Client Manager Small Group - NY

This role is responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through intermediaries. The incumbent will renew accounts and sell new products and services to ensure retention and growth of profitable business. This is a hybrid role based in Latham, NY, 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.
• Other duties as assigned or requested.

Requirements

• 2 years of Account/Client Management experience or other relevant experience.
• State-specific Producer Licenses for Life, Accident & Health are required or must be obtained within 45 days of hire.

Qualifications

Preferred: Bachelor's Degree in Business Administration, Business Management, or a related field.

Skills

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

Travel

25% - 50% travel required.

Physical and Mental Demands

• Office-based position.
• Regularly teaches/trains others.
• Occasional travel from the office to various work sites or site-to-site.
• Works primarily out-of-office selling products/services (never for this role).
• Physical work site required.
• Lifting up to 10 pounds constantly.
• Lifting 10 to 25 pounds occasionally.
• Lifting 25 to 50 pounds never.

Pay

Pay Range Minimum: $56,000.00

Pay Range Maximum: $84,000.00

Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential that may apply for certain locations.