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Insurance Relationship Manager

2 months ago

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

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

Key Responsibilities
  • Client Relationship Management: Serve as the primary point of contact for life and supplemental health clients with fewer than 3,000 employees, representing approximately $13 million in annual premium revenue.
  • Business Development: Analyze plan data and industry trends and develop a strategic plan for additional Securian solutions, services, and enhancements.
  • Client Communication: Interpret and communicate financial and service results to clients in a consultative manner.
  • Client Support: Respond to client inquiries and facilitate virtual and/or telephone meetings/presentations to clients and producers.
  • Team Collaboration: Participate in finalist meeting training and attend new sales and existing account finalist meetings.
  • Client Onboarding: Participate in new client implementations.
  • Client Retention: Achieve client satisfaction and retention goals consistent with the department goals.
Qualifications
  • Experience: 2+ years of experience in account management, customer service, or sales.
  • Communication Skills: Excellent verbal and written communication skills.
  • Problem-Solving Skills: Strong problem-solving skills - analytical, resourceful, and service-oriented.
  • Relationship Building: Demonstrated ability to develop and maintain strong relationships with clients and internal associates.
  • Organizational Skills: Organizational skills with the ability to balance workload to meet challenging volume, service, and quality standards.
  • Data Analysis: Ability to understand numerical data and identify trends.
  • Licensing: 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. During your first year of hire, you receive a prorated bank of personal days and vacation time depending on your month of hire.
  • 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 401(k) Retirement Plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent.
  • 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. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program, and more, we encourage you to support organizations important to you.
  • Associate Resource Groups: Build connections, be yourself, and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including mental wellness and disability, pride at Securian Financial, Securian Young Professionals Network, Securian Multicultural Network, Securian Women and Allies Network, and Servicemember Associate Resource Group.