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United States
Remote only
Not Available
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Client Manager Associate, Premier based in the United States.
The Client Manager Associate, Premier will play a key role in strengthening client relationships and driving retention, profitability, and growth within the small-group employee benefits market. Managing a dedicated portfolio of businesses with fewer than 100 enrolled employees, you will partner with brokers, producers, and internal teams to deliver tailored insurance solutions and exceptional client experiences. You will guide renewal strategies, evaluate plan performance, and identify opportunities to expand coverage based on client needs. By combining analytical thinking with consultative relationship management, you will help balance competitive pricing with sustainable business outcomes. Working closely with Sales, Underwriting, Service, and Claims, you will contribute to seamless service delivery and long-term client satisfaction. This remote opportunity is well suited to a proactive, customer-focused professional who enjoys collaboration, negotiation, and developing lasting business partnerships.
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.
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.
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.