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Account Manager

2 months ago

Andover, Minnesota, United States Securian Financial Group Full time
About the Role

We are seeking a highly skilled and experienced Account Manager to join our team at Securian Financial Group. As an Account Manager, you will be responsible for developing and maintaining strong relationships with our mid-market Group insurance clients, creating long-term partnerships and ensuring a high level of satisfaction and retention.

Key Responsibilities
  • Serve as the primary Account Manager for life and supplemental health clients with fewer than 3,000 employees, representing approximately $13 million in annual premium revenue.
  • Analyze plan data and industry trends and develop a strategic plan for additional Securian solutions, services, and enhancements.
  • Interpret and communicate financial and service results to clients in a consultative manner.
  • Respond to client inquiries and facilitate virtual and/or telephone meetings/presentations to clients and producers.
  • Participate in finalist meeting training and attend new sales and existing account finalist meetings.
  • Participate in new client implementations.
  • Achieve client satisfaction and retention goals consistent with the department goals.
  • Co-management of large clients - serving as primary in-house resource and support to Client Relationship Advisors.
  • Serves as the day-to-day contact for the client, attending meetings, responding to client requests, assisting with projects, and working on annual stewardship materials.
  • Assist with projects related to team development, client service, and department initiatives.
  • Maintain relationships with our Channel Partners.
Requirements
  • 2+ years of experience in account management, customer service, or sales.
  • Excellent verbal and written communication skills.
  • Strong problem-solving skills - analytical, resourceful, and service-oriented.
  • Demonstrated ability to develop and maintain strong relationships with clients and internal associates.
  • Organizational skills with the ability to balance workload to meet challenging volume, service, and quality standards.
  • Ability to understand numerical data and identify trends.
  • Ability to pass life/health licensing exam within 6 months.
What We Offer
  • Paid time off: We want you to take time off for what matters most to you.
  • Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement, and military leave.
  • Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company.
  • Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners, and children - are eligible for medical, dental, and vision coverage.
  • Volunteer time: We know the importance of community.
  • Associate Resource Groups: Build connections, be yourself, and develop meaningful relationships at work through associate-led ARGs.