Senior Account Manager

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Senior Marketing Advisors is a leading player in the Medicare industry, committed to providing top-notch services and solutions to our broker distribution partners. We are seeking a dynamic and results-driven Senior Account Manager to join our team.

Your primary focus will be on helping our agents and agencies achieve their sales goals, ensuring all contracts are aligned with our organization, and fostering a collaborative environment. You will work closely with dedicated Account Management Support Specialists to streamline administrative tasks, enhance overall efficiency and ensure our partners are receiving the best customer service.

Every day, you'll have new and exciting opportunities to make life brighter for those we serve - who are at the heart of everything we do. Your attention to detail, highly analytical, excellent project management skills and personable demeanor will positively influence outcomes.

Job Description

Key Responsibilities:

Relationship Management and Communication:

• Act as a leader for the team in cultivating and maintaining collaborative relationships with broker distribution agencies and agents.
• Serve as the main point of contact, addressing inquiries, resolving issues, and ensuring overall partner and agent satisfaction.
• Communicate to our assigned downlines product, market, & industry updates.
• Send regular announcements to keep partners informed and engaged.

Sales Growth:

• Collaborate with partners to understand their business goals and develop strategies to help them achieve sales targets.
• Provide guidance and support to ensure partners maximize their sales potential within our organization.
• Audit sales results and determine what is effective, identify where opportunities exist & trends.
• Improve performance by providing targeted, constructive feedback to agents/agencies.
• Support and manage distribution and direct channels
• Identify and capitalize on opportunities to expand product offerings within partner organizations.
• Support our partners with their grassroot and lead generation activities.

Contract Integration:

• Oversee the onboarding process for new partners, ensuring all contracts are properly integrated into our systems and align with organizational standards.
• Work closely with contracting and commissions teams to facilitate a smooth contractual process while remaining the single point of contact for the partner.

Training and Development:

• Develop and implement training programs to educate partners on our products, services, and sales processes.
• Provide ongoing support and resources to enhance the knowledge and skills of partner teams.
• Maintain awareness of industry, company, competitor, legislative and regulatory activities.
• Stay informed on industry trends, carrier products, and requirements.
• Manage compliance expectations and provide appropriate coaching when complaints or grievances are filed.

Internal Collaboration and Administration:

• Provide guidance and training to Account Manager Support Specialists to maximize their career growth and performance.
• Work closely with Account Management Support Specialist to streamline administrative processes, ensuring efficient handling of documentation and client interactions, and communication of all necessary reports.
• Lead the improvement of operations, decrease turnaround times, streamline work processes and works cooperatively and jointly to provide quality seamless customer service.
• Effectively communicate and problem solve with appropriate internal teams to resolve partner issues while remaining the single point of contact externally.
• Collaborate with leadership to plan seasonal campaigns and provide forecasts.
• Ensure account data is up to date and accurate in Salesforce.
• Hold weekly/bi-weekly meetings with agency operations team.
• Attend regional carrier meetings as needed.
• Assist with any additional responsibilities to hit corporate objectives as needed.

Key Performance Indicators:

• This role includes a base salary with a potential bonus earning opportunity.

Requirements and Skills:

• Bachelor's degree from a four-year college or university in Business Administration, Marketing or a related field (preferred) or equivalent experience
• 7+ years insurance sales experience. Account Manager experience with managed care or carrier experience preferred.
• Health & Life Insurance License
• Strong organizational and time management skills
• Ability to work autonomously and have a strong team-orientation mindset
• Quick learner with strong problem-solving skills
• Excellent written and verbal communication, presentation, negotiation and influencing skills
• Self-starter who works independently with minimal supervision
• Excellent organizational ability with demonstrated mastery of planning
• Expertise in executing strategy for marketing and selling health insurance
• Proficiency with Microsoft Suite, Google Suite, Conferencing Tools, and Salesforce
• Comfortable with learning new technologies quickly
• Enthusiastic team player who cultivates a positive work environment
• Comfortable working in fast-paced environment
• Customer-service oriented
• 25% travel requirement
• 72 hours in office weekly requirement

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The physical demands required while performing the duties of this job include:

• Required to use hands, fingers, arms, standing 7-8 hours throughout the day
• Occasionally, may be required to bend, and/or lift up to 20 lbs.