Client Manager, Premier Market

Role Overview

• Assume overall responsibility for managing planholder/client accounts for Premier brokers (2-999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved
• Build strong relationships with clients and brokers/consultants through in-market presence
• Work closely with the respective sales representative to gain their buy-in for the account management strategy and position
• Strategically manage the lifecycle of a client to develop the right solutions to their benefit needs
• Balance the needs of the client with those of the business
• Achieve yearly financial growth & persistency goals

Requirements

• BA or BS degree preferred or equivalent work experience
• Minimum of 3 years of group insurance experience servicing accounts and/or account management
• Strong customer service acumen
• Demonstrated success in dealing with brokers/consultants as well as sophisticated clients
• Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client
• Ability to leverage all sales enablement technology, training, and tools with proficiency in key technology platforms: Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce
• Ability to operate in a virtual environment and effectively build rapport virtually
• Ability to adapt to changes in a fast paced and dynamic environment
• Depth of experience and knowledge of relevant industry products and processes including, but not limited to Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes
• Consultative Selling Skills and the ability to influence and persuade.
• Virtual communication, presentation, consultative selling, and relationship building skills
• Team player with ability to build relationships and effectively interact both internally and externally with people at all levels of the organization and customer orientation
• Ability to collaborate across internal teams including collaborative selling.
• Strategic and critical thinking and basic math skills
• Openness to change and new ways of working across the board, but specifically including the ability to execute new strategies/tactics to drive results to maximizing current broker base
• Ability to exercise sound judgment and deal with conflict
• Ability to exude confidence and demonstrate optimism and positive attitude
• Advanced organizational and time management skills
• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.

Tech Stack

• Tableau

Benefits

• Flexibility to achieve professional and personal goals
• Skill-building and leadership development opportunities
• Philanthropic opportunities
• Supportive, flexible, and inclusive benefits and resources available