Job Description
Job Description
We’re looking for a Client Relationship Manager who thrives on ownership. You’ll manage a robust book of business in the Employee Benefit Insurance space — serving as the primary point of contact, strategic advisor, and problem-solver for a diverse portfolio of clients. This is a high-visibility role with real autonomy and a direct line to leadership.
What You’ll Do
▪ Own the client relationship end-to-end — from onboarding and renewals to day-to-day support and strategic planning
▪ Lead the full renewal process, driving outcomes that protect both the client’s interests and the firm's retention goals
▪ Build customized service plans and conduct in-person and virtual benefits education sessions
▪ Proactively identify cross-sell opportunities and grow account revenue year over year
▪ Resolve claims, billing, and administrative issues quickly and thoroughly
▪ Coordinate seamless coverage transitions between clients, carriers, administrators, and employees
▪ Maintain accurate, up-to-date records in the agency management system
▪ Stay sharp on healthcare compliance and industry trends so your clients always get your best
▪ Participate in industry events, seminars, and networking opportunities to build your presence and
the firm’s brand
▪ Collaborate with our Analytics and Client Support teams when projects call for it
What you Bring:
- Experience in employee benefits or business insurance at a brokerage, agency, or carrier
- A track record of retaining and growing a client portfolio
- You communicate with confidence — whether that’s presenting to a CFO or walking an HR team through open enrollment
- Detail-oriented enough to manage complex accounts, but people-first enough to build real trust
- Self-directed and accountable — you don’t wait to be told what to do
- Comfortable with technology and committed to keeping your data clean
\nCompany Description
We are a leading employer benefits firm delivering smart benefit solutions to private and publicly traded companies. Behind every seamless open enrollment and every resolved claim is a team that genuinely cares about doing the work right.
Company Description
We are a leading employer benefits firm delivering smart benefit solutions to private and publicly traded companies. Behind every seamless open enrollment and every resolved claim is a team that genuinely cares about doing the work right.