Client Manager - DE Small Group
Core
Strategic consultant managing a book of business, renewing accounts, and selling new products/services to existing clients to ensure retention and growth.
Role type
Client Manager (Small Group)
Builds
Retained and growing profitable business relationships for existing accounts
Domain
Health Insurance / Life & Accident & Health
Deliverable
client delivery
Required skills
Account management, sales, business plan development, strategic planning, negotiation, public speaking, problem solving
Preferred skills
None stated
Technologies
None stated
Responsibilities
Review new products and services with clients to drive renewals and add-on sales; Manage senior-level relationships with clients, consultants, and brokers; Develop and execute business plans and metrics for membership retention and profitability; Conduct routine service calls and function as primary Group contact for strategic planning; Support customers during contract implementation and advocate for escalated service issues; Complete sales projections, finalize rates, and prepare reports for renewals; Lead internal partners in delivering client strategy
Seniority
Individual Contributor, 2+ years experience