Account Manager

• Develops, administers, and monitors medical underwriting rules and guidelines for group life and disability products
• Builds, enhances, and maintains effective relationships with clients to ensure client satisfaction
• Conducts stewardship, site visits and regularly scheduled meetings with clients
• Develops and maintains plans to support retention sales and product growth within existing clients
• Develops, maintains, and executes more complex client relationship plans to ensure the clients' overall service needs are satisfied, and achieve the business and profitability/retention objectives of the organization
• Identifies and resolves complex client issues in a timely and collaborative manner
• Identifies clients with retention risk, and develops plans to retain clients, and notifies management
• Provides feedback to internal partners and serves as a resource to internal stakeholders; consults on complex relationship management/sales solutions to optimize satisfaction and retention to achieve business results
• Partners with internal business units to ensure overall organization growth and success
• Performs other related duties as required.

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