Client Manager - PA

This role is responsible for managing a book of business and serving as a strategic consultant for existing accounts, either directly or through intermediaries. The incumbent focuses on renewing accounts and selling new products and services to ensure retention and growth of profitable business. This is a hybrid role based in Pittsburgh, PA, requiring onsite presence 3 days a week (Tuesday, Wednesday, Thursday).

Responsibilities

• Review new products, services, capabilities, and technologies with clients to sell assigned product lines, renewals, and add-on sales, ensuring retention, profitability, and growth of existing business.
• Manage relationships at senior levels with clients, consultants, and brokers/producers by creating valued business partnerships, demonstrating business acumen, and cultivating an active network.
• Develop appropriate sales solutions considering increased competition and the changing political environment.
• Develop, implement, and execute business plans and metrics for retaining and growing membership while enhancing profitability and cross-selling.
• Conduct routine service calls and function as the primary Group contact for strategic planning and consultation.
• Support customers during the implementation of sales contracts and throughout the relationship by advocating for escalated service issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty.
• Complete and maintain sales projections, finalize rates and benefit adjustments, and prepare reports and documents for renewal and sales presentations.
• Participate in product development and prepare business programs (e.g., territory-specific action plans and strategies for closing sales) and long-term strategies for specific account needs.
• Lead internal partners (Clinical, Analytics, etc.) in delivering client strategy.
• Perform other duties as assigned or requested.

Requirements

• High School diploma or GED (required).
• Bachelor’s Degree in Business Administration, Business Management, or a related field (preferred).
• 2 years of Account/Client Management experience or other relevant experience (required).
• State-specific Producer License for Life, Accident & Health, required or must be obtained within 45 days of hire.

Skills

• Ability to speak publicly and extemporaneously on a variety of subjects.
• Strong presentation, communication, and negotiation skills.
• Organizational skills and the ability to meet deadlines.
• Creativity and innovation.
• Persistence and resilience.
• Problem-solving abilities.
• Influence and persuasion.

Schedule

• Hybrid role based in Pittsburgh, PA, with 3 days a week onsite (Tuesday, Wednesday, Thursday).

Travel

25% - 50% travel required.

Physical and Mental Demands

• Office-based position with hybrid onsite requirements.
• Regularly teaches or trains others.
• Occasionally travels from the office to various work sites or from site-to-site.
• Regularly works primarily out-of-office selling products/services.
• Physical work site required.
• Constantly lifts up to 10 pounds.
• Occasionally lifts 10 to 25 pounds.