design, build, and lead the Employee Benefits (EB) client service and relationship management model across both the pre-sale and post-sale lifecycle.
oversee Client Managers, Renewal Specialists, and Sales Support—establishing a modern, digitally enabled, high-touch service model that maximizes client retention, relationship expansion, and profitable growth.
leverage technology, analytics, and streamlined workflows to deliver a differentiated service experience for brokers and employers while enabling scalable growth.
build the function from the ground up, establishing organizational structure, service standards, and operating rhythms.
partner closely with Sales, Underwriting, Product, Operations, and Technology teams to ensure a seamless client journey and to create a scalable service model.

5+ years of leadership experience in Client/Account Management within employee benefits, group insurance, or healthcare services.
Demonstrated experience leading multi-layered client-facing teams, including Client/Account Managers, Renewal Specialists, Sales Support, or similar service functions.
Strong command of EB products including Dental, Vision, Life, Short-Term Disability, Long-Term Disability, Paid Leave, and Supplemental Health.
Proven track record of driving client retention, renewal outcomes, and customer satisfaction at scale within broker-led or intermediary distribution models.
Experience building or leading modern, technology-enabled service organizations, including CRM adoption, digital workflows, and data-driven operating practices.
Demonstrated ability to build teams, establish scalable processes, and develop leadership talent within a growing or evolving business environment.
Strong cross-functional leadership skills with experience partnering with Sales, Underwriting, Product, Operations, and Technology teams to deliver coordinated client outcomes.

National Director, Client Management

Key skills