Client Relationship Manager

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

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.