Group Relationship Management, Vice President

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives!

Job Summary

The purpose of this role is to elevate the impact of our Sales Support and Account Management teams and further strengthen their contribution to the organization’s growth strategy. This leader will build on a strong foundation, helping the teams expand their role as strategic partners to sales and deepen their influence on both client outcomes and business performance.

Sales Support plays an important role in enabling the sales organization, and this position will help evolve the function to operate even more closely as an extension of the sales team—enhancing effectiveness, responsiveness, and overall impact. In parallel, Account Management has a meaningful opportunity to grow its contribution to revenue generation by expanding its focus on relationship development, retention, and identifying growth opportunities within the existing book of business. By doing so, the leader will drive increased contribution to both top-line growth and bottom-line performance, while positioning the team to play an even more integral role in the organization’s long-term success.

Key Responsibilities

1. Drive Growth and Retention Across the Existing Block of Business
   
   • Lead a forward-looking Account Management strategy that maximizes the value of the existing book of business. This includes strengthening broker relationships, improving persistency, and identifying opportunities for upsell and cross-sell. Through proactive account planning and disciplined execution, you will drive sustainable revenue growth and deepen market engagement.
2. Build, Develop, and Lead a High-Performing Team
   
   • Cultivate a best-in-class Sales Support and Account Management organization. You will support team performance through coaching, capability development, and clear role alignment. This role requires a strong people leader who can inspire excellence and align the team to continue to deliver measurable business outcomes.
3. Enhance Broker and Customer Experience
   
   • Champion a service model that is responsive, accurate, and consultative. You will ensure that your teams consistently deliver high-quality experiences that build broker trust, increase customer satisfaction, and differentiate the organization in a competitive marketplace.
4. Drive Operational Excellence and Scalable Processes
   
   • Lead continuous improvement efforts across workflows, reporting, and service delivery models. By optimizing processes and strengthening cross-functional coordination, you will improve efficiency, scalability, and consistency—enabling the organization to grow effectively.
5. Support Strategic Transformation and Organizational Change
   
   • Play a key role in modernizing the Employee Benefits business. Partner on the implementation of new technologies, processes, and organizational initiatives, ensuring your teams are prepared to adapt, evolve, and support future growth and product expansion.

Success Metrics

• Increased Account Management contribution toward target (25%+ of sales)
• Improved client retention and persistency rates
• Growth in cross-sell and upsell revenue
• Enhanced broker and customer satisfaction scores
• Continued improvement in team productivity and effectiveness

What You’ll Need for Success

• Bachelor’s degree required
• MBA in Business, Finance, or related field preferred
• Professional certifications preferred
• CEBS, CLMS, CLU, ChFC
• Minimum 5 years of Employee Benefits experience, including leadership responsibility
• Proven ability to build, coach, and transform teams
• Strong performance management and accountability mindset
• Change management and organizational transformation expertise
• Strong Expertise managing Employee Benefit products
• Exceptional verbal and written communication
• Ability to simplify complex benefits and operational concepts
• Demonstrated success:
• Driving retention and persistency strategies
• Cross-sell and upsell growth within existing clients

Salary Band: S07

This selected candidate will be expected to work fully remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team building and collaboration.

Consistent with applicable pay transparency laws, we disclose the compensation range for this position: $137,500 - $217,500 annually. Actual compensation will be determined by factors such as education, experience, geographical location, and other job-related factors permitted by law. In addition to base pay, this role is eligible for an annual incentive program.

We offer a comprehensive total rewards package designed to support you both at work and at home. Full‑time and part‑time associates working 30 or more hours per week are generally eligible for benefits, including but not limited to:

• Medical & prescription, dental, vision insurance
• Health Savings Account & Flexible Spending Accounts
• Paid Time Off
• 10 weeks 100% paid parental leave (after completing 12 months of employment)
• 401(k) Plan with company match
• Pension Plan
• Company paid life & disability insurance
• Wellness Program & Company paid employee assistance program
• Clinic access subject to location* (*Indianapolis, Charlotte, Cincinnati)

If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.

Selected employees must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. 

Disclaimer:  American United Life Insurance Company (“OneAmerica Financial”) is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee based on race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally recognized protected basis under federal, state, or local law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.