Regional Account Manager, Workforce Benefits - Western US Region
Symetra, Bellevue, WA, United States
Overview
Regional Account Manager location: Western US. The Regional Account Manager will supplement the external sales efforts of the Regional Sales Executive in the Life and Disability product lines. Primary responsibilities include direct interaction, servicing major accounts or key producers' blocks of business on a day-to-day basis, and assisting the Regional Sales Executive to meet product line expectations of increased ancillary sales. Ideal candidate will have solid understanding of the external marketplace and leverage it to add value to the business. Responsibilities
Maintain levels of direct client service support on high-profile accounts and blocks of business for key producers Prepare materials for Enrollment Meetings and present on-site Coordinate materials for benefit fair and trade show events Schedule and attend regular face-to-face proactive service visits to discuss plan experience and identify cross-selling opportunities Maintain reference list Achieve renewal persistency targets; manage renewal process (e.g., census request, work with underwriting, delivery of renewal) Collaborate with Regional Sales Executive to present at finalist presentations Maintain direct contact with the employer on all installation issues, including on-site involvement if necessary External contact with Policyholders, Brokers, Agents, and life and disability partner vendors Qualifications
5-7 years in Life and Disability account management working with accounts of more than 500 employees College Degree or related work experience Life and Health Insurance License Sales aptitude and ability to communicate contract provisions to customers Excellent verbal presentation and interpersonal skills; ability to manage communication between customer, Life Sales reps and underwriters Proficient with Windows (MS Word, MS Excel, MS PowerPoint and MS Outlook) Excellent time management skills Strong customer service skills Ability to make independent decisions Ability to speak to eligibility feeds Understanding of statutory disability plans Proficiency working on experience-rated renewals Ability to travel 30-50% Compensation
Base salary:
$90,000 annually plus eligibility for Incentive Compensation What we offer you
Flexible full-time or hybrid telecommuting arrangements 401(k) plan with immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Company matching to support community giving Details available in the Symetra Benefits Overview Compliance & Work Authorization
Work Authorization:
Employer work visa sponsorship and support are not provided for this role. Applicants must be authorized to work in the United States at hire and must maintain authorization throughout employment. Remote Work & IT Requirements
Remote Network Minimum Requirements:
As a remote-first organization, minimum standards for internet connection are required: Minimum Internet Speed: 100 Mbps download and 20 Mbps upload Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL Not Permissible: Satellite, cellular broadband, any other wireless technology, or dial-up Applicants will be asked to test internet speed and confirm the connection meets the standard above. Identity Verification & Compliance Notes
Symetra is committed to fair and secure hiring practices. Candidates may be required to participate in video interviews after the initial phone screen. The company may verify identity at key points in the process. Non-compliance with verification procedures may result in disqualification, withdrawal of offer, or termination of employment if fraud is discovered.
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Regional Account Manager location: Western US. The Regional Account Manager will supplement the external sales efforts of the Regional Sales Executive in the Life and Disability product lines. Primary responsibilities include direct interaction, servicing major accounts or key producers' blocks of business on a day-to-day basis, and assisting the Regional Sales Executive to meet product line expectations of increased ancillary sales. Ideal candidate will have solid understanding of the external marketplace and leverage it to add value to the business. Responsibilities
Maintain levels of direct client service support on high-profile accounts and blocks of business for key producers Prepare materials for Enrollment Meetings and present on-site Coordinate materials for benefit fair and trade show events Schedule and attend regular face-to-face proactive service visits to discuss plan experience and identify cross-selling opportunities Maintain reference list Achieve renewal persistency targets; manage renewal process (e.g., census request, work with underwriting, delivery of renewal) Collaborate with Regional Sales Executive to present at finalist presentations Maintain direct contact with the employer on all installation issues, including on-site involvement if necessary External contact with Policyholders, Brokers, Agents, and life and disability partner vendors Qualifications
5-7 years in Life and Disability account management working with accounts of more than 500 employees College Degree or related work experience Life and Health Insurance License Sales aptitude and ability to communicate contract provisions to customers Excellent verbal presentation and interpersonal skills; ability to manage communication between customer, Life Sales reps and underwriters Proficient with Windows (MS Word, MS Excel, MS PowerPoint and MS Outlook) Excellent time management skills Strong customer service skills Ability to make independent decisions Ability to speak to eligibility feeds Understanding of statutory disability plans Proficiency working on experience-rated renewals Ability to travel 30-50% Compensation
Base salary:
$90,000 annually plus eligibility for Incentive Compensation What we offer you
Flexible full-time or hybrid telecommuting arrangements 401(k) plan with immediate vesting and company matching up to 6% Paid time away including vacation and sick time, flex days and ten paid holidays Company matching to support community giving Details available in the Symetra Benefits Overview Compliance & Work Authorization
Work Authorization:
Employer work visa sponsorship and support are not provided for this role. Applicants must be authorized to work in the United States at hire and must maintain authorization throughout employment. Remote Work & IT Requirements
Remote Network Minimum Requirements:
As a remote-first organization, minimum standards for internet connection are required: Minimum Internet Speed: 100 Mbps download and 20 Mbps upload Internet Type: Fiber, Cable (e.g., Comcast, Spectrum), or DSL Not Permissible: Satellite, cellular broadband, any other wireless technology, or dial-up Applicants will be asked to test internet speed and confirm the connection meets the standard above. Identity Verification & Compliance Notes
Symetra is committed to fair and secure hiring practices. Candidates may be required to participate in video interviews after the initial phone screen. The company may verify identity at key points in the process. Non-compliance with verification procedures may result in disqualification, withdrawal of offer, or termination of employment if fraud is discovered.
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