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About the Role
As a Relationship Manager in Group Benefits, you will partner with the Sales team and broker partners to deliver solutions to mid-market account groups, helping them build and protect their business and financial security. You will act as an industry expert and consultant while driving profitable revenue growth through customized strategies.
Responsibilities
- Profitably retain and grow an assigned block of in-force group business
- Deliver a strategic relationship plan including quarterly and annual goals
- Handle complex service issues, plan amendments, and expert renewal analysis
- Provide functional leadership by training, mentoring, and onboarding Client Relationship Consultants
- Deliver training on products and services to broker partners
Requirements
- Bachelor’s degree or equivalent
- 8+ years of related account management experience
- Ability to acquire and maintain all required state licenses within 90 days
- Ability to maintain confidentiality
- Ability to travel up to 25% of the time for face-to-face customer and broker interactions
- Must be authorized to work in the United States without sponsorship
Skills
- Persuasion
- Organizational skills
- Problem-solving
- Presentation skills
- Listening skills
- Oral and written communication
- Analytical skills
- Intermediate computer skills
- Leadership
- Time management
- Judgment
- Financial analysis
- Decision-making
- Attention to detail
Location
- Portland, OR
- Seattle, WA
- San Francisco, CA
- Remote
Work Type
- Remote
- Full-time
Experience Level
- 8+ years
Education Level
- Bachelor’s degree or equivalent
Salary/Compensations
- $103,400 - $152,400 per year
Benefits
- Flexible Time Off (FTO)
- Pension eligible
- Comprehensive benefit offerings for physical, financial, and social well-being
About the Company
- Principal operates at the intersection of financial services and technology to help customers live better lives.
- A purpose-led firm with a mission to make financial security accessible to all.
- A trusted leader in the industry for more than 140 years.
Equal Opportunity
- Principal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.