Overseeing strategy, management, and retention for a complex, high-revenue client portfolio.
Align account strategies with client goals, business needs, and desired outcomes.
Driving client satisfaction, adoption, engagement, and business outcomes.
Building and leading teams focused on strategic client/broker relationship management.
Managing multiple client relationships and large-scale projects.
Negotiating complex contracts with external partners and clients.
Developing and building meaningful relationships across internal teams and stakeholders.
Advocating to ensure business readiness and client success.
Conducting Quarterly and Annual Client Business Reviews.

5+ years of direct Client/Broker Relationship management experience.
Bachelor’s degree or higher in related discipline.
Excellent communication, relationship development, negotiation, and issue resolution skills with C-Suite Executives.
Compelling analytical skills with the ability to translate data into actionable insights.
Experience in managing pricing strategies and financial modeling.
Experience leading innovative and effective client engagement strategies.
Proficient in communication, business, financial expertise, and executive presence.
Experience in HR services, outsourcing, business management, or disability, absence, and healthcare.

Director, Client Management

Key skills