Client Manager Associate, Select Market (South)

The Client Manager Associate, Select Market will assume overall responsibility for assisting Sales Representatives in the renewal process as well as recognizing opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and use best practices at all times.

The Client Manager Associate is directly and/or indirectly accountable for activities associated with plan retention and Add Issue sales including, but not limited to, generating plan options and quotes for additional lines of coverage. The individual will proactively mine for Add Issue opportunities, as well as handle incoming renewal requests. A successful candidate demonstrates strong customer service acumen, strong consulting/negotiation skills, and a deep product knowledge with a high degree of operational effectiveness.

You Are

• Proven ability to build and maintain strong relationships with producers, clients, and internal partners.
• Strong consultative, negotiation, persuasion, and influencing skills with a customer-focused and sales-oriented mindset.
• Skilled at reviewing, interpreting, and communicating renewal rates, plan options, and coverage recommendations.
• Knowledgeable in group insurance products, contracts, services, and underwriting principles.
• Demonstrated success identifying growth opportunities and supporting retention initiatives within an existing book of business.
• Excellent verbal and written communication skills with the ability to explain complex information clearly and professionally.
• Strong analytical and mathematical aptitude with the ability to interpret data and make informed recommendations.
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
• Proficient in Microsoft Office applications, including Excel, Word, PowerPoint, and Access, along with CRM and insurance administration systems such as Salesforce.

.You Will

• Provide renewal rate relief for the Select Market segment through negotiations with underwriting and generating plan options.
• Proactively identify Add Issue opportunities for the Select Market segment by generating reports and other strategies developed in collaboration with Sales Consultants. Follow up with producers and assistants regarding Renewal/Add Issue status; engage Sales Consultants as needed to help close the sale.
• Review Experience Reports with Sales Consultants for the Select Market segment; Package/deliver appropriate reports based on Sales Consultant’s authorization; Understand, interpret, and clearly communicate renewal rates, options, and add issue quotes to the Producer/Assistant.
• Deliver renewals to the Producer/Assistant/Planholder via email or mail for the Select Market segment.
• Serve as Subject Matter Expert on various systems (Salesforce, CPS, Panorama, etc.) capabilities, products, and workflow procedures.

You Have

• 3-5 years industry experience preferably in a sales environment
• BA or BS Degree preferred or equivalent work experience
• Demonstrated success in servicing Producer/Assistants/Customers
• Excellent communication skills
• Strong consultative, negotiation, persuasion and influencing skills – sales orientation
• Ability to build and maintain collaborative working relationships at all levels
• Strong attention to detail; planning and organizational skills
• Strong mathematical aptitude/analytical skills
• Goal Oriented – meets Add Issue/persistency goals, etc.
• Computer proficiency in Microsoft Access, Excel, Word and PowerPoint, Salesforce, CPS, Panorama
• Ability to represent in a professional manner
• Solid knowledge of group insurance, products, contracts, and services
• Knowledge of underwriting principles and practices

Location and Work Arrangement:

• The preferred location for the Client Manager Associate is remote in the Greater Carolina area.
• The work arrangement will be hybrid (partial in-office presence; partial work from home) for anyone in a commutable distance to the Atlanta office.
• Occasional travel within the territory required

Salary Range:$37,980.00 - $62,392.50

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

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Equal Employment Opportunity

is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

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