Client Manager

About The Role

Responsible for renewing existing block of current clients through strategy, consultation, negotiation, positioning value adds, making plan recommendations and providing overall support. Maintaining strong relationships with our distribution partners, brokers and employer groups is also critical for achieving success in this role.

Key Accountabilities

Renew assigned book of business (employers and lives) - lead renewal delivery, develop renewal strategy including review of internal data and competition, negotiation activities including alternative solutions and facilitate presentation of strategy to retain profitable business.

Ensure successful implementation of new business by working closely with the Sales Consultants and Underwriting Operations to implement a successful onboarding experience for customers including welcome call and plan education.

Provide general support and escalated service during the plan year including maintaining business relationships with assigned distribution partners, brokers, and employer groups. Involvement (and delegation) for but not limited to : Problem solving / issue resolution, Personal contact with clients - face to face meetings, phone calls, virtual web meetings, etc., Creates, analyzes, and presents reporting packages, Coordinating and presenting renewals, claim reviews with appropriate follow-through, and Oversee stop loss renewal with Account Associates.

Assess performance of groups during the plan year, surfacing any threats and opportunities, present group experience and understanding of key cost drivers. Review monthly utilization trends to help prepare for the next renewal. Share insights with internal partners to help calculate renewal increase. Discuss new programs, value-added benefits, Healthcare reform guidelines, plan ideas, and recommended solutions with the broker and employer.

Provide internal and external training as required, including process / guideline changes. Partner with marketing to co-create employer and employee educational messaging. Participate in cross-functional teams and special projects as assigned.

Minimum Requirements

Minimum 2-3 years' experience in Sales and / or Account Management field. Demonstrated analytical skills and knowledge to consult with customers on insurance products. Possess excellent interpersonal and communication skills both verbal and written, good presence, team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavoring to fully understand customer needs. Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight. Strong time management skills.

Preferred

Active life and health license or ability to complete / obtain within first year of employment with company support. Bachelor's Degree or equivalent experience.

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois) : $62,947.30 - $90,923.65 per year. The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus.

We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand : Trustmark In addition to compensation, we offer a comprehensive benefits package that includes : Health / dental / vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.