Account Manager, Stop Loss - Western US

Symetra
United States
Workplace: HybridFull timeUSD 32.8 - 54.64 hourlyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: high_schoolSkills: ["Consultative client servicing","Partnership building","Proactive client contact","Analytical skills","Organizational skills"]

Manage day-to-day service for existing Stop Loss accounts while supporting new and renewal business goals alongside sales. You’ll proactively partner with brokers, clients, underwriting, and Home Office teams—handling inquiries, monitoring reporting and premium remittances, and leading the renewal process. Own onboarding and installation of new accounts, including demonstration of the Group Online (GO) portal, and mentor the RFP Analyst team to deliver a consistent quoting and customer experience.

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FursaFursa
Symetra
Symetra
6 days ago

Account Manager, Stop Loss - Western US

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Manage day-to-day service for existing Stop Loss accounts while supporting new and renewal business goals alongside sales. You’ll proactively partner with brokers, clients, underwriting, and Home Office teams—handling inquiries, monitoring reporting and premium remittances, and leading the renewal process. Own onboarding and installation of new accounts, including demonstration of the Group Online (GO) portal, and mentor the RFP Analyst team to deliver a consistent quoting and customer experience.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage overall service experience and customer needs for existing accounts through proactive outreach with brokers and clients (calls, emails, conference calls, webinars).
  • •Monitor account claim reporting requirements and premium remittances, and upload information into the Employer Excess Loss platform.
  • •Respond to client inquiries and proactively identify potential client concerns to ensure positive outcomes.
  • •Lead the renewal process to retain active and profitable accounts in collaboration with the Regional Sales Manager, Underwriting, and Broker partners.
  • •Lead new client orientation, onboarding, and installation of accounts from point of sale through delivery of the contract, including demonstrating the Group Online (GO) portal and mentoring the RFP Analyst (RA) team.

Pay and Benefits

Salary: USD 32.8 - 54.64 hourly
Perks:401kPaid Leave

Key Requirements

  • •High school diploma required.
  • •3 years of related work experience required.
  • •Must have (or acquire within 6 months of start) a Resident Life/Health license.
  • •Demonstrate a consultative approach when servicing clients and business partners.
  • •Establish a proactive client contact strategy and maintain productive partnerships with internal partners to manage customer relationships.
Experience:3+ years
Education:High School
Skills:Consultative client servicingPartnership buildingProactive client contactAnalytical skillsOrganizational skills
Licenses:Resident Life/Health license
Tech Stack:Employer Excess Loss platformGroup Online (GO) portal

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Symetra
Provides life insurance, annuities, retirement solutions, and employee benefits to individuals, employers, and financial institutions. Symetra focuses on protecting financial futures through insurance products and retirement services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Headquarters: Bellevue, United States
Founded: 1957
WebsiteLinkedIn