About the role
- Act as a key influencer and trusted advisor, cultivating strong, personal relationships with decision-makers and other key stakeholders.
- Deeply understand your clients’ businesses, their industries, and their unique challenges.
- Engage at all levels with both decision-makers and those who influence the decision-making process.
- Keep clients informed about the latest industry trends, helping them stay ahead of the curve.
- Strengthen your understanding of financials and underwriting to guide clients in managing their costs.
- Drive growth, earnings, and retention across your client portfolio, meeting targets for both new business and renewals.
- Work closely with underwriting teams to ensure alignment and build trust.
- Oversee client service requests, ensuring seamless execution and swift resolution.
Requirements
- Bachelor’s degree or equivalent experience.
- 5+ years of experience in health benefits or client management experience managing large accounts is highly preferred.
- Strong communication, sales negotiation, and relationship-building skills.
- Proven ability to manage and grow client relationships, particularly with clients having 500+ employees.
- Experience in sales, marketing, underwriting, or operations is preferred.
- Financial acumen with the ability to identify and drive growth opportunities within the book of business.
- Demonstrated success in managing large, complex client accounts with a focus on relationship-building and revenue growth.
- health insurance
- 401(k) matching
- paid time off
- flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial acumenunderwritingsalesmarketingclient managementrelationship management
Soft skills
communicationsales negotiationrelationship-buildinginfluencingproblem-solving
Certifications
Bachelor's degree