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Account Manager – Group Benefits
The Standard. Develop and manage primary relationships with key policyholders and producers through frequent on-site visits, negotiation, communication, problem resolution, and customer service .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in group insurance account management, including client relationship development, negotiation, and problem resolution. Proficient in analyzing claims experience and recommending coverage changes for large accounts.
Highest-signal resume keywords
Group Insurance Account ManagementClient Relationship DevelopmentNegotiation SkillsLife and Disability Insurance LicenseClaims Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Claims Experience AnalysisContract ReviewAmendment ManagementUnderwriting Data GatheringProposal Presentation
Soft Skills
CommunicationProblem ResolutionCustomer ServiceMentoring
Tools & Technologies
Enrollment ProcessesBenefit Fairs
Certifications & Qualifications
Life and Disability Insurance License
Industry Keywords
National AccountsRegional Accounts2500+ LivesRetention StrategiesFace-to-Face Client Meetings
About the role
Key responsibilities & impact- Develop and manage primary relationships with key policyholders and producers through frequent on-site visits, negotiation, communication, problem resolution, and customer service
- Act as liaison between home office departments and customers to initiate plan improvements and resolve administrative inconsistencies
- Conduct face-to-face pre-renewal client visits to analyze claims experience, review contract adequacy, and recommend coverage or contractual changes
- Manage amendment processes for assigned accounts
- Partner with sales representatives and underwriters to monitor renewal activity and prepare customized retention strategies
- Gather underwriting data, review claims experience, justify renewals, and recommend changes
- Negotiate rates, contract provisions, and administrative issues with Regional or National Accounts
- Identify and promote additional coverage lines and plan improvements
- Request and review in-force proposal requests and present proposals to brokers and policyholders
- Support acquisition, submission, and implementation of National Accounts and Regional Accounts over 500 lives
- Lead submission, setup, and installation of new groups and support new administrators at assigned in-force accounts
- Facilitate enrollment processes, enrollment meetings, and benefit fairs
- Mentor the team
Requirements
What you’ll need- Bachelor’s degree
- 5+ years of experience in group insurance account management in the 2500+ lives space
- Life and Disability insurance license for all states within the office’s assigned territory
- Personal automobile available for business use with adequate insurance
- Safe driving record
- Ability to travel within territory for face-to-face client and broker meetings when requested
- Must live in the Hartford, CT area
- Successful completion of criminal background investigation and employment, education, and licensing verification
- Must be bondable