Client Partner Life and Annuity
About The Position
The Client Partner for Life and Annuity owns the executive client relationship, account growth strategy, financial performance, and delivery alignment for assigned insurance clients. The role combines Life and Annuity industry knowledge with consultative selling, commercial judgment, and disciplined account management to expand existing relationships and create new business across technology, operations, and transformation services. The Client Partner develops trusted relationships with senior client executives, shapes solutions around measurable business outcomes, leads complex pursuits from qualification through contract, and stays engaged through delivery to ensure commitments produce measurable results. The role connects client priorities to digital, data, artificial intelligence, cloud, applications, infrastructure, and business process services, while maintaining accountability for account revenue, bookings, margin, pipeline, profitability, delivery risk, and client satisfaction. This is a remote position, with a preference for candidates on the East Coast in North Carolina. The successful candidate must be willing and able to travel up to 50 percent for client meetings and business needs. The position carries an annual sales target currently anticipated at approximately $25 million or more in total contract value. Candidates must be legally authorized to work in the United States without requiring sponsorship now or in the future.
Requirements
- Bachelor's degree or equivalent practical experience.
- Eight or more years of progressive experience in insurance consulting, technology services, business process services, account management, sales, or client leadership.
- Substantial Life Insurance and Annuities experience, including working understanding of products, processes, platforms, distribution models, and industry economics.
- Demonstrated success growing complex insurance accounts and closing significant technology, managed services, transformation, platform, or business process engagements.
- Experience owning account financials or a profit-and-loss portfolio, including revenue, margin, forecasting, and commercial performance.
- Ability to build credibility and influence with senior client executives and diverse internal stakeholders.
- Strong pursuit leadership, solution shaping, presentation, negotiation, and contract management capabilities.
- Ability to lead global, matrixed teams without relying on direct reporting relationships.
- Willingness to travel based on client and business needs, including travel up to 50 percent.
- Prior ownership of a substantial enterprise sales quota, consistent attainment, self-generated pipeline, and experience originating and closing large, complex technology services opportunities.
- Ability to carry an annual sales target currently anticipated at approximately $25 million or more in total contract value.
- Legal authorization to work in the United States without requiring sponsorship now or in the future.
Nice To Haves
- Experience with Life and Annuity policy administration platforms, insurance software products, or platform-enabled service models.
- Experience selling or leading application modernization, cloud, data, artificial intelligence, enterprise applications, infrastructure, or business process transformation programs.
- Knowledge of third-party administration, outsourcing, reinsurance, and insurance operations.
- Relevant insurance, technology, sales, or program management credentials.
- Established relationships within the North American Life and Annuity market.
Responsibilities
- Serve as senior relationship owner for assigned Life and Annuity clients and build trusted partnerships with executive, operations, information, technology, digital, and business leaders.
- Develop and execute account plans covering client priorities, relationship coverage, competitive position, opportunity strategy, revenue goals, and growth actions.
- Identify whitespace in existing accounts and originate new opportunities by connecting client challenges to technology and operations solutions.
- Create executive-level perspectives on market trends, customer experience, distribution, product modernization, operational efficiency, regulatory change, and emerging technology.
- Maintain a qualified pipeline and provide accurate revenue, bookings, margin, and opportunity forecasts.
- Lead the full sales cycle from opportunity identification and qualification through solution shaping, proposal development, pricing, negotiation, contracting, and close.
- Direct complex requests for proposal and strategic pursuits involving multiple service lines, global delivery teams, alliance partners, and client stakeholders.
- Shape multiyear transformation, managed services, platform, and business process engagements across Life Insurance and Annuities.
- Partner with solution, delivery, finance, legal, and commercial teams to develop business cases, operating models, pricing structures, and transition approaches.
- Negotiate commercial terms balancing client value, delivery feasibility, risk, revenue growth, and target profitability.
- Apply Life and Annuity industry knowledge to advise clients on products, processes, platforms, distribution models, and industry economics.
- Represent the organization in client forums, industry events, and executive briefings, strengthening market credibility and strategic partnerships.
- Own revenue, bookings, margin, pipeline, and account profitability for the assigned portfolio.
- Monitor contractual commitments, service performance, financial results, client satisfaction, and delivery risk with global delivery leaders.
- Lead client and internal executive governance, resolve escalated issues, and protect long-term relationship value.
- Drive renewal, extension, and expansion strategies ahead of contract milestones.
- Coordinate cross-functional teams across sales, consulting, engineering, operations, solutioning, delivery, alliances, and marketing.
- Meet annual bookings, revenue, margin, and pipeline targets; grow strategic accounts; and support successful closure and implementation of complex engagements.
Benefits
- Health insurance coverage.
- Dental insurance coverage.
- Vision insurance coverage.
- Employee wellness program.
- Life and disability insurance.
- Retirement savings plan.
- Paid holidays.
- Paid time off.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
