Client Manager Associate, Premier

Accountabilities: Portfolio Management: Manage a dedicated book of business within the 2–99 enrolled-lives segment, focusing on client retention, persistency, profitability, and sustainable growth. Client and Broker Relationships: Build and maintain trusted relationships with brokers, producers, plan holders, and other business partners, providing consultative guidance and responsive service. Renewal Strategy: Interpret and communicate renewal recommendations, alternative plan designs, pricing strategies, and additional coverage options to brokers and clients. Portfolio Analysis: Review experience and utilization reports to assess plan performance, develop retention strategies, and identify opportunities for business growth. Cross-Selling and Upselling: Proactively identify additional coverage needs, generate quotes for new lines of business, and support strategies that expand existing client relationships. Pricing and Negotiation: Collaborate with underwriting partners to negotiate competitive renewal outcomes, explore rate-relief opportunities, and develop plan alternatives that meet client needs while supporting business objectives. Sales Partnership: Work closely with Sales Representatives to coordinate renewal plans, identify additional-issue opportunities, and achieve retention and growth targets. Reporting and Tools: Use Salesforce reporting and other business systems to monitor renewal activity, evaluate portfolio performance, and identify opportunities for improvement. Cross-Functional Collaboration: Partner with Underwriting, Sales Support, Service, and Claims teams to deliver a consistent, efficient, and high-quality client experience. Product and Process Expertise: Serve as a knowledgeable resource on insurance products, internal systems, business processes, and workflow procedures. Licensing and Compliance: Obtain all required industry licenses within 90 days of hire and maintain them through ongoing continuing education. Requirements Relationship Management: Demonstrated experience managing client or business-partner relationships, including providing consultation, service, and practical recommendations to external stakeholders. Communication Skills: Strong written and verbal communication skills, with the ability to explain renewal decisions, plan alternatives, pricing considerations, and recommendations clearly and persuasively. Customer and Sales Orientation: Excellent customer service, consultative selling, negotiation, influencing, and persuasion skills, with a focus on building trust and achieving business objectives. Analytical and Mathematical Skills: Strong numerical aptitude and analytical capabilities, including the ability to assess insurance experience, utilization, pricing, and plan design alternatives. Insurance Knowledge: Working knowledge of group insurance products, contracts, services, financing methodologies, and underwriting principles. Collaboration: Ability to establish productive relationships with clients, brokers, sales partners, underwriting professionals, service teams, and claims specialists. Organization and Prioritization: Strong planning and organizational skills, with the ability to manage multiple priorities, adapt to changing business needs, and work independently. Accountability and Results: A proactive, client-focused approach and demonstrated commitment to achieving retention, persistency, and growth goals. Licensing: Ability to obtain the required industry licenses within 90 days of starting the role and maintain them through continuing education. Preferred Education: A bachelor's degree or an equivalent combination of education and relevant professional experience. Preferred Industry Experience: Experience in insurance, sales, account management, client management, or another customer-facing business role. Preferred Product Knowledge: Familiarity with ancillary group insurance products, including dental, vision, life, accident, disability, statutory benefits, supplemental health, voluntary benefits, and leave management. Preferred Growth Experience: Experience identifying cross-selling and upselling opportunities while supporting client retention strategies. Preferred Technical Skills: Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint. Experience with Salesforce, GCRS, Siebel, CPS, Phoenix, Business Objects, or comparable CRM and reporting platforms is an advantage. Location and Work Authorization: Candidates must be legally authorized to work in the United States without requiring current or future employment-based visa sponsorship. The preferred location is the Dallas–Fort Worth, Texas area, and minimal travel may be required depending on business needs. Benefits Base Salary: Annual salary range of $45,570–$74,865, with final compensation determined by factors such as location, education, experience, knowledge, skills, and abilities. Performance-Based Incentives: Eligibility for variable compensation tied to renewal, persistency, and cross-selling or additional-coverage goals, in accordance with the applicable annual incentive compensation plan. Health and Well-Being: A comprehensive benefits and resources package designed to support physical, emotional, and financial well-being. Specific coverage details are available through the employer's benefits program. Work Flexibility: Fully remote work arrangement, with minimal travel as business needs require. Professional Development: Opportunities for skill-building, leadership development, and continued career growth. Inclusive and Collaborative Culture: A supportive workplace that values diverse perspectives, ethical standards, teamwork, and professional achievement. Community Engagement: Opportunities to participate in philanthropic initiatives and contribute to the communities served.