
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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