through on-site visits, professional negotiation, responsive communication, problem resolution, and attention to customer expectations.
• Understand client concerns and needs and serve as a liaison between home-office departments and customers to initiate plan improvements and resolve administrative inconsistencies.
• Before renewals, organize face-to-face client visits to present claims analyses or review contract adequacy, recommend coverage or contractual changes, and manage the amendment process when changes are requested.
• Partner with the assigned sales representative and underwriter to monitor renewal activity and prepare customized renewal strategies to retain accounts.
• Gather underwriting data, review claims experience and recommended renewal actions, and prepare summaries supporting renewals and recommending changes where appropriate.
• Incorporate information from pre-renewal visits and negotiate rates, contract provisions, and administrative issues with Regional or National Accounts.
• Identify and promote additional lines of coverage and plan improvements for assigned accounts when possible.
• Request and review in-force proposal requests, provide appropriate information to Regional or National Accounts, and present or assist with presenting proposals to brokers or policyholders.
• Work with sales representatives and/or National Accounts Consultants on the acquisition, submission, and implementation of National Accounts cases 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, which may include preparing enrollment materials, conducting enrollment meetings, or attending benefit fairs.

Benefits

• Medical, dental, and vision benefits.
• 401(k) plan with matching company contributions.
• Annual incentive bonus plan.
• Paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure.
• Supportive management and opportunities for career growth and advancement.
• Paid parental leave.
• Adoption and surrogacy assistance.
• Employee giving program that double matches donations to eligible nonprofits and schools.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level