• Account Mgr - GSI

    Location US-OR-Portland
    Posted Date 1 month ago(11/6/2018 1:30 PM)
    # Positions
    Req #
  • Overview

    If you want to make a positive difference and stand out from the crowd, you’ll fit in at The Standard (www.standard.com). Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way.


    Support business growth, profitability and retention by developing and maintaining an effective account management strategy for assigned accounts.   Assigned accounts will typically include complex and complicated plan designs, sensitive or problematic administrative issues, multiple divisions and locations or accounts assigned to key MGA’s and producers.  Independently manage ambiguous and complex customer service issues. Act as informal leader to mentor GSI account team supporting assigned accounts. 


    Develop and manage effective primary relationships with key MGA’s, producers, direct employer accounts and policyholders through frequent professional contact, expert negotiation, responsive communication, problem resolution and meeting customer expectations.  Work with accounts to understand their concerns and needs and independently act as liaison between home office departments and the customers to initiate plan improvements and resolve complex administrative inconsistencies.  Prior to each renewal, organize a meeting with key identified accounts to present an analysis of claims experience and/or review the adequacy of the contract in order to recommend coverage increases.  When plan design increases are requested, manage the sales process ensuring receipt of all amendments and documents are received and documented for assigned accounts. 

    Responsible for providing overall exceptional customer experience to assigned account block. Impart a strong customer service viewpoint and present effectively tailored communications with a variety of external partners.  Provide technical assistance, on-going support and knowledge to clients and partners to assist them in successfully managing their account. Possess excellent written, verbal and in-person communication skills.  Build strong relationships with internal partners.  Responsible for proactive escalation and communication on all accounts assigned which are at risk of not following timelines or meeting deliverable dates.  Must provide heightened proactive and excellent service to accounts identified as “at-risk”.  Develop and execute a customized conservation strategy when large strategic accounts terminate.  

    Partner with assigned GSI underwriter, monitor renewal activity and prepare to present renewals with a customized strategy to retain and, when appropriate, increase the offer.  In preparation, gather census data, review claims experience, review the recommended renewal action and prepare a summary justifying the renewal and recommending changes if appropriate.   Negotiate plan design increases with Regional Director or GSI Sales Representative.  Aggressively pursue opportunities to improve profitability, organic growth and retention.

    Work closely with the GSI Sales Consultants to flawlessly implement new GSI accounts.  Lead and coordinate the submission, set up and installation of assigned inforce accounts with the employer, MGA, producer and home office.  Facilitate the new account enrollment process for smaller accounts, which may involve quoting, preparation of enrollment materials, and conducting Docusign enrollment campaigns.  Partner with GSI Sales Consultant on new account implementation calls.  

    Serve as mentor and informal leader with all service and sales employees in the office on service issues. Participate in department process or service improvement projects as a subject matter expert.  Contribute ideas to improve own department or partner department process or service standards.  Train peers in organization on process and best practices.



    Education: Education: Bachelor’s degree in Marketing, Business or related field.


    Experience: Experience:  Minimum three to five years of progressively responsible work experience in insurance administration, benefits, underwriting or actuarial areas; proven ability to develop effective business relationships and communicate with diverse audiences in many different settings using multiple media; problem solving and decision making consistent with company objectives, or the equivalent combination of education and/or relevant experience.   Working knowledge and experience in Salesforce & Docusign preferred


    Professional certification required: none


    Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.


    For more information regarding your Equal Employment Opportunity applicant rights, click  here.


    Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871.  This number is only for the use of individuals with disabilities who need accommodation with the application process.  General inquiries about application status will not be addressed.


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