Client Representative
Core
Proactive management, education, and profitable growth of assigned Regional Tier 2 and Tier 3 business for clients and brokers.
Role type
Senior Client Relationship Manager (Benefits/Insurance)
Builds
Client retention strategies, consultative content, and enrollment strategies for benefit offerings.
Domain
Insurance and Employee Benefits
Required skills
consultative selling, relationship management, strategic planning, data analysis, negotiation, presentation, delegation, underwriting concepts, product portfolio knowledge, business acumen
Preferred skills
market trend analysis, competitor data utilization, technology platform knowledge, coaching and mentoring, cross-selling
Technologies
CRM platforms, market trend tools, competitor data systems
Responsibilities
Lead client and broker meetings, drive renewal conversations, execute book of business strategy, create consultative content, collaborate with sales teams, delegate action items to team members, travel to manage the book of business
Seniority
Senior, hands-on IC with leadership responsibilities