Client Growth Manager, Insurance

Distro•Chandler, AZ

1d•Onsite

About The Position

The Client Growth Manager, Insurance expands adoption of PrismHR’s insurance, benefits, and advisory solutions among existing customers. 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 advance qualified opportunities through quoting, contracting, implementation, and adoption. The manager develops growth plans for assigned customers, identifies and qualifies opportunities across insurance and advisory offerings, participates in customer planning sessions, and coordinates handoffs to sales resources. The role builds relationships with PrismHR customers and designated carrier, broker, and solution-provider partners; leads recurring partner pipeline and alignment meetings; maintains accurate Salesforce records; monitors pipeline and partner performance; and provides updates to leadership. It also gathers customer and market feedback, supports improvements to product positioning and services, and develops knowledge of employer-sponsored insurance and benefits. Regular on-site attendance is an essential job function. Some domestic travel may be required for team meetings, client visits, customer events, conferences, and training. The position is performed in a professional, climate-controlled office environment and involves computer and standard office equipment use, in-person collaboration, and extended periods of sitting and screen time. 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, interpersonal, presentation, and active-listening skills.
Strong time management, prioritization, collaboration, and follow-through skills.
Commercial acumen and a customer-centric growth and retention mindset.
Consultative discovery skills and ability to identify customer needs and position tailored solutions.
Executive-level communication, influence, and relationship-building skills across organizational levels.
Ability to collaborate through cross-functional and strategic partnerships to drive results.
Disciplined, data-driven pipeline management, forecasting, prioritization, and decision-making skills.
Ownership, adaptability, accountability, and ability to work in a fast-paced, evolving environment.
Ability to navigate ambiguity, overcome obstacles, and maintain momentum toward 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 analyze customer needs, business challenges, market trends, and growth opportunities; exercise sound judgment; solve problems; and manage multiple priorities.
Accuracy in managing customer information, pipeline data, forecasts, contracts, handoffs, and partner communications.

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 relevant solutions, growth insights, and recommended next steps.
Prepare 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, events, and check-ins.
Partner with Customer Success, Sales, Sales Engineering, Product, Marketing, Professional Services, Support, and leadership to advance customer 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 the primary sales liaison for designated carrier, broker, and solution-provider partners.
Lead recurring partner sales pipeline and sales-alignment meetings to review opportunities, clarify ownership, coordinate outreach, and remove barriers.
Maintain complete and accurate opportunity records in Salesforce, including 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 summarizing pipeline, forecast, and customer activity.
Develop knowledge of employer-sponsored insurance and benefit solutions, customer buying drivers, renewal dynamics, channel economics, competitive positioning, and relevant industry trends.
Educate customers about PrismHR’s insurance and advisory value proposition.
Maintain relationships and coordinate communications with colleagues and teams across disciplines.
Participate in special projects or initiatives, including system upgrades, process improvements, or pilots involving new tools or workflows.
Complete projects and other duties assigned by a supervisor.
Attend on site regularly and travel domestically as needed for meetings, client visits, events, conferences, and training.