Client Manager - PA 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 (PA Small Group)
Builds
Retained and profitable business relationships with existing accounts
Domain
Health Insurance / Small Group
Deliverable
client delivery
Required skills
Account management, sales solutions development, business plan execution, senior-level relationship management, contract implementation support, sales projections, product development participation
Preferred skills
Public speaking, negotiation, problem solving
Technologies
N/A
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 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 renewal presentations; Participate in product development and lead internal partners in delivering client strategy
Seniority
Individual Contributor, mid-level