Pacific Life

Account Manager

Tennessee, United States

Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries

Requirements

Candidates must have over 3 years of experience in group benefits sales or service, a license to sell Life & Health products in their territory, and a 4-year college degree or equivalent work experience. They should possess strong performance orientation, drive for results, analytical skills, integrity, self-awareness, and a mindset for innovation. The ability to seek opinions, process feedback, take smart risks, collaborate respectfully, and communicate effectively with stakeholders is also required.

Responsibilities

The Account Executive will foster and manage relationships with policyholders and producers by providing responsive communication, resolving conflicts, and conducting proactive outreach. They will act as a liaison between internal departments and customers to meet objectives, assess client needs, and maximize cross-selling opportunities. Responsibilities include monitoring renewal activity, preparing renewals strategically, gathering underwriting data and claims experience, managing persistency goals, assisting with the enrollment process, and participating in finalist meetings. The role also involves demonstrating proficiency in group products and representing the company at industry and community events.

Skills

Account Management
Relationship Management
Customer Service
Sales
Underwriting
Conflict Resolution
Communication
Cross-selling

Pacific Life

About Pacific Life

Newport Beach, CaliforniaHeadquarters
1868Year Founded
$189.4MTotal Funding
N/ACompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Paid Vacation
Paid Parental Leave
Adoption Assistance
401(k) Retirement Plan
401(k) Company Match

Risks

Increased competition in annuities market from companies like Prudential and MetLife.
Potential financial exposure from significant real estate investments.
Integration challenges with Selerix could affect customer satisfaction.

Differentiation

Pacific Life partners with T. Rowe Price for innovative Lifetime Income solutions.
Recognized as a top community-minded company, enhancing brand reputation and trust.
Real-time integration with Selerix improves benefits administration accuracy and efficiency.

Upsides

Lifetime Income solution attracts clients seeking secure retirement options.
Enhanced annuity products offer flexibility and growth, increasing product attractiveness.
Strong real estate financing position opens more sector opportunities.

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