Client Manager Associate
Core
Training role for proactive customer management, education, development, profitable growth, and retention of employee benefits clients.
Role type
Associate Client Manager (Sales/Account Management)
Builds
Integrated enrollment, service, and growth strategies for assigned blocks of business
Domain
Employee benefits and insurance
Deliverable
client delivery
Required skills
sales orientation, negotiation, persuasion, presentation, strategic thinking, relationship management, business acumen, problem solving, organization
Preferred skills
experience in employee benefits industry, licensed to sell insurance, proficiency in Microsoft Office, strong technical aptitude
Technologies
Microsoft Office (Word, PowerPoint, Excel)
Responsibilities
Develop and execute customer-specific business plans, build connections with brokers and enrollment firms, manage pre-renewal communications, partner with sales to drive persistency and profitability, present renewals, assist in benefit fair activities
Seniority
Entry-level / Associate