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 existing customers. The role generates 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 position builds and manages growth plans for assigned customers; develops relationships with PEOs, ASOs, payroll service bureaus, HROs, and other customers; and serves as a primary sales liaison for designated carrier, broker, and solution-provider partners. It maintains accurate Salesforce records, monitors pipeline health and partner performance, and prepares updates for leadership. The role also develops knowledge of employer-sponsored insurance and benefits, customer buying drivers, renewal dynamics, channel economics, competitive positioning, and relevant market trends. Regular on-site attendance is an essential function. Some domestic travel may be required for team meetings, client visits, customer events, industry conferences, and training. The role is performed in a professional, climate-controlled office environment and involves regular computer use, in-person collaboration, extended screen time, and periods of sitting, including while traveling and attending meetings.

Requirements

Five or more years of experience in employee benefits, insurance, customer growth, consultative sales, account management, or a related field.
Experience using Microsoft Office software, 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 communication and interpersonal skills, including clear and professional written and verbal communication.
Strong time management, prioritization, and cross-functional collaboration skills.
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 and drive results through cross-functional and strategic partnerships.
Disciplined pipeline management and a data-driven approach to forecasting, prioritization, and decision-making.
Ownership, adaptability, accountability, and follow-through in a fast-paced environment.
Results-oriented approach focused on measurable business impact and long-term customer success.
Ability to navigate ambiguity, overcome obstacles, and 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 essential functions, including regular on-site attendance and occasional travel.

Nice To Haves

Bachelor’s degree or equivalent combination of experience and skills preferred.
Experience working with PEOs, ASOs, payroll service bureaus, benefits technology, brokers, carriers, or HR technology strongly preferred.
Salesforce experience preferred.
Experience with PrismHR, benefits enrollment technology, carrier connectivity, or insurance advisory services.

Responsibilities

Build and manage targeted growth plans for assigned customers, prioritizing opportunities based on 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 involving 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 customer relationships 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 knowledge of employer-sponsored insurance and benefits, including medical, dental, vision, life, disability, and voluntary benefits.
Stay current on 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.
Attend on site regularly and travel domestically as required for meetings, visits, events, conferences, and training.
Build and promote relationships across teams to coordinate communications and client services.
Participate in special projects or initiatives, including system upgrades, process improvements, or pilot programs.
Complete other projects and duties as assigned by the supervisor.