Strategic Account Advisor Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law. The Strategic Account Advisor is responsible for the growth and retention of existing accounts to include upsells to a higher level of products/services based on business size and scope. How you will make an impact: Achieves retention and growth targets through execution of sales process. Cultivates trust-based relationships and develops comprehensive understandings of client needs and priorities. Acts as a consultative collaborative partner with brokers, consultants, and key decision makers. Develops business plans to address broker and client needs. Conducts broker and/or agency education on pertinent topics. Acts as primary customer contact. Coordinates with internal partners to meet and exceed client expectations. Drives opportunities for additional growth and product sales. Ability to learn and become familiar with the industry and products at the local, state, and federal level. Continuously updates knowledge in a rapidly changing environment. With general supervision, provides account management knowledge to Individual and/or Small Groups and is able ask for and accept guidance when needed from leadership and/or team members acting as a resource.
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Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees