National Accounts Consultant - Employee Benefits
About The Position
Join our team as a National Accounts Manager and play a crucial role in driving premium growth and maximizing customer retention among accounts with over 5,000 lives. You'll proactively identify and pursue opportunities, acting as a strategic and consultative partner focused on revenue generation and maintaining profitable relationships. In this dynamic position, you'll lead renewal strategies, analyze customer data and claim trends, and collaborate across divisions—including Sales, Underwriting, Benefits, and Consulting—to deliver tailored solutions. Take charge of root cause analysis, customer metrics, strategic account planning, and help drive finalist meetings to secure business and ensure exceptional service. As a National Accounts Manager, you’ll play a vital role in accelerating premium growth and maximizing retention of large, profitable customer accounts. You’ll develop and execute innovative strategies to expand your account block, acting as a subject matter expert on tools, resources, and inforce capabilities. Your expertise in absence management, statutory regulations, and claims will ensure optimal customer experiences, while your ability to bring in the right resources at the right time sets you apart. You’ll own customer relationships throughout their entire lifecycle—leading renewals, analyzing pricing and claim trends, and delivering tailored solutions that meet service expectations. Your strong influence and collaboration across departments will drive the successful implementation of solutions and exceptional service delivery. In this dynamic role, you’ll stay ahead by understanding competitors’ strengths and weaknesses, and continuously compete with fresh capabilities. You’ll leverage analytical insights with internal partners to enhance claims service, improve results, and boost satisfaction and retention. Stewardship presentations and clear reporting will empower customers and consultants to make informed decisions, from renewing coverages to negotiating performance guarantees. Your responsibilities include managing the logistics for impactful sales and customer presentations, keeping internal customer documentation up to date, and fostering strong business relationships at every organizational level. If you thrive on strategy, collaboration, and driving business growth, this is the opportunity to make a significant impact in a high-profile, consultative role.
Requirements
- A bachelor’s degree is required.
- Requires 5+ years’ of demonstrated relationship management experience in the group insurance, benefits field.
- FLMI, CPDM and/or CEBS preferred.
- Life and Disability insurance license for all states within the office’s assigned territory.
Nice To Haves
- Engaging Hearts & Minds: Creates a team identity and builds momentum toward a shared purpose.
- Strategic Visioning: Considers different future scenarios, opportunities and risks to generate operational plans that align with the business unit/function’s strategic vision.
- Improvement Mindset: Continually seeks new ways to create business/ customer value by identifying and implementing opportunities for improved efficiency, effectiveness and innovation.
Responsibilities
- Drive premium growth and maximize customer retention among accounts with over 5,000 lives.
- Proactively identify and pursue opportunities, acting as a strategic and consultative partner focused on revenue generation and maintaining profitable relationships.
- Lead renewal strategies.
- Analyze customer data and claim trends.
- Collaborate across divisions—including Sales, Underwriting, Benefits, and Consulting—to deliver tailored solutions.
- Take charge of root cause analysis, customer metrics, and strategic account planning.
- Help drive finalist meetings to secure business and ensure exceptional service.
- Develop and execute innovative strategies to expand your account block.
- Act as a subject matter expert on tools, resources, and inforce capabilities.
- Ensure optimal customer experiences through expertise in absence management, statutory regulations, and claims.
- Bring in the right resources at the right time.
- Own customer relationships throughout their entire lifecycle.
- Deliver tailored solutions that meet service expectations.
- Drive the successful implementation of solutions and exceptional service delivery through strong influence and collaboration across departments.
- Stay ahead by understanding competitors’ strengths and weaknesses, and continuously compete with fresh capabilities.
- Leverage analytical insights with internal partners to enhance claims service, improve results, and boost satisfaction and retention.
- Deliver stewardship presentations and clear reporting to empower customers and consultants to make informed decisions.
- Manage the logistics for impactful sales and customer presentations.
- Keep internal customer documentation up to date.
- Foster strong business relationships at every organizational level.
Benefits
- Medical, dental, vision
- 401(k) plan with matching company contributions
- Annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
- Supportive, responsive management approach
- Opportunities for career growth and advancement
- Paid parental leave
- Adoption/surrogacy assistance
- Employee giving program that double matches your donations to eligible nonprofits and schools
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What This Job Offers
Job Type
Full-time
Career Level
Senior
