Account Manager – Employee Benefits

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November 17

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Protective Life

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Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

1001 - 5000 employees

Founded 1908

💸 Finance

📋 Description

• 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.

🎯 Requirements

• Exceptional relationship management and client-facing communication skills. • Strong analytical acumen and proficiency with CRM, Excel, and PowerPoint. • Ability to balance strategic planning with tactical execution. • Proven success managing high-value relationships within group insurance or employee benefits. • Highly collaborative, organized, and adaptable in a matrixed environment. • Bachelor’s degree or equivalent experience. • 5+ years in Account Management, Sales, or Relationship Management within Employee Benefits or Insurance. • Prior experience supporting brokers, GAs, or channel partners strongly preferred. • Ability to travel up to 40%.

🏖️ Benefits

• comprehensive health, dental and vision insurance • mental health benefits • employee assistance program • paid time off • paid parental leave • short-term disability • cultural observance day • contributions to healthcare accounts • pension plan • 401(k) plan with Company matching • ProHealth Rewards platform for improving wellbeing