Responsibilities:
- Responsible for strategic and consultative management of assigned book of business, including the development of customer specific business plans to identify opportunities to retain and profitably grow business and to strengthen relationships.
- Collaborate with Premier Sales Executives and Regional Account Directors on books of business to identify business growth opportunities. Coordinating enrollment, sales and support services for assigned accounts (100-500 lives).
- Build successful relationships and collaborate with internal functional partners to efficiently implement new business, address service inquires, and provide consultative support.
- Actively participate in special projects throughout the year, serve as a resource for new hires for the first six months, and serve as a backup for other team members.
- Provide ongoing coaching and mentoring to peer group.
- Update reporting source systems.
Qualifications
- Demonstrated success in servicing multiple small to medium financial/insurance accounts.
- Three (3) plus years of relevant experience.
- Self-motivated with the ability to work independently and provide timely results. The ability to develop and grow relationships, while maintaining targeted retention rates.
- Proven ability to successfully partner with consultants, brokerage firms and/or third-party administrators.
- Excellent written/verbal communication and presentation skills.
- Strong organization and time management skills.
- Solid knowledge of Group Insurance products and services preferred.
- Active Life and Health Insurance license or obtained within 30 days of hire.
- Minimum of 30% travel required.
If you need an accommodation to complete the application process, which may include an assessment, please email