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National Account Manager

Role overview

Qualifications

  • Bachelor’s Degree or equivalent experience required
  • Strong commitment to customer service and quality required
  • Excellent communication skills both oral and written
  • Strong working knowledge of Annuity Products

Responsibilities

  • Provide support of existing IMO’s at various levels
  • Establish and maintain strong working relationships with internal constituencies
  • Manage escalations and follow-up activity with IMO’s and their agents
  • Maintain strong and current knowledge of the annuity market

Key facts

Other skills

  • Customer Service
  • Operations
  • Organizational Skills
  • Communication
  • Social Skills
  • Detail Oriented
  • Collaboration
  • Problem Solving
  • Time Management

About the company

Group 1001 logo

Group 1001

Insurance

Group 1001 is a technology-driven financial services company with a mission to empower our customers, employees, and communities by making innovative products accessible to everyone. We strive to demystify how insurance and annuity products are purchased today by leveraging technology to provide intuitive financial solutions for all Americans. As part of our mission, we invest in strategic partnerships to connect with and transform communities through education and sports. As of September 30, 2022, Group 1001 had combined assets under management of $57.5 billion and comprises the following brands: Delaware Life, Gainbridge, Clear Spring Health, Clear Spring Insurance, and Clear Spring Life. Learn more at Group1001.com.

Company details

Company typeSME
IndustryInsurance
Company size501 - 1000

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Job description

Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001’s culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets – our employees.

Why this role matters...

The IMO (Independent Marketing Organization) National Accounts team is responsible for the support of initiatives to increase the sales of new business, grow assets under management and to improve customer loyalty.  Support will include initiatives to onboard new distributors, facilitate the new business process, provide appropriate marketing and operational materials, and to educate our partners on our various products and services. 

The National Account Manager will use their knowledge of our New Business and Service processes, the annuity marketplace, and our product features to aid and educate IMO marketers and agents to create an ease of doing business with Delaware Life Insurance Company (DLIC). 

This individual will work closely with Internal Sales Account Specialists, Delaware Life Marketing, and Operations to ensure that our intermediary customers’ needs are met.

How you'll contribute...

  • Provide support of existing IMO’s – at the leadership, marketer, back office and top agent level
  • Establish and maintain strong working relationships with internal DLM constituencies. 
  • Manage escalations and follow-up activity with IMO’s and their agents. 
  • Visit assigned IMO’s as needed. Maintain strong and current knowledge of the annuity market, with specific focus on the fixed and fixed indexed annuities. 
  • Partner with product and distribution on new strategic initiatives, such as new products, features and services in support of the company strategy. 
  • Partner with Distribution on new initiatives to expand distribution support and create an ease of doing business.
  • Extensive Travel required. 

What we are looking for...

  • Bachelor’s Degree or equivalent experience required.
  • Strong commitment to customer service and quality required. 
  • Candidate must be detail orientated with strong organization, presentation and prioritization skills.
  • Strong working knowledge of Annuity Products
  • Excellent communication skills both oral and written
  • Positive, can-do attitude and ability to see issues from multiple perspectives
  • Background in Operations/Financial Services experience preferred
  • Strong presentation and interpersonal skills required
  • BA/BS degree or 3+ years of equivalent experience required
  • Series 6 and 63 preferred (must be obtained within six months of start date)

Compensation:

Our compensation reflects the cost of labor across several U.S. geographic markets. The total compensation for this position ranges from $125,000/year in our lowest geographic market up to $300,000/year in our highest geographic market.  Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. 

Benefits Highlights:  

Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001’s benefits package. Employees (and their families) are eligible to participate in the Company’s comprehensive health, dental, and vision insurance plan options.  Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company’s Employee Assistance Program and wellness programs—no enrollment is required.  Employees may also participate in the Company’s 401K plan, with matching contributions by the Company.

 

Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals.  All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.

#LI-LG1 #LI-REMOTE

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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