Client Manager Associate, Group Benefits - Premier Markets

About the role

This role is directly accountable for client retention, growth, profitability, satisfaction, and enhancing the client experience. The Client Manager Associate will assume overall responsibility for management of clients (2-99 lives), build strong relationships with clients and brokers/consultants, work closely with the respective sales team on account management strategies and positions, and balance the needs of the client with those of the business.

Responsibilities

• Assume overall responsibility for management of clients (2-99 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved.
• Build strong relationships with clients and brokers/consultants.
• Work closely with the respective sales team on account management strategies and positions.
• Strategically manage the lifecycle of a client to drive the right solutions to their benefit needs.
• Balance the needs of the client with those of the business.
• Achieve yearly financial growth goals.

Requirements

• BA or BS degree preferred or equivalent work experience.
• Experience in account management or sales. Group insurance experience a plus.
• Strong customer service acumen.
• Demonstrated success in working 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; Tableau, Salesforce.
• Ability to flex environments, operate and build rapport effectively both in virtual and live environments.
• 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, negotiation 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.
• 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.

Qualifications

• Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements.

Benefits

The role offers competitive compensation, including a salary range of $45,570.00 - $74,865.00, up to 25% travel within U.S., and the opportunity to participate in various benefits and resources designed to support your well-being.

Pay

Salary range: $45,570.00 - $74,865.00

Schedule

Location: Dallas/Fort Worth or Houston, TX