Client Partner

• Assist with the preparation and execution of bonds (performance & payment, license, court, misc. bonds)
• Collect data, complete necessary forms and prepare correspondence
• Service and market new and renewal Surety accounts
• Process general agreement of indemnities
• Maintain power of attorney filings and bond supply
• Build and retain relationships with clients and insurance carriers

Client Manager – Surety

• 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.

Senior Client Manager, Employee Benefits – Insurance Advisory Solutions

• Own and grow a portfolio of US Federal Civilian agency accounts, driving professional services pipeline and bookings to quota
• Build trusted relationships with agency executives, program managers, and contracting officials to align Salesforce PS capabilities to mission priorities
• Lead solution scoping conversations, develop Statements of Work (SOWs), and craft compelling services proposals with Delivery Architects
• Partner cross-functionally with the broader Salesforce account team (AEs, SEs, CSMs) to develop and execute coordinated account strategies
• Navigate Federal procurement vehicles and acquisition processes (e.g., GSA Schedules, IDIQs, BPAs, GWACs)
• Maintain accurate pipeline forecasting and opportunity hygiene in Salesforce CRM
• Serve as the voice of the customer internally to drive delivery quality, client satisfaction, and long-term account health

Senior Account Partner

• Research and identify potential strategic partners aligned with our business goals and target markets.
• Develop and execute a comprehensive partner strategy, including target partner profiles, engagement models, and joint value propositions.
• Initiate and manage the outreach, negotiation, and agreement process with prospective partners.
• Develop and implement effective onboarding programs to ensure new partners are equipped for success.
• Build and maintain strong, long-term relationships with key partner stakeholders.
• Serve as the primary point of contact for assigned partners, ensuring clear communication and alignment.
• Develop and execute joint business plans with partners, outlining mutual goals, strategies, and key performance indicators (KPIs).
• Regularly track partner performance, identify areas for improvement, and implement strategies to optimize results.
• Collaborate with internal teams (Sales, Marketing, Product, Support) to develop and execute joint initiatives with partners, such as co-marketing campaigns, integrated product solutions, and joint sales efforts.
• Facilitate regular meetings and communication with partners to ensure alignment and progress on joint initiatives.
• Establish and track key performance indicators (KPIs) to measure partner performance and the overall success of the partner program.
• Prepare regular reports on partner activity, progress against goals, and ROI.
• Contribute to the ongoing development and improvement of the company's partner program, including processes, tools, and resources.

Partner Development Manager – East

• Performs all Client Manager, Commercial Risk responsibilities as well as: Assists in establishing and maintaining appropriate commercial carrier relationships
• Performs marketing activities for large accounts as assigned
• Prepares risk maps or peer reviewing risk maps for assigned accounts
• Coordinates service delivery including developing initial placement/renewal strategy
• Completes special projects
• Looks for opportunities to improve the firm, business segment and processes
• Brings issues and discrepancies to appropriate leadership
• When requested, serves as a mentor to new colleagues

Senior Client Manager, Commercial Risk – Insurance Advisory Solutions

• The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues.
• This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases.
• Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues.
• Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications.
• Navigate complex client challenges, ensuring seamless service and satisfaction.
• Lead the transition from implementation to ongoing client management, ensuring continuity and client confidence.
• Oversee compliance with performance guarantees and contractual obligations.
• Deliver annual stewardship meetings and present claims experience reporting, providing actionable insights to clients.
• Sales & Revenue Growth Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams.
• Develop and execute re-enrollment strategies to maximize client engagement and retention.
• Drive revenue growth by expanding product lines and increasing enrollment for existing clients.
• Operational Excellence Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes.
• Apply advanced project and management skills to prioritize and execute initiatives.
• Identify and implement process improvements to enhance efficiency and client experience.
• Leadership & Mentoring Serve as a subject matter expert, sharing best practices and mentoring colleagues.
• Lead by example, fostering a culture of collaboration, integrity, and continuous improvement.

Senior Client Manager, Middle Market

• Manage a book of business and the business relationship as a strategic consultant for existing accounts
• Renew accounts and sell new products and services to ensure retention and growth of profitable business.
• Manage relationships at senior levels with clients, consultants and brokers/producers
• Develop, implement and execute business plans and metrics for retaining and growing membership

Client Manager

• Leads and owns the account strategy, growth execution, and overarching P&L.
• Identifies new business opportunities with existing client portfolio, pitches Blend360’s services and capabilities successfully to achieve closed deals; this includes writing proposals and Statements of Work (SOW).
• Negotiates best possible pricing to achieve the most optimal value for the client.
• Manages pipeline to include all leads, opportunities, notes and activities in a timely manner.
• Responsible for overall client satisfaction.
• Facilitates getting the right Blend360 talent, skills and offerings to the decision makers at the client.
• Serves as a strategic AI and transformation advisor to client stakeholders, helping shape and guide AI strategy, data modernization, and technology-enabled business transformation initiatives aligned to client long-term goals.
• Partners with and aligns internal Blend360 practice and capability leaders to orchestrate a cohesive, forward-looking approach to each client engagement, ensuring delivery excellence and long-term relationship health.

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