Key skills
Stakeholder ManagementCommunicationPresentation SkillsAccount ManagementSales
About this role
Role Overview
- Serve as the strategic relationship lead for assigned accounts
- Deliver a high-touch client experience and build trusted partnerships
- Lead account strategy and day-to-day service delivery
- Work closely with the Sales Coordinator and Stop Loss Specialists
- Build and manage strong relationships with clients, brokers, TPA partners, and internal stakeholders
- Navigate escalated and sensitive issues with sound judgment
- Partner across internal and external teams to align priorities
- Identify opportunities to strengthen service delivery and deepen client engagement
- Use data and insights to inform strategy and improve overall account performance
Requirements
- 5–7 years of significant experience in account management, client services, or relationship management
- Proven ability to manage complex accounts and deliver strong client outcomes
- Deep relationship management expertise
- Strong stakeholder management and consultative skills
- Demonstrated ability to manage complexity, resolve challenges, and exercise sound judgment
- Strong business acumen and problem-solving skills
- Excellent communication and presentation skills
- A proactive, client-focused mindset
Benefits
- Generous vacation and sick time
- Market-leading paid family, parental and adoption leave
- Medical coverage
- Company paid life and AD&D insurance
- Disability programs
- Partially paid sabbatical program
- 401(k) employer match
- Stock purchase options
- Employer-funded retirement account
- Flexible, inclusive and collaborative work environment