Manager, Employee Benefits Client Management
About The Position
We are seeking a strategic, people-focused leader to drive client management excellence and support long-term growth within our Employee Benefits Sales and Client Management HUB, located in Dallas or Houston Texas for cases over 100 lives. This role is responsible for leading client management strategies, coaching teams to deliver proactive and consultative service, and partnering closely with Sales leadership to strengthen revenue growth, client retention, and profitability. The ideal candidate brings a strong balance of leadership, customer focus, and business acumen, with the ability to align office strategy to broader organizational goals while also overseeing operational effectiveness across assigned locations.
Requirements
- Strong balance of leadership, customer focus, and business acumen
- Ability to align office strategy to broader organizational goals
- Ability to oversee operational effectiveness across assigned locations
Responsibilities
- Develop and implement a business plan for assigned HUB that encompasses a strategic focus on proactive, consultative, strategic, focused on revenue generation and retention of profitable business for cases >100 lives and <5000 lives.
- Lead and motivate the staff to ensure appropriate focus on the customer is achieved throughout the customer life cycle.
- Provide leadership and counseling to the staff to manage their block of customers towards successful renewals, and consistent service delivery.
- Support staffs’ advocacy of the customer within The Standard with all key internal partners, including within EB Operations and across ISG including Sales RSVPs, Sales Managers and Sales Reps.
- Review, negotiate and resolve complex service issues escalated by staff and other internal and external customers.
- Coordinate the preparation of renewal strategies and materials, and presentation of renewals to producers and/or policyholders.
- Attend finalist presentations or other customer facing meetings and accompany Account Managers or Client Managers on producer and/or customer visits.
- Lead and motivate the Sales Analysts to ensure appropriate support of the sales organization.
- Provide leadership, counseling and training to the Sales Analysts to meet accuracy and production goals.
- Manage and monitor RFP workflow through Salesforce.
- Motivate and inspire staff to assess customer needs to identify and implement customer-focused improvements to workflow, systems and procedures and process consistency, coordinate activities with other department and division stakeholders.
- Audit and monitor individual and HUB results frequently and, in partnership with the Sr. Director, Client Management and Employee Benefits Sales Manager(s) redirect strategies as needed to meet financial objectives for profit and growth.
- Travel to all HUB offices a minimum of once a quarter and as needed to ensure process consistency and staff development and engagement.
Benefits
- Medical
- Dental
- Vision
- 401(k) plan with matching company contributions
- Annual incentive bonus plan
- Generous paid time off
- 11 holidays
- 2 wellness days
- 8 volunteer hours annually
- PTO increases with tenure
- Supportive, responsive management approach
- Opportunities for career growth and advancement
- Paid parental leave
- Adoption/surrogacy assistance
- Employee giving program that double matches your donations to eligible nonprofits and schools
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
