Client Manager - DE Small Group

Job Title

This job manages a book of business and the business relationship as a strategic consultant for existing accounts directly or through intermediaries. The incumbent renews accounts and sells new products and services to existing accounts to ensure retention and growth of profitable business.

• Review new products, services, capabilities, and technologies with the client in order to sell assigned product lines, renewals and add-on sales to ensure 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 giving consideration to 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 services 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 (i.e. territory specific action plans and strategy for closing sales) and long term strategy for specific account needs.
• Lead internal partners (Clinical, Analytics, etc.) in delivering client strategy.
• Other duties as assigned or requested.

Minimum

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

Substitutions

• None

Preferred

• None

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 & Resilience
• Problem Solving
• Influence

Does this role supervise/manage other employees?

No

Is Travel Required?

Yes