Account Representative - Employee Benefits

October 11

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Transamerica

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Insurance • Investments • Retirement

5001 - 10000

Description

• Responsible for the sale, distribution and support of the Employee Benefits product portfolio through identified channels managed by the organization. • Develops and maintains long-term relationships with key accounts and producers that align with growth strategies. • Promote sales solutions and enhance the consumer buying experience through a needs-based approach, including cross-sell VP products to existing health clients. • Provide sales assistance and marketing support for new and established distribution relationships. • Deliver orientation, operations and systems training to general agents and support staff as needed. • Handle large account client management. • Focus on management and growth of existing block of business and increase in client and policyholder persistency. • Measure satisfaction and persistency of the in-force book and implement relationship management strategies which drive customer engagement; implement a renewal management and cross-sell strategy that ensures customer satisfaction resulting in long-term persistency of in-force book of business and returns expected sales results. • Assist administrative/operational partners with complex problem resolution to ensure key account customer satisfaction. • Keep abreast of industry and consumer trends in related markets, channels and products.

Requirements

• Bachelor’s degree in a business related field or equivalent experience. • Three years of sales or customer service experience. • Understanding of employee benefits marketplace, including development of benefit packages, enrollment methods, eligibility management and termination procedures. • Understanding of the broker/agent distribution channel (for health: including Affordable Care Act (ACA), MEC, MVP and 60% AVP plans). • Understanding of the employee experience in enrollment and the use of voluntary, supplemental and primary medical insurance purchased through an employer. • Communication and presentation skills. • Relationship-building and interpersonal skills. • Proficient with MS Office (Word, Excel, PowerPoint, Outlook).

Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service. • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. • Adoption Assistance • Employee Assistance Program • College Coach Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs • Peer Recognition Program (BRAVO)