Client Relationship Manager
Listed on 2026-01-16
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Business
Client Relationship Manager, Business Development -
Sales
Client Relationship Manager, Business Development
Job Description:
Client Relationship Manager – Employee Benefits
Position Overview
We are seeking a dynamic and client-focused Client Relationship Manager to join our team. This role is pivotal in fostering long-term relationships with our 50+ small business clients. As a key liaison between our clients and internal support teams, you will take the lead in understanding client needs, building trust, and delivering tailored benefits solutions. If you thrive on creating meaningful connections, are passionate about learning and doing good for clients, and love going above and beyond for your team and clients, we’d love to hear from you.
Key Responsibilities
Client Relationship Management
Serve as the primary point of contact for assigned clients, maintaining regular communication and fostering trust.
Proactively address client inquiries and resolve issues with a solution-focused approach.
Build and nurture strong relationships to enhance client satisfaction and retention.
Strategic Account Oversight
Develop an in-depth understanding of client businesses, industries, and employee benefits needs.
Present tailored benefits strategies to align with client goals and evolving requirements.
Identify and implement creative solutions to maximize value and cost efficiency.
New Business Development
Explore opportunities to expand offerings within the existing client portfolio (e.g., supplemental benefits, wellness programs).
Collaborate with clients to propose and implement additional services that align with their goals.
Renewals and Retention
Lead annual renewal processes, presenting market trends, benchmarking data, and carrier proposals.
Negotiate with carriers to secure optimal terms for clients.
Ensure smooth transitions during plan changes or renewals by coordinating with internal teams.
Industry Expertise
Stay informed about market trends, compliance updates, and new benefits offerings.
Educate clients on emerging benefits solutions and legislative changes impacting their plans.
Team Collaboration
Partner with the internal administrative team to streamline day-to-day client service operations.
Work with marketing and other departments to enhance the overall client experience.
Qualifications and Requirements
Proven experience in employee benefits, client relationship management, or account management.
General understanding of employee benefits plans, including medical, dental, vision, and supplemental benefits.
Exceptional communication and interpersonal skills, with a focus on building lasting relationships.
Passionate about learning and finding creative ways to help clients achieve their goals.
Willingness to go above and beyond to support both clients and teammates.
Exceptional organization and attention to detail to manage multiple clients and deliver outstanding results.
Strong written and verbal communication skills, capable of explaining complex concepts clearly and effectively.
Extroverted and confident in speaking to clients and groups of employees during presentations or benefit meetings.
Highly resourceful, able to adapt and find solutions to challenges quickly.
Strategic thinker with the ability to identify client needs and offer tailored solutions.
Proficiency in CRM tools and Microsoft Office Suite, including Excel.
Active California Life and Health License or willingness to obtain within 90 days.
Benefits
Competitive salary and performance-based incentives.
Benefits including medical, dental, vision, FSA, voluntary benefits, and 401k
Generous PTO and mental health days
Opportunities for professional development and career growth.
Collaborative work environment with a supportive and dedicated team.
The chance to make a real impact by helping small businesses optimize their employee benefits programs.
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