American Fidelity ยท 14 hours ago
Senior Account Relations Coordinator
Riverside, CA
Full-time
Onsite
Mid, Senior Level
$82K/yr - $125K/yrAmerican Fidelity Assurance is a family-owned life insurance company that has been in operation since 1960. The Senior Account Relations Coordinator is responsible for building and maintaining strong relationships with VIP and high-profile employer groups, providing dedicated support and issue resolution, and ensuring a positive customer experience through effective communication and training.
Financial ServicesHealth InsuranceInsuranceLife Insurance
Responsibilities
Focus on growing and maintaining existing Business to Business accounts by one-on-one sales of worksite insurance products and services to the community
Consult with current customers to provide value and meet financial needs
Build strong relationships with customers and association executives
Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations
New account development opportunities
Facilitate interaction through meetings, email and/or calls between all levels of employer personnel, and internal groups including, but not limited to, billing processors, billing leadership, field leadership, field reps, ECs and ISD
Facilitate training with field staff on standard billing practices, systems, and other processes to build understanding and confidence, and communicate any changes and updates as necessary
Plan, schedule and execute consistent check ins with assigned employer groups, in person and virtually, to build and maintain effective relationships
Attend pre- and post-enrollment meetings, on site or virtually, as necessary to ensure smooth transition from enrollment to year-round support
Conduct presentations at various group events by utilizing knowledge of products & services to represent the company in a positive way
Qualification
Required
Responsible for selling worksite insurance products and services in a defined sales territory with an existing customer base
Build strong, long-term relationships with businesses
Develop specific, needs-based recommendations for employees
Highlight the benefits of American Fidelity's insurance portfolio
Focus on growing and maintaining existing Business to Business accounts
Consult with current customers to provide value and meet financial needs
Build strong relationships with customers and association executives
Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations
New account development opportunities
Provide dedicated support and issue resolution to VIP and high-profile employer groups
Act as a liaison between employer groups and key internal departments
Ensure a positive experience year-round
Provide solutions that meet customer needs
Improve account retention and maintain business goals
Offer training and support to both internal and external customers
Facilitate interaction through meetings, email and/or calls
Facilitate training with field staff on standard billing practices, systems, and other processes
Plan, schedule and execute consistent check ins with assigned employer groups
Attend pre- and post-enrollment meetings, on site or virtually
Conduct presentations at various group events
Benefits
Company car with gas card
Paid travel expenses (company credit card)
401k with company match
Comprehensive benefit package including multiple medical, dental, vision and supplemental insurance plans.
Company
American Fidelity
American Fidelity is a life and health insurance company.
Founded in 1960
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Elizabet Narciandi
Executive Director
Recent News
2025-12-10
2025-11-19
2025-10-23
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