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Pacific Life · 1 day ago

Sr. Account Manager - Workforce Benefits (Arizona)

United States

Full-time

Remote

Mid, Senior Level

$91K/yr - $112K/yr

3+ years exp

Pacific Life is a company focused on providing for loved ones and planning rewarding retirements. They are seeking a talented Account Executive to join their Workforce Benefits Division, responsible for managing relationships with policyholders and maximizing growth opportunities.

FinanceFinancial ServicesInsurance

Comp. & Benefits

Responsibilities

Foster and manage relationships with policyholders and producers through responsive communication, prompt conflict resolution, and proactive outreach

Taking into consideration the needs of each client, act as a liaison between internal departments and the customer to meet desired objectives

Assess the client needs and maximize cross-selling opportunities for growth potential

Monitor renewal activity in partnership with the sales representative and underwriting. Strategically prepare renewals to retain the account. Gather underwriting data and claims experience for review to best communicate renewal actions

Manage to persistency goals for the allocated block of business

Assist with the enrollment process as it relates to the preparation of enrollment materials, conducting enrollment meetings, etc

Demonstrate proficiency in the group products sold by Pacific Life

Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities

Qualification

Life & Health licenseAnalytical skillsRelationship managementSelf-reflectionPerformance orientationCommunication skillsIntegrity

Required

3+ years experience in group benefits in a sales or service role

4-year college degree or equivalent work experience is required

Ability to seek opinions of others, process feedback and take smart risks

A high degree of integrity and able to act in a transparent and consistent manner while always accounting for what is best for the organization

Self-reflective and aware of his/her own limitations; leads by example and drives the organization's performance with an attitude of continuous improvement

Mindset to enable breakthrough innovations and business models that create value for all stakeholders, continually challenging traditional approaches

Preferred

Strong performance orientation and drive for results

Strong analytical skills, with the ability to grasp complexities and perceive relationships among business and financial issues

Known for ability to respectfully and confidently collaborate and easily communicate with various stakeholders

Licensed to sell Life & Health products

Benefits

Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents

Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off

Paid Parental Leave as well as an Adoption Assistance Program

Competitive 401k savings plan with company match and an additional contribution regardless of participation