Client Manager, Premier

📋 Description

• • Serve as the primary point of contact for Premier Account clients (100–1999 lives), ensuring client satisfaction, persistency, growth, and profitability.
• • Build and maintain strong, long-term relationships with clients, brokers, and consultants through consultative selling and strategic account management.
• • Oversee the full client lifecycle, aligning client benefit needs with appropriate insurance solutions including Worksite, LTD, Dental, and absence management products.
• • Balance client objectives with business goals to drive sustainable growth and financial performance against annual targets.
• • Collaborate cross-functionally with internal teams to gain buy-in for account strategies and execute cohesive client solutions through collaborative selling.
• • Analyze client data and renewal trends to inform decision-making, deploy optimal solutions, and improve retention and profitability outcomes.
• • Utilize sales enablement technologies including Salesforce, Tableau, Microsoft Office Suite (PowerPoint, Word, Outlook, Teams) to manage client portfolios and deliver presentations.
• • Demonstrate advanced organizational and time management skills to prioritize multiple accounts and deadlines in a fast-paced, dynamic environment.
• • Adapt effectively to evolving business strategies, new technologies, and changing client expectations while maintaining a positive, confident demeanor.
• • Exercise sound judgment and conflict resolution skills when navigating complex client negotiations and internal stakeholder dynamics.
• • Travel a minimum of 25% within the assigned territory to conduct in-person client and broker meetings.
• • Maintain required industry licensing within 90 days of hire and fulfill ongoing Continuing Education requirements to remain compliant.
• • Operate effectively in both virtual and in-person environments, leveraging strong communication and relationship-building skills across all levels of client and internal organizations.
• • Stay current on industry products, processes, and regulatory standards including experience rating, dental network analysis, and online enrollment systems.