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

• Serves as a technical resource to clients, advisors, and insurance company partners
• 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 information needed to present to insurance company marketplace for proposals
• Conducts effective enrollment meetings as needed

Senior Client Manager, Employee Benefits

• Developing and executing a strategic marketing plan
• Partner closely with the Head of Retirement, Insurance and 529 Marketing and business stakeholders
• Execute integrated marketing programs across multiple channels
• Develop marketing initiatives designed to build awareness and engagement
• Monitor campaign performance and recommend optimizations based on results
• Help manage project timelines, budgets, and resources
• Support key marketing initiatives
• Build and maintain strong working relationships with internal stakeholders
• Partner with sales, strategic accounts, and investment teams for product launches
• Develop and execute product-focused and thematic marketing campaigns

Senior Client Marketing Manager – Retirement & Insurance

• Manage client service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage
• Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations
• Manage all policy activity aspects of assigned accounts
• Communicate clear expectations to the client regularly, professionally, and proactively
• Conduct effective enrollment meetings, as needed with prepared collateral

Client Partner jobs in Maryland

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Manager, Client Care Operations

Senior Client Manager, Employee Benefits

Senior Client Marketing Manager – Retirement & Insurance

Client Manager, Employee Benefits – Insurance Advisory Solutions