Account Manager- Employee Benefits

Location California, United States
Experience level Experienced Hire
Job details sector Life & Savings Insurance
Apply before Permanent offer

This position is primarily to ensure a smooth transition from pre-sale (prospect identification, usage of SalesForce, quote preparation and presentation) to post sale implementation, followed by on-going account service as needed. Currently, we envision 3 distinct sales desks in 2016: One for the Eastern Region and the AXA Advisors, located in Jersey City, one for the Central Region and one for the Western Region in California.

Principal Responsibilities:

-       Develop and maintain excellent working relationship with brokers/AXA Advisors and customers.

-       Meet business growth targets and annual retention targets through cross & up selling, and customer loyalty goals through Customer satisfaction surveys with brokers and Benefit Administrators (BA).

-       Together with the Sales Executive review request for proposal and obtain any additional information that is needed from the broker and discuss with them the appropriate plan(s) to fit the client’s requests and review standard plan designs and generate accurate proposals.

-       During implementation the account service consultant needs to understand the sold case parameters up front so they can be engaged as necessary throughout implementation (less so on smaller end of market). Stays informed throughout the implementation so there is a smooth transition to the AM after implementation.

-       Once notification of sale is received from broker/sales executive, conduct expectation call with broker/customer, and prepare and send all case essentials to the broker/customer.

-       Meet time/quality metrics around the proposal and case implementation process.

-       Ensure always having high quality of data in Salesforce (CRM)

-       Responds to caller inquiries regarding company products, plan design, rates, procedures, and underwriting rules. Facilitate warm transfer of service issues to the appropriate service teams.

-       Demonstrate along the process proactive behavior and exercise initiative in solving problems.

-       Contribute to the delivery of timely sales-oriented support services, as requested by sales executives, account service consultants, and enrollment services management.

-       Evaluate activity with Sales Executives to identify hot prospects and target call activity.

-       Lead renewal strategy for each client and partner with the broker/AXA Advisor and Benefit Administrator (BA)

-       Understand AXA’s business processes, including underwriting guidelines, products and claims processing and work closely together with the TPAs

-       Drives favorable outcomes for clients, brokers, AXA Advisors, and others through effective internal partnering with IT/Operations and Product Development/Underwriting, along with outsourced TPA’s.


  • Minimum of 3 years of Group Insurance experience



  • College Education preferred
  • Ability to manage multiple tasks prioritizing effectively and work very detail oriented
  • Must be willing to take initiative to solve problems
  • Proven Customer service skills / Partnering with internal and external stakeholders
  • Ability to make decisions independently, requiring minimal supervision
  • Math Aptitude
  • Excellent oral and written communication skills (Phone skills)
  • Strong PC (Excel, Word, PowerPoint, Windows, Salesforce (CRM)) and keyboarding skills. Affinity to work with new and digitized tools.
  • Team player and collaborative and collegial personal style that embodies teamwork across many different operating units within AXA

NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.

We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA family.