Job Description
This role is 100% remote. You’ll stay connected to Pacific Life from your home office. As an Account Executive, you’ll play a key role in Pacific Life’s growth and long-term success by working with leaders in the Workforce Benefits division to meet established goals and objectives for the growth and persistency of our in-force block of business. Additionally, you will be responsible for ensuring an industry leading customer experience for our clients. Foster and manage relationships with policyholders and producers through responsive communication, prompt conflict resolution, and proactive outreach. Taking into consideration the needs of each client, act as a liaison between internal departments and the customer to meet desired objectives. Assess the client needs and maximize cross-selling opportunities for growth potential. Monitor renewal activity in partnership with the sales representative and underwriting. Strategically prepare renewals to retain the account. Gather underwriting data and claims experience for review to best communicate renewal actions. Manage to persistency goals for the allocated block of business. Assist with the enrollment process as it relates to the preparation of enrollment materials, conducting enrollment meetings, etc. Participate in finalist meetings as requested by the Field Sales team. Demonstrate proficiency in the group products sold by Pacific Life. Participate in ongoing industry and community activities to stay attuned to industry trends. Represent the company as needed with legislative platforms, industry events, community activities.
About Pacific Life
Our policyholders count on us to be there when it matters most, and we collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry.