Client Manager – PA Small Group

Job Title

This job is responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through intermediaries. The incumbent is responsible for renewing accounts and selling new products and services to existing accounts to ensure retention and growth of profitable business.

This is a hybrid based role - 3 days a week onsite in either Blue Bell, PA, Camp Hill, PA, Wilkes Barre, PA or Wilmington DE.

Essential Responsibilities

• Review new products, services, capabilities, and technologies with the client in order to sell assigned product lines, renewals and add-on sales to ensure retention, profitability and growth of existing business.
• Manage relationships at senior levels with clients, consultants and brokers/producers by creating valued business partnerships, demonstrating business acumen and cultivating an active network.
• Develop appropriate sales solutions giving consideration to increased competition and the changing political environment.
• Develop, implement and execute business plans and metrics for retaining and growing membership while enhancing profitability and cross-selling.
• Conduct routine service calls and function as the primary Group contact for strategic planning and consultation.
• Support customers during the implementation of sales contracts and throughout the relationship by advocating for escalated services issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty.
• Complete and maintain sales projections, finalize rates and benefit adjustments and prepare reports and documents for renewal and sales presentations.
• Participate in product development and prepare business programs (i.e. territory specific action plans and strategy for closing sales) and long term strategy for specific account needs. Lead internal partners (Clinical, Analytics, etc.) in delivering client strategy.
• Other duties as assigned or requested.

Education

Required

• High School / GED

Substitutions

• None

Preferred

• Bachelor's Degree in Business Administration, Business Management or related field

Experience

Required

• 2 years of Account/Client Management experience or other relevant experience

Preferred

• None

Licenses or Certifications

Required

• State specific Producer License's for Life, Accident & Health are required or must be obtained within 45 days of hire

Preferred

• None

Skills

• Ability to speak publicly and extemporaneously on a variety of subjects
• Presentation, communication and negotiation skills
• Organizational skills and the ability to meet deadlines
• Creativity and Innovation
• Persistence & Resilience
• Problem Solving
• Influence

Language (Other than English):

None

Travel Requirement:

25% - 50%

Physical, Mental Demands and Working Conditions

Position Type

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Regularly

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Never