POSITION PURPOSEManages, plans and implements a block of highly, complex, large group accounts to meet specified targets and service accounts to expand the business and meet corporate and divisional sales/renewal objectives by acting as a consultant to strategic accounts, retaining and selling all lines of business (health and ancillary) and retaining, servicing and upgrading existing group accounts, and working closely with the assigned account executive as the primary project manager to develop tactical plans and execute the account strategy developed.
Analyzes client needs in order to develop, design and recommend or implement product improvements or additions and makes presentations to producers and existing customers by providing a comprehensive analysis of benefits and rates, introducing and selling ancillary products to increase product offering in group health accounts and recommending additional coverage to existing groups and brokers to increase to specified targets and divisional and/or corporate goals.