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Protective Life · 1 month ago

Account Manager-Employee Benefits (Remote)

United States

Full-time

Remote

Mid, Senior Level

$75K/yr - $115K/yr

5+ years exp

Protective is committed to helping protect customers against life’s uncertainties. The Account Manager for Employee Benefits is responsible for managing key accounts, ensuring retention and satisfaction, and collaborating with various teams to enhance customer experience and drive growth.

FinanceFinancial ServicesInsurance

Responsibilities

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

Qualification

Relationship managementCRM proficiencyAnalytical acumenAccount Management experienceCommunication skillsCollaboration skillsOrganizational skillsAdaptability