Senior Client Manager
About The Position
Through experience, judgement and analytics develop and execute effective sales strategies that drive revenue growth for existing clients with up to 999 enrolled employees. Retain and grow existing client base of 500-999 enrolled employees; book of business will include up to 350 clients and $40,000,000 in annual revenue Through strategic consultation, formulate and implement customized business solutions for customers Connect business plan objectives with corporate initiatives Demonstrate a thorough understanding of underwriting guidelines and show high/solid proficiency with underwriting calculations and impacts Analyze data to provide strategic sales consultation to identify and secure renewal and/or upsell opportunities Develop and implement strategic sales plans to attain quota, focus on increasing revenue while also ensuring account retention and long-term viability Ability to identify and execute complex sales messaging strategies tailored to a diverse customer base Educate the customer base on available products and programs Focus sales efforts on opportunities that meet customer needs and support market strategy Deliver informal and formal presentations to audiences of 25 or more Identify territory trends, competition, and customer behavior to develop strategic plans that maximize revenue and growth potential Drive cross-collaboration within SBU’s and across other lines of business to leverage enterprise strategies Any additional duties assigned by leadership
Requirements
- Bachelor’s Degree in Business or related field, or equivalent experience
- Seven years of sales experience, focused on account management, business development, or client relationship experience
- Demonstrated ability to interpret and articulate underwriting methodology, claims data, and experience-rated renewals
- Leverage experience to achieve strategic initiatives and performance goals
- Provide resolutions through the ability to successfully influence and negotiate
- Demonstrate professionalism and leadership in dealing with situations involving complexity, controversy, or conflict
- Ability to navigate complex situations through the organizational landscape with multiple stakeholders
- Consistently use discretion and good judgment in all customer and team interactions
- Build relationships with key decision-makers
- Advanced written and verbal communication skills
- Ability to deliver presentations to large groups
- Strong attention to detail, organizational, and customer service skills
- Demonstrates financial acumen or ability to learn it
- Ability to travel up to 25% of the time
- Possess Clean DMV record
- Ability to achieve and maintain any applicable agent licensing requirements for any state(s) within the assigned sales territory
Nice To Haves
- Insurance industry experience preferred
Responsibilities
- Develop and execute effective sales strategies that drive revenue growth for existing clients with up to 999 enrolled employees
- Retain and grow existing client base of 500-999 enrolled employees
- Formulate and implement customized business solutions for customers
- Connect business plan objectives with corporate initiatives
- Demonstrate a thorough understanding of underwriting guidelines and show high/solid proficiency with underwriting calculations and impacts
- Analyze data to provide strategic sales consultation to identify and secure renewal and/or upsell opportunities
- Develop and implement strategic sales plans to attain quota, focus on increasing revenue while also ensuring account retention and long-term viability
- Identify and execute complex sales messaging strategies tailored to a diverse customer base
- Educate the customer base on available products and programs
- Focus sales efforts on opportunities that meet customer needs and support market strategy
- Deliver informal and formal presentations to audiences of 25 or more
- Identify territory trends, competition, and customer behavior to develop strategic plans that maximize revenue and growth potential
- Drive cross-collaboration within SBU’s and across other lines of business to leverage enterprise strategies
- Any additional duties assigned by leadership
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
