Client Manager - PA Small Group
Core
Managing a book of business and serving as a strategic consultant for existing accounts to ensure retention and growth of profitable business.
Role type
Client Manager (PA Small Group)
Builds
Retention and growth of profitable business through renewals and add-on sales
Domain
Health Insurance / Small Group
Deliverable
client delivery
Required skills
business acumen, sales solutions development, strategic planning, customer relationship management, sales projections, product development, internal partnership leadership
Preferred skills
Bachelor's Degree in Business Administration or related field
Technologies
N/A
Responsibilities
Review new products and services with clients to sell assigned product lines and renewals; Manage relationships at senior levels with clients, consultants, and brokers; Develop and execute business plans for retaining and growing membership; Conduct routine service calls and function as primary Group contact for strategic planning; Support customers during contract implementation and advocate for escalated services issues; Complete sales projections and prepare reports for renewal presentations; Participate in product development and lead internal partners in delivering client strategy
Seniority
Mid-level, hands-on IC