About The Position
Symetra has an exciting opportunity to join our Workforce Benefits team as a Regional Account Manager! About the role The Regional Account Manager will supplement the external sales efforts of the Regional Sales Executive in the Life and Disability product lines. This role's primary responsibility is direct interaction, servicing major accounts or key producers blocks of business on a day-to-day basis, and assisting the Regional Sales Executive, when needed, to meet product line expectations of increased ancillary lines sales. The position involves having a solid understanding and involvement with the external marketplace and leveraging it to add significant value to the business. The ideal candidate will be located in the Midwest US region.
Requirements
- High school diploma required
- 5-7 years in Life and Disability account management working with accounts of more than 500 employees
- College Degree or related work experience
- Life and Health Insurance License
- Sales Aptitude and ability to communicate contract provisions to customers
- Excellent verbal presentation and interpersonal skills; ability to manage communication between customer, Life Sales reps and underwriters
- Proficient with Windows (to include MS Word, MS Excel, MS PowerPoint and MS Outlook)
- Excellent time management skills
- Strong customer services skills
- Ability to make independent decisions
- Ability to speak to eligibility feeds
- Understanding of statutory disability plans
- Proficiency working on experience rated renewals
- Ability to travel 30-50%
Responsibilities
- Maintain levels of direct client service support on high profile accounts and blocks of business for key producers
- Prepare materials for Enrollment Meetings and present on-site
- Participate and coordinate materials for benefit fair and trade show events
- Schedule and attend regular face-to-face proactive service visits to discuss plan experience, identify cross selling opportunities
- Maintain reference list
- Achieve renewal persistency targets; manage renewal process (e.g. census request, work with underwriting, delivery of renewal)
- Collaborate with Regional Sales Executive to present at finalist presentations.
- Maintain direct contact with the employer on all installation issues including on-site involvement, if necessary
- External contact with Policyholders, Brokers, Agents, and life and disability partner vendors
Benefits
- Flexible full-time or hybrid telecommuting arrangements
- Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
- Paid time away including vacation and sick time, flex days and ten paid holidays
- Give back to your community and double your impact through our company matching
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
