Account Managers play a key role in the Regional Business service delivery model. The role is a single point of contact for Brokers and provides key support functions across our different Regional Market customer segments, as well as supporting our sales partners with internal and external pre- and post-sale activities associated with the acquisition of new business and in maintaining existing customer relationships.
Key Responsibilities

• Own a 2 to 5.000 lives book of business, serving as the primary contact for broker inquiries, escalations, and service delivery.
• Partner with internal teams to resolve issues, ensure renewals, and drive profitability, persistency, and overall account performance.
• Identify and support cross-sell, re-enrollment, and growth opportunities in collaboration with Account Executives and Underwriting.
• Lead client and broker meetings (including renewals and stewardship), providing insights, recommendations, and consultative guidance on benefit plans.
• Monitor service performance, deliver data-driven insights, and execute targeted marketing/education efforts to enhance engagement and value.

Required Qualifications

• 3-5 years of industry experience in account management or customer service within fast-paced, complex environments.
• Strong knowledge of group benefits products, including plan design, features, and claims processes.
• Customer-focused with a proven ability to drive results and satisfaction.
• Excellent communication, relationship-building, presentation, and problem-solving skills.
• Must obtain the required Life, and Accident & Health state licenses within the first 3 months of employment.
• High school diploma or GED equivalent.

Preferred Qualifications

• Current State Life, Accident and Health license.
• College degree or higher education.
• Prior experience in Group Benefits with the following products: Life, Accident, Dental, Vision, Short and/or Long-Term Disability.

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