Account Manager - Employee Benefits 500+ Lives

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary:

You will be supporting our business growth, profitability, and retention of clients in your region by developing and maintaining an effective account management strategy for assigned accounts within our Employee Benefits Sales and Service office.  Assigned groups will include cases with 500-4999 lives.  These cases can have complicated plan designs, sensitive or problematic administrative issues, multiple divisions and locations or groups assigned to key producers. This will take you having the ability to develop effective business relationships and communicate with diverse audiences in many different settings.  High level problem solving and decision making, while delivering top notch service to your clients.   

* Living in one of the following areas is a requirement of the role.

Seattle, WA

San Francisco, CA

Portland, OR

The Skills and Background You'll Need:

• 5+ years of experience in group insurance account management in the 500+ lives space. 
• Life and Disability insurance license for all states within the office’s assigned territory.
• Personal automobile is available for business use with adequate insurance and a safe driving record.
• Ability to travel within territory for face to face client and broker meetings when requested.

• Develop and manage effective primary relationships with key policyholders and producers through frequent on-site visits, professional negotiation, responsive communication, problem resolution and meeting customer expectations. 
• Work with clients to understand their concerns and needs and act as liaison between home office departments and the customers to initiate plan improvements and resolve administrative inconsistencies. 
• Prior to each renewal, organize a face-to-face visit with key identified clients to present an analysis of claims experience and/or review the adequacy of the contract to recommend coverage or contractual changes to appropriately affect their experience and/or rates.  When changes are requested, manage the amendment process for assigned accounts. 
• In partnership with the assigned sales rep and underwriter, monitor renewal activity and prepare to present renewals with a customized strategy to retain the account.  In preparation, gather underwriting data, review claims experience, review the recommended renewal action and prepare a summary justifying the renewal and recommending changes if appropriate.  
• Incorporate information gathered from the pre-renewal visit with the policyholder or broker.  Negotiate rates, contract provisions and administrative issues with Regional or National Accounts.  Aggressively pursue opportunities to improve profitability and retention.
• Identify and promote the sale of additional lines of coverage or plan improvements on assigned block of business whenever possible. 
• Request and review inforce proposal requests, providing all appropriate information to Regional or National Accounts, and present or assist in the presentation of the proposal to the broker and/or policyholder.
• Be actively involved with the sales rep and/or National Accounts Consultant in the acquisition, submission and implementation of National Accounts cases and Regional Accounts cases over 500 lives. 
• Lead and coordinate the submission, set up and installation of assigned new groups with the policyholder, producer and home office.  Provide similar support to new administrators at assigned in-force accounts.  
• Facilitate the enrollment process, which may involve preparation of enrollment materials, conducting enrollment meetings or being present at benefit fairs.
• Serve as mentor with all service and sales employees in the office on service issues.

Key Behaviors of a Successful Candidate:

·                     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. 

·                     Developing People: Delivers both individual and group feedback to support ongoing development and overall department performance. 

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.