Client Manager Small Group - NY
$56,000–$56,000 year
HybridLatham, New York, United States
Job Summary
Review new products and technologies with clients to sell assigned lines, renewals, and add-ons while managing senior-level relationships with brokers and consultants. Develop and execute business plans for retaining and growing membership, conducting routine service calls as the primary group contact for strategic planning. Lead internal partners in delivering client strategy, complete sales projections, finalize rates, and prepare reports for presentations. Advocate for escalated services issues to ensure customer satisfaction and loyalty. This hybrid role in Latham, NY requires onsite presence three days a week (T, W, Th) and involves 25-50% travel. A state-specific Producer License for Life, Accident, and Health is required.
Required Qualifications
- High School / GED
- 2 years of Account/Client Management experience or other relevant experience
- State specific Producer License's for Life, Accident & Health
- Ability to speak publicly and extemporaneously on a variety of subjects
- Presentation, communication and negotiation skills
- Organizational skills and the ability to meet deadlines
- Creativity and Innovation
- Persistence & Resilience
- Problem Solving
- Influence
- 25% - 50% Travel Requirement
- Lifting: up to 10 pounds
- Lifting: 10 to 25 pounds
- HIPAA compliance
- Code of Business Conduct adherence
- adherence to applicable federal and state laws, rules, and regulations
- adherence to company policies and training requirements
Desired Qualifications
- Bachelor's Degree in Business Administration, Business Management or related field
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