Client Partner

• Lead Client Care Operations North America wide.
• Standardize service processes.
• Coach Client Care leaders.
• Develop training programs.
• Monitor KPIs and customer feedback.
• Lead workforce planning.
• Partner with Operations.
• Drive continuous improvement.
• Present performance insights to leadership.

Manager, Client Care Operations

• You’ll expand and manage your territory by uncovering new opportunities, guiding clients through business challenges and delivering insights that help dealers make smarter business decisions.
• Meet or exceed revenue, retention and referral goals across your assigned territory.
• Manage your sales pipeline, maintain accurate forecasts and drive consistent account growth.
• Use CRM, sales enablement tools and analytics to identify opportunities and inform strategies.
• Build and deepen relationships with key decision-makers at each dealership, serving as a trusted advisor by providing consultative, data-driven recommendations.
• Conduct regular business reviews, using market insights and performance data to provide consultative guidance on dealer challenges and opportunities.
• Leverage qualitative and quantitative data, including market insights, to assist dealers in making educated business decisions.
• Identify and pursue cross-sell and upsell opportunities within your portfolio and collaborate with partners in other business units to design and deliver tailored solutions.
• Advocate for clients during onboarding and implementation to ensure a smooth experience.
• Resolve or route client issues quickly and effectively to the appropriate teams.

Client Success Manager

• Manages all policy activity and stewardship aspects in book of business
• Analyzes and reports on relevant claims data for larger accounts
• Ensures client compliance with respect to benefits
• Gathers the information needed to present to insurance company marketplace for proposals
• Conducts effective enrollment meetings as needed
• Maintains a concern for accuracy, timeliness and completion when interacting with current and prospective clients
• Manages some house accounts without assistance from leadership
• Reviews existing accounts to determine if additional lines of insurance should be solicited
• Cultivates strong relationships with insurance company partners
• Looks for opportunities to improve the firm

Client Partner jobs in Louisiana

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Manager, Client Care Operations

Client Success Manager

Senior Client Manager, Employee Benefits