Client Manager Associate, Premier
New
J
JobgetherEmployee benefits insurance
Candidates must be legally authorized to work in the United States without requiring current or future employment-based visa sponsorship.Full-Time
SalaryAnnual salary range of $45,570–$74,865; eligibility for variable compensation tied to renewal, persistency, and cross-selling or additional-coverage goals.
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Job Details
- Required Skills
- SalesforceMicrosoft ExcelNegotiationClient relationship management
Requirements
- Demonstrated experience managing client or business-partner relationships, including consultation, service, and recommendations to external stakeholders.
- Strong written and verbal communication skills for explaining renewal decisions, plan alternatives, pricing, and recommendations.
- Customer service, consultative selling, negotiation, influencing, and persuasion skills.
- Strong numerical aptitude and analytical capabilities to assess insurance experience, utilization, pricing, and plan design alternatives.
- Working knowledge of group insurance products, contracts, services, financing methodologies, and underwriting principles.
- Ability to collaborate with clients, brokers, sales partners, underwriting professionals, service teams, and claims specialists.
- Planning and organizational skills to manage multiple priorities, adapt to changing needs, and work independently.
- Proactive, client-focused approach and commitment to retention, persistency, and growth goals.
- Ability to obtain required industry licenses within 90 days of starting and maintain them through continuing education.
- A bachelor's degree or equivalent combination of education and relevant professional experience is preferred.
- Experience in insurance, sales, account management, client management, or another customer-facing business role is preferred.
- Familiarity with ancillary group insurance products is preferred; Microsoft Outlook, Excel, Word, and PowerPoint proficiency is preferred.
Responsibilities
- Manage a dedicated book of business in the 2–99 enrolled-lives segment, focusing on retention, persistency, profitability, and growth.
- Build relationships with brokers, producers, plan holders, and other business partners, providing consultative guidance and responsive service.
- Communicate renewal recommendations, alternative plan designs, pricing strategies, and additional coverage options.
- Review experience and utilization reports to assess plan performance and develop retention and growth strategies.
- Identify additional coverage needs, generate quotes for new lines of business, and support cross-selling and upselling.
- Collaborate with underwriting partners on renewal outcomes, rate-relief opportunities, and plan alternatives.
- Coordinate renewal plans and growth opportunities with Sales Representatives.
- Use Salesforce reporting and other business systems to monitor renewal activity and portfolio performance.
- Partner with Underwriting, Sales Support, Service, and Claims teams to support client service delivery.
- Serve as a resource on insurance products, internal systems, business processes, and workflow procedures.
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