Key Account Manager

The Key Account Manager works in a consultative manner and assumes overall responsibility for managing accounts to ensure revenue goals are achieved. This role proactively manages renewal and upsell opportunities throughout their lifecycle while balancing the needs of the customer with those of the organization. The position remains focused on the strategic management of the account portfolio while also managing day-to-day service requirements.

Success in this role depends on building strong relationships with customers and brokers to drive alignment, retention, and improved outcomes for all stakeholders.

We are hiring for multiple Key Account Manager positions across the United States.

• Maintains and grows the revenue base through upselling, account retention, and improved financial outcomes at renewal.
• Strategically and proactively manages accounts to drive the right solutions, balancing the needs of the client and those of the business.
• Creates renewal strategies and rate recommendations based on financial analysis, with an eye toward crafting solutions that are win-win-win.
• Manages the pipeline with a 2+ year outlook and drives opportunities for revenue growth.
• Applies analytical skills and leads deal strategy based on comprehensive market knowledge in collaboration with cross-functional peers.
• Creates effective presentations and conducts impactful business reviews that help existing customers understand the value of our products.
• Acts as the primary point of contact and liaises with customers and internal teams to ensure an exceptional customer experience.
• Through effective collaboration, coordinates account service and successfully develops high-quality partnerships with external stakeholders.
• Resolves customer concerns in a timely manner and brings creative solutions, including identifying opportunities to expand or enhance services and processes to benefit all stakeholders.
• Performs other duties as assigned.

• 2+ years of experience in employee benefits and a bachelor’s degree.
• Advanced business math and analytical skills with the ability to position financial outcomes that contribute to revenue goals across an assigned portfolio.
• Excellent consultative selling and negotiation skills with the ability to influence decision-makers.
• Strong time management skills and experience managing overlapping projects under tight deadlines.
• Ability to meet specific deliverables in an environment of tight deadlines and considerable pressure.
• Ability to work independently and resourcefully with minimal oversight.
• Excellent written and verbal communication skills, with particular strength in formal business presentations.
• Ability to effectively communicate with all levels of the organization in a collaborative environment.
• Advanced problem-solving skills with the ability to work cross-functionally to resolve issues and generate results.
• Outstanding attention to detail and strong organizational skills.
• Ability to travel up to 30%, including overnight travel; use a personal vehicle; and cover related expenses until reimbursed.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, and Teams) and CRM software (Salesforce).
• Must possess a valid driver's license and successfully pass a motor vehicle record check. A generous car allowance is provided. Maintaining automobile liability insurance with limits of $250,000/$500,000 is required.
• A state life and health producer license is required within 90 days of hire.

Base Pay Information

Pay Grade 20. $72,084 - $150,995

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