Relationship Manager - Group Benefits (Southwest and South Central Regions)
About The Position
As a Relationship Manager in our Group Benefits area, you’ll partner closely with our Sales team and top-level Broker partners, delivering solutions to our mid-market account groups, that will help them build and protect their business and financial security. Here are some things you will do: Profitably retain and grow an assigned block of in-force group business Deliver a strategic relationship plan that included quarterly/annual goals Handle complex service issues, plan amendments and expert renewal analysis Provide functional leadership by training, mentoring, and onboarding new and existing Client Relationship Consultants. Deliver training about our products and services to broker partners This opportunity plays a meaningful role in delivering profitable revenue growth of an assigned block of in-force group business by developing and implementing customized strategies. In addition, individuals in this role will be seen as industry experts and consultants in group benefits.
Requirements
- Bachelor’s degree or equivalent plus 8+ years related account management experience required.
- Must be able to acquire and maintain all required state licenses, as outlined by the Principal Financial Group within 90 days. Active life/health license preferred.
- Must have excellent persuasion, organizational, problem-solving, presentation, listening, and oral/written communication skills, as well as analytical skills.
- Intermediate computer skills and knowledge of business unit applications preferred.
- Leadership skills are required, along with excellent time management, judgment, financial analysis, and decision-making skills.
- Must be able to maintain accuracy while being detail oriented.
- Ability to maintain confidentiality is essential.
- May spend 25% of time out in the market in face-to-face interaction with customers and brokers, some of that time will require overnight travel.
Responsibilities
- Profitably retain and grow an assigned block of in-force group business
- Deliver a strategic relationship plan that included quarterly/annual goals
- Handle complex service issues, plan amendments and expert renewal analysis
- Provide functional leadership by training, mentoring, and onboarding new and existing Client Relationship Consultants.
- Deliver training about our products and services to broker partners
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided.
- Pension Eligible
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
