Account Manager - Worksite Business
Apply NowCompany: eFinancial
Location: Des Plaines, IL 60016
Description:
Job Summary
Fidelity Life Association (FLA) is an Illinois-based life insurance company and subsidiary of iA Financial Group, one of the largest insurance and wealth management groups in Canada, with US operations, over $219B in assets under management and 9,000+ employees.
In addition to being one of the premier direct term life writers in the US, FLA manufactures and distributes LifeTime Benefit Term (LBT), a proven, competitive permanent life with long-term care (LTC) group product, supported by a turn-key administrative capability, experienced team and very strong marketplace demand for voluntary employee benefits.
Capitalizing on over 17+ years of tremendous success with LBT, FLA is now expanding its breadth through select distribution partnerships. FLA seeks other voluntary benefits professionals for key roles to support its growth strategy. As a member of the Worksite Business team, you will have a visible role and direct contribution as FLA takes LBT to the next level.
Reporting to SVP of Worksite Revenue Operations & Strategy, the Account Manager, Worksite Business, will be responsible for timely and successful delivery of post-enrollment solutions to improve the experience for partners and their employer clients. The Account Manager will oversee case setup and own the service, support and stewardship of LBT partnerships.
Key Responsibilities:
None; Life & Health licenses desirable, but not required
Skills:
We believe in taking care of our employees and their families. We offer a comprehensive benefits package designed to support your health, well-being, and financial future. Here's a look at what we provide:
EEOC/Other: eFinancial/Fidelity Life Association is an equal opportunity employer and supports a diverse workplace. As an eFinancial/Fidelity Life employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Fidelity Life Association (FLA) is an Illinois-based life insurance company and subsidiary of iA Financial Group, one of the largest insurance and wealth management groups in Canada, with US operations, over $219B in assets under management and 9,000+ employees.
In addition to being one of the premier direct term life writers in the US, FLA manufactures and distributes LifeTime Benefit Term (LBT), a proven, competitive permanent life with long-term care (LTC) group product, supported by a turn-key administrative capability, experienced team and very strong marketplace demand for voluntary employee benefits.
Capitalizing on over 17+ years of tremendous success with LBT, FLA is now expanding its breadth through select distribution partnerships. FLA seeks other voluntary benefits professionals for key roles to support its growth strategy. As a member of the Worksite Business team, you will have a visible role and direct contribution as FLA takes LBT to the next level.
Reporting to SVP of Worksite Revenue Operations & Strategy, the Account Manager, Worksite Business, will be responsible for timely and successful delivery of post-enrollment solutions to improve the experience for partners and their employer clients. The Account Manager will oversee case setup and own the service, support and stewardship of LBT partnerships.
Key Responsibilities:
- Serve as the liaison between external partners, their distribution teams and FLA
- Collaborate with FLA Implementation Management to facilitate transition of on-going LBT billing, reporting or other employer group / insured support
- Coordinate annual LBT re-enrollment activities and FLA involvement as needed
- Contribute to retail broker account reviews with employer groups, as requested
- Oversee resolution of partner, retail broker, enrollment firm or employer group concerns, including risk identification, improvement opportunities or action plans
- Support senior leadership with evaluating account health and strategic planning
- Build trust-based, consultative relationships with distribution partners and home office staff
- Attend distribution partner, retail broker and/or employer group meetings & presentations as needed
- Bachelor's Degree or equivalency preferred; relevant work experience may substitute
- 3+ years benefits / insurance industry experience; worksite life with LTC insurance experience a plus
- Fluency with benefits terminology, product or plan designs, case setup lifecycle & billing
- Familiarity with enrollment platforms and technology (e.g., Selerix, Employee Navigator, bSwift, etc.)
- Ability to travel up to 30% as needed
None; Life & Health licenses desirable, but not required
Skills:
- Experience with voluntary benefits lifecycle & products, including terminology, enrollment methods, plan designs, implementation, billing & servicing activities; familiarity with voluntary life products a plus
- Client-service mindset, including a desire to put the needs of partners above oneself
- Excellent interpersonal & communication skills, including ability to tailor messaging for a varied audience (internal, external) or seniority
- Ability to multi-task across multiple simultaneous enrollments, issue resolution or stewardship activities
- Outstanding attention to detail with a focus on accuracy
- Capability to work hands-on and influence decision-making in collaboration with cross-functional teams and leadership
- Cultural awareness and sensitivity
We believe in taking care of our employees and their families. We offer a comprehensive benefits package designed to support your health, well-being, and financial future. Here's a look at what we provide:
- Salary: $100,000-$130,130
- Medical Insurance: Choose from a variety of plans to fit your healthcare needs.
- Dental Insurance: Coverage for preventive, basic, and major dental services.
- Employer-Paid Vision: Comprehensive eye care coverage at no cost to you.
- Employer-Paid Basic Life and AD&D Insurance: Peace of mind and additional protection.
- Employer-Paid Short-Term and Long-Term Disability Insurance: Financial support in case of illness or injury.
- 401(k) Plan: Save for your future with a company match to help you grow your retirement savings.
- PTO and Sick Time accrue each pay period: Take time off when you need it
- Annual Bonus Program: Performance-based bonus to reward your hard work.
EEOC/Other: eFinancial/Fidelity Life Association is an equal opportunity employer and supports a diverse workplace. As an eFinancial/Fidelity Life employee, you will be eligible for Medical and Dental Insurance, Health Savings Accounts, Flexible Spending Accounts (Health, Dependent Care & Transit), Vision Care, 401(K), Short-term and Long-term Disability, Life and AD&D coverages.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.