Client Relationship Manager responsible for managing relationships with Health & Risk Solutions clients. Focused on building partnerships and driving growth in a hybrid work model.
Responsibilities
Establish and maintain excellent working relationships with both internal and external partners
Partner with ICs to ensure seamless implementations, proactively addressing questions and concerns
Conduct consistent, proactive education and outreach communication with external partners
Assess, clarify, and validate customer needs, proposing innovative solutions to address unique challenges
Demonstrate success in negotiation, persuasion, and solutions-based service across departments
Oversee issue resolution, identify root causes, and participate in creating solutions
Manage the ongoing lifecycle and renewal process for your assigned block of business
Handle escalated service issues from SLS, providing creative alternatives to enhance client experience
Collaborate with Sun Life Financial personnel to meet client expectations and growth objectives
Maintain in-depth knowledge of H&RS products, services, processes, and the self-insured competitive landscape
Act as a liaison between the home office and the Distribution team
Use Salesforce to manage business and document all relevant customer and broker activities
Participate in developing CRM team processes, suggesting efficiency improvements using CI Tools
Partner with CRE on projects representing the Client Success Organization
Requirements
Bachelor's degree and/or 1-3 years of Group, Stop Loss, and Self-Funded insurance experience (preferred)
Exceptional communication skills and strong relationship-building abilities
Proven success in negotiation, persuasion, and solutions-based service
Strong record of effective customer service
Excellent organizational and prioritization skills
Ability to work in a fast-paced environment, managing multiple priorities
Critical thinking skills and autonomous work capability
Proficiency in Microsoft Office suite, especially Excel
Experience with CRM tools, particularly Salesforce
Strong presentation and interpersonal skills
Effective listening and note-taking abilities
Results-oriented mindset and superior collaboration skills
Benefits
generous vacation and sick time
market-leading paid family, parental and adoption leave
medical coverage
company paid life and AD&D insurance
disability programs
partially paid sabbatical program
401(k) employer match
stock purchase options
employer-funded retirement account
flexible, inclusive and collaborative work environment
Employee Relations Manager driving wellness objectives and KPIs at BBVA. Leading wellness proposals and maintaining employee retention mechanisms in Peru.
Account Manager driving growth within Strategic Accounts for Datasite. Engaging with clients to enhance partnerships and achieve revenue targets while leveraging market knowledge.
Relationship Manager responsible for customer satisfaction and driving ROI for Grata's platform. Engage with clients and ensure high retention rates through effective management.
Account Manager leading growth initiatives within strategic accounts at Grata. Driving relationship building and sales for consulting services with investment firms and banks.
Account Representative I responsible for expanding business relationships with medium - sized accounts. Focused on customer satisfaction while developing new leads in the industrial sector.
Associate Territory Manager supporting sales team in achieving territory sales goals for Davol’s medical device portfolio. Responsible for customer engagement, product knowledge and administrative assistance.
Business Development Account Manager handling client relationships for data analytics and research at Euromonitor. Focused on renewing contracts and driving revenue growth in Western Europe.
Key Account Manager responsible for client relationship management, project onboarding, and sales opportunities in logistics software. Focus on sustainable solutions and process improvements.
Account Manager managing key client relationships and driving growth strategies at Fanatics Commerce. Focused on creating partnerships and executing integrated marketplace plans for sports merchandise.