Client Growth Manager - AZ - On Site

Vensure Employer Solutions•Chandler, AZ

7h•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 position manages a targeted growth plan for assigned customers; develops relationships with PEOs, ASOs, payroll service bureaus, HROs, and other customers; and serves as the primary sales liaison for designated carrier, broker, and solution-provider partners. It maintains opportunity and pipeline information, tracks performance, and provides updates to leadership. Regular on-site attendance is an essential job function. Some domestic travel may be required for meetings, client visits, events, conferences, and training.

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 is preferred.
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.
Experience with PrismHR, benefits enrollment technology, carrier connectivity, or insurance advisory services.
Health and Life insurance license, or willingness to obtain an applicable license.
Excellent written and verbal communication and interpersonal skills, including executive-level communication and relationship-building.
Strong time management, prioritization, collaboration, teamwork, and follow-through.
Commercial acumen and a customer-centric growth and retention mindset.
Consultative discovery skills and ability to identify client needs and position tailored solutions.
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 ability to work in a fast-paced, evolving environment.
Results-oriented approach focused on measurable business impact and long-term customer success.
Ability to navigate ambiguity, overcome obstacles, balance commercial goals with customer needs, and maintain momentum.
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; manage detail and competing priorities; and think strategically.

Nice To Haves

Experience working with PEOs, ASOs, payroll service bureaus, benefits technology, brokers, carriers, or HR technology.
Salesforce experience.
Bachelor’s degree, or an equivalent combination of experience and skills.

Responsibilities

Build and manage targeted growth plans for assigned PrismHR customers, prioritizing opportunities by customer needs, employee populations, offerings, renewal timing, and revenue potential.
Conduct discovery conversations to understand 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; present relevant 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 relationships with PEOs, ASOs, payroll service bureaus, HROs, and other 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 the primary sales liaison for designated carrier, broker, and solution-provider partners.
Lead recurring partner pipeline and sales-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 benefit solutions, including medical, dental, vision, life, disability, and voluntary benefits.
Stay current on 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.
Build and promote relationships with team members and colleagues across disciplines to coordinate communications and services affecting clients.
Participate in special projects or initiatives, including system upgrades, process improvements, or pilot programs involving new tools or workflows.
Complete projects and other duties assigned by a supervisor.
Attend on site regularly and travel domestically as needed for team meetings, client visits, customer events, conferences, and training.