Regional Client Manager

About the role

This role is responsible for organizing and managing a large client portfolio, ensuring interactions are thoughtful, well prepared, and consistently executed. This role requires strong planning skills, proactive communication, and the ability to develop and execute structured strategies while balancing multiple priorities in a fast-paced environment.

Responsibilities

• Builds and strengthens relationships with contacts within large client portfolio.
• Manages communications between ARAG and client portfolio.
• Manages and maintains day-to-day relationships with client contacts and broker/consultant and actively solve problems with client.
• Conducts client video, web or teleconferences to review overall performance and clients benefit strategies.
• Develops a strategic plan to increase revenue within client portfolio.
• Creates strategy around product up-sell, renewal, and annual review activities that will optimize revenue results.
• Partners collaboratively with the internal and external staff to manage the implementation strategy and communication process.
• Conducts educational webinars for employees and clients.
• Serves as supporting role for Sr. Client Manager and/or Director on National Account activities.
• Partners with Senior Client Manager to provide day to day administration of client portfolio for 4,000 life groups and up.
• Serves as primary contact in the event that the Sr. Client Manager and/or Director is traveling, on PTO or away from the office.
• Works cross-functionally with ARAG managers and other associates to implement client plans.
• Manages day-to-day activities for large volume client portfolio and fulfill requests.
• Cross-coordinates internal communications regarding clients. Provides support to other internal areas on client requests.
• Ensures client data is accurate and maintained effectively within all internal systems.
• Ensures all contractual requirements are being met.
• Serves as a positive role model by representing the ARAG at its Best.

Requirements

• Knowledge Specific knowledge of client management and relationship building is required. Working knowledge of insurance products and/or employee benefits is preferred.
• Skills Strong verbal and written communication skills, including strong presentation and public speaking skills. Highly organized and detail oriented. Results oriented with the ability to self-motivate. Ability to work independently in a remote setting as well as in a team-based collaborative environment. Strong ability in project management and computer skills such as Word, Excel and PowerPoint. Possess strong customer service skills. Sales skills including negotiating and influencing results, providing consultative services, problem solving and conflict resolution. Ability to develop innovative ideas and solutions.

Qualifications

• Education Four-year college degree in business, marketing or communications from an accredited college or university and/or related work-experience required.
• Experience Minimum 3+ years of experience in the field of sales and/or client management required. Legal services experience and/or employee benefits experience preferred.