Account Manager-Employee Benefits (Remote)
Full Time 75000 - 115000 USD per-year-salaryJob Overview
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Description
The Account Manager serves as the service relationship lead for Protective’s Employee Benefits Division (EBD) key accounts including employers, General Agents (GAs), and channel partners. This role is accountable for retention, satisfaction, and growth of assigned relationships through proactive engagement, data-driven insights, and collaboration with Sales, Underwriting, and Operations.
The Account Manager partners closely with In-Office Account Coordinators and Sales Leadership to deliver seamless post-sale experience, drive renewals, and identify cross-sell and expansion opportunities.
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
Description
The Account Manager serves as the service relationship lead for Protective’s Employee Benefits Division (EBD) key accounts including employers, General Agents (GAs), and channel partners. This role is accountable for retention, satisfaction, and growth of assigned relationships through proactive engagement, data-driven insights, and collaboration with Sales, Underwriting, and Operations.
The Account Manager partners closely with In-Office Account Coordinators and Sales Leadership to deliver seamless post-sale experience, drive renewals, and identify cross-sell and expansion opportunities.
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.
Collaboration & Enablement
Analytics & Planning
Qualifications/Education
- 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%.
Education & Experience
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Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.