Client Growth Manager, Insurance - AZ - On Site

PrismHR•Chandler, AZ

1d•Onsite

About The Position

The Client Growth Manager, Insurance expands adoption of PrismHR’s insurance, benefits, and advisory solutions across its existing customer base. The role creates qualified growth opportunities through consultative discovery, customer outreach, strategic advisory discussions, and coordinated partner engagement. It translates customer needs into actionable opportunities and works with Benefit Sales Consultants and cross-functional teams to move qualified opportunities through quoting, contracting, implementation, and adoption. The role builds growth plans for assigned PrismHR customers, develops customer and partner relationships, participates in strategic business reviews, and coordinates opportunity handoffs and sales pipeline activity. It maintains accurate Salesforce records, monitors pipeline and partner performance, and provides leadership updates. The position requires regular on-site attendance and may involve domestic travel for team meetings, client visits, customer events, industry conferences, and training. The position is performed in a professional, climate-controlled office environment with regular computer use, in-person collaboration, and meetings. The work can include extended periods of sitting and screen time, occasional movement around the office, and standing or walking during client visits and events. Occasional travel may involve air, ground, or public transportation.

Requirements

Five or more years of experience in employee benefits, insurance, customer growth, consultative sales, account management, or a related field.
Bachelor’s degree or an equivalent combination of experience and skills preferred.
Experience using Microsoft Office applications, including Outlook, Teams, Excel, and PowerPoint, and ability to learn other applications.
Working knowledge of employer-sponsored benefits and the roles of brokers, carriers, employers, administrators, and technology providers.
Health and Life insurance license, or willingness to obtain an applicable license.
Excellent written and verbal communication and interpersonal skills, including professional communication, active listening, and presentation skills.
Strong time management and ability to prioritize in a fast-paced environment.
Strong commercial acumen and a customer-centric growth and retention mindset.
Consultative discovery expertise and ability to identify client needs and position tailored solutions.
Executive-level communication, influence, and relationship-building skills across organizational levels.
Ability to collaborate across functions and drive results through strategic partnerships.
Disciplined, data-driven pipeline management, forecasting, prioritization, and decision-making.
Ownership, adaptability, accountability, and follow-through in a fast-paced, evolving environment.
Ability to deliver measurable business impact and support long-term customer success.
Ability to navigate ambiguity, overcome obstacles, and maintain momentum toward organizational objectives.
Ability to balance commercial goals with customer needs, operational realities, and customer experience.
Demonstrated success identifying, qualifying, and advancing expansion opportunities within an existing customer base.
Ability to perform the role’s described physical, mental, and communication demands, including extended sitting and computer use, analysis, multitasking, customer and partner communication, and cross-functional coordination.

Nice To Haves

Experience working with PEOs, ASOs, payroll service bureaus, benefits technology, brokers, carriers, or HR technology.
Salesforce experience.
Experience with PrismHR, benefits enrollment technology, carrier connectivity, or insurance advisory services.

Responsibilities

Build and manage targeted growth plans for assigned PrismHR customers, prioritizing opportunities by customer needs, employee populations, existing offerings, renewal timing, and revenue potential.
Conduct discovery conversations about benefit offerings, broker and carrier relationships, employee needs, administrative challenges, and growth objectives.
Identify and qualify opportunities across advisory services, retail and voluntary products, broker-of-record or co-broker-of-record services, and other approved insurance solutions.
Participate in strategic business reviews and customer planning sessions, presenting solutions, growth insights, and recommended next steps.
Create opportunity briefs and coordinate handoffs to Benefit Sales Consultants or designated sales resources for quoting, policy creation, contracting, and deal execution.
Build trusted relationships with PEOs, ASOs, payroll service bureaus, HROs, and other PrismHR customers through outreach, education, event participation, and scheduled check-ins.
Partner with Customer Success, Sales, Sales Engineering, Product, Marketing, Professional Services, Support, and leadership to advance opportunities and resolve blockers.
Translate customer feedback and market observations into recommendations for product positioning, enablement, campaigns, and service improvements.
Maintain customer confidence through clear communication, accurate follow-up, and ownership of next steps.
Serve as a primary sales liaison for designated carrier, broker, and solution-provider partners.
Lead recurring partner sales pipeline and alignment meetings to review opportunities, clarify ownership, coordinate outreach, and remove barriers.
Maintain complete and accurate opportunity records in Salesforce, including outreach, discovery findings, customer needs, stage, value, next steps, risks, and partner involvement.
Monitor pipeline health, conversion progress, attach rates, premium or revenue potential, and partner performance; identify actions to improve results.
Prepare recurring leadership updates on pipeline, forecast, and customer activity.
Develop working knowledge of employer-sponsored insurance and benefit solutions, customer buying drivers, renewal dynamics, channel economics, competitive positioning, and trends affecting PEO and payroll customers.
Educate customers about PrismHR’s insurance and advisory value proposition in clear, practical language.
Attend on site regularly and travel domestically as needed for team meetings, client visits, customer events, industry conferences, and training sessions.
Build and maintain productive relationships with colleagues and peers across disciplines to coordinate client communications and services.
Participate in special projects or initiatives, including system upgrades, process improvements, or pilots involving new tools or workflows.
Complete projects and other duties as assigned by the supervisor.