Protective Life
We are on a mission to help more people achieve the sense of protection and security they deserve.
Account Manager – Employee Benefits
Location
United States
Posted
118 days ago
Salary
$75K - $115K / year
Bachelor Degree5 yrs expEnglish
Job Description
• Serve as the service relationship manager for assigned partners, GAs, and employer groups representing EBD’s largest and most strategic accounts.
• Conduct proactive stewardship and renewal meetings (in person or virtual) to review experience, performance, and partnership opportunities.
• Develop annual account plans in partnership with Sales Leadership, with clear retention and satisfaction goals.
• Identify at-risk accounts, recommend mitigation actions, and engage Sales leadership as needed to preserve relationships.
• Represent the voice of key accounts within EBD, ensuring operational issues are escalated and resolved timely.
• Partner with Sales, Underwriting, Claims, Billing, and Marketing to deliver consistent, high-quality customer experience.
• Coordinate with In-Office Account Coordinators to ensure prompt resolution of post-sale service issues and data/reporting requests.
• Collaborate with Sales Enablement to align account management practices with CRM, analytics, and reporting capabilities.
• Support the launch and adoption of new tools, technology, or processes that improve account visibility and retention.
• Leverage CRM data and dashboards to monitor account performance, engagement levels, and service activity.
• Maintain knowledge of market trends, product updates, and competitive dynamics to strengthen client partnerships.
• Prepare reports and presentations summarizing account status, key issues, and retention metrics for internal leadership.
Job Requirements
- Exceptional relationship management and client-facing communication skills.
- Strong analytical acumen and proficiency with CRM, Excel, and PowerPoint.
- Ability to balance strategic planning with tactical execution.
- Proven success managing high-value relationships within group insurance or employee benefits.
- Highly collaborative, organized, and adaptable in a matrixed environment.
- Bachelor’s degree or equivalent experience.
- 5+ years in Account Management, Sales, or Relationship Management within Employee Benefits or Insurance.
- Prior experience supporting brokers, GAs, or channel partners strongly preferred.
- Ability to travel up to 40%.
Benefits
- comprehensive health, dental and vision insurance
- mental health benefits
- employee assistance program
- paid time off
- paid parental leave
- short-term disability
- cultural observance day
- contributions to healthcare accounts
- pension plan
- 401(k) plan with Company matching
- ProHealth Rewards platform for improving wellbeing
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