Client Representative

Voya Financial • Dallas, TX

1d • Hybrid

About The Position

The Client Representative is accountable for proactive customer management, education, development, profitable growth and retention of assigned Regional Tier 2 and Tier 3 business. This role is a high-impact leader who understands the culture and goals of clients and makes suggestions to enhance their benefit offering in alignment with HR team. The role requires a strong market focus with face-to-face interactions with clients and brokers beyond standard annual meetings, driving relationships in a proactive manner. The Client Representative manages high-profile client and broker relationships with professional presence and awareness, and is responsible for leading client and partner meetings and creating consultative content for the audience in a strategic and clear manner. This role collaborates and drives renewal conversations both internally and externally, effectively delegates action items and expectations with team members to utilize service model capabilities. Through proactive interactions with clients, the Client Representative evaluates and executes on opportunities in the block of business to increase participation, add lines of coverage, and identifies areas of opportunity for client education, creating a robust plan to deliver training. This role collaborates with the sales team through partnered strategies and crafts and delivers marketing and enrollment strategies to clients based on client interactions and knowledge of Voya’s capabilities that align with appropriate solutions, challenging current communication practices with clients. The Client Representative develops and executes a comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, segment requirements, Voya’s value proposition and individual customer’s needs. This role connects actively and consistently in person with brokers and market partners to gain market knowledge and learn current trends to implement into business strategies, as well as communicate information with team members. The Client Representative utilizes and seeks market trend information, competitor data, understands technology partners and platforms, and the needs of the client to produce creative and effective content to share with the clients and brokers, enhancing the Voya story.

Requirements

• 4 year college degree or equivalency strongly preferred
• 5 or more years employee benefits / insurance industry experience preferred
• Required insurance licensing
• Strong consultative skills; able to think broadly when problem solving and making decisions
• Segment/specialty knowledge preferred
• Superior relationship building/management, interpersonal and partnership skills; able to influence a range of constituents
• Presale expertise that can assist in the influence and sale of Voya’s value proposition
• Demonstrated success in critical thinking; able to analyze data and make effective recommendations
• Excellent communication, presentation, negotiation, persuasion, and conflict management skills
• Ability to anticipate needs of clients and educate
• Robust strategic re-enrollment expertise
• Strong organizational, planning, time management and delegation skills
• Strong leadership skills. Ability and desire to coach and mentor others
• Full understanding of underwriting and risk concepts
• Full understanding of, and ability to correlate between the entire Voya product portfolio to educate, and on a consultative basis cross sell products/services to brokers/clients
• Strong business and financial acumen
• Strong computer skills
• Ability to travel as needed

Nice To Haves

• Prefer this individual to sit in Texas, but open to surrounding region, knowing this person will travel into Texas to manage the book

Responsibilities

• Proactive customer management, education, development, profitable growth and retention of assigned Regional Tier 2 and Tier 3 business.
• Understand the culture and goals of clients and make suggestions to enhance their benefit offering in alignment with HR team.
• Drive relationships with clients and brokers through proactive, face-to-face interactions.
• Manage high-profile client and broker relationships with professional presence and awareness.
• Lead client and partner meetings and create strategic and clear consultative content.
• Collaborate and drive renewal conversations internally and externally.
• Effectively delegate action items and expectations to team members.
• Evaluate and execute opportunities to increase participation and add lines of coverage.
• Identify areas for client education and create robust training plans.
• Collaborate with the sales team through partnered strategies.
• Craft and deliver marketing and enrollment strategies.
• Develop and execute a comprehensive book of business strategy.
• Connect actively and consistently in person with brokers and market partners to gain market knowledge and learn current trends.
• Utilize market trend information, competitor data, and understand technology partners and platforms to produce creative and effective content.
• Share information with team members.

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

What This Job Offers

• Job Type: Full-time
• Career Level: Senior