Senior Account Manager – Workforce Benefits
Pacific Life
full-time
Posted on:
Location Type: Remote
Location: Arizona • Pennsylvania • United States
Visit company websiteExplore more
Salary
💰 $91,440 - $111,760 per year
Job Level
About the role
- Foster and manage relationships with policyholders and producers through responsive communication, prompt conflict resolution, and proactive outreach.
- Taking into consideration the needs of each client, act as a liaison between internal departments and the customer to meet desired objectives.
- Assess the client needs and maximize cross-selling opportunities for growth potential.
- Monitor renewal activity in partnership with the sales representative and underwriting. Strategically prepare renewals to retain the account. Gather underwriting data and claims experience for review to best communicate renewal actions.
- Manage to persistency goals for the allocated block of business.
- Assist with the enrollment process as it relates to the preparation of enrollment materials, conducting enrollment meetings, etc.
- Demonstrate proficiency in the group products sold by Pacific Life.
- Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities.
Requirements
- 3+ years experience in group benefits in a sales or service role
- 4-year college degree or equivalent work experience is required.
- Ability to seek opinions of others, process feedback and take smart risks.
- A high degree of integrity and able to act in a transparent and consistent manner while always accounting for what is best for the organization.
- Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement.
- Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches.
- Strong performance orientation and drive for results
- Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues
- Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders
- Licensed to sell Life & Health products
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
group benefitscross-sellingrenewal managementunderwriting data analysisclaims experience assessmentenrollment processenrollment materials preparationsales performanceanalytical skillsbusiness model innovation
Soft skills
relationship managementconflict resolutionproactive communicationintegrityself-reflectionleadershipcollaborationperformance orientationcontinuous improvementstakeholder communication
Certifications
Life & Health license