National Accounts Consultant – Employee Benefits

• Join our team as a National Accounts Manager and play a crucial role in driving premium growth and maximizing customer retention among accounts with over 5,000 lives
• Proactively identify and pursue opportunities, acting as a strategic and consultative partner focused on revenue generation and maintaining profitable relationships
• Lead renewal strategies, analyze customer data and claim trends, and collaborate across divisions—including Sales, Underwriting, Benefits, and Consulting to deliver tailored solutions
• Take charge of root cause analysis, customer metrics, strategic account planning, and help drive finalist meetings to secure business and ensure exceptional service
• Develop and execute innovative strategies to expand your account block, acting as a subject matter expert on tools, resources, and inforce capabilities
• Own customer relationships throughout their entire lifecycle—leading renewals, analyzing pricing and claim trends, and delivering tailored solutions that meet service expectations
• Drive the successful implementation of solutions and exceptional service delivery
• Understand competitors’ strengths and weaknesses, and continuously compete with fresh capabilities
• Leverage analytical insights with internal partners to enhance claims service, improve results, and boost satisfaction and retention
• Manage the logistics for impactful sales and customer presentations, keeping internal customer documentation up to date, and fostering strong business relationships at every organizational level

• A bachelor’s degree is required
• Requires 5+ years’ of demonstrated relationship management experience in the group insurance, benefits field
• Required professional licensure or certification: FLMI, CPDM and/or CEBS preferred
• Life and Disability insurance license for all states within the office’s assigned territory
• Occasional travel (such as for planning purposes, team building, or conferences) is required

Demonstrates expertise in relationship management within the group insurance and benefits field, leveraging analytical insights to drive customer retention and revenue growth. Proficient in strategic account planning, renewal strategies, and delivering tailored solutions to enhance customer satisfaction.

• Relationship Management
• Strategic Account Planning
• Customer Retention Strategies
• Analytical Insights
• Life and Disability Insurance License

• Root Cause Analysis
• Customer Metrics Analysis
• Claims Trend Analysis
• Revenue Generation
• Account Growth Strategies

• Consultative Partnering
• Collaboration
• Communication
• Problem Solving
• Customer Service

• FLMI
• CPDM
• CEBS

• Group Insurance
• Benefits Field
• Customer Lifecycle Management
• Renewal Strategies
• Competitor Analysis

• Sales Tools
• Customer Documentation Systems