Health Solutions Client Relationship Manager (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Health Solutions Client Relationship Manager (Fintech): Managing and growing a portfolio of regional Tier 2 and Tier 3 business accounts with an accent on consultative relationship building, benefit strategy development, and cross-selling. Focus on driving client retention, delivering enrollment strategies, and collaborating with brokers to enhance market presence.
Location: Must be based in Kansas City, MO, St Louis, MO or Kansas City, KS
Salary: $99,090 - $123,860 USD
Company
is a leading financial services company committed to helping individuals and communities reach a better financial future through inclusive and purpose-driven solutions.
What you will do
- Manage and retain a portfolio of regional Tier 2 and Tier 3 business accounts.
- Drive proactive client and broker relationships through regular face-to-face interactions.
- Develop and execute comprehensive book-of-business strategies aligned with profitability and persistency targets.
- Collaborate with internal sales teams to identify cross-selling opportunities and deliver consultative solutions.
- Create and deliver marketing and enrollment strategies to enhance client benefit offerings.
- Analyze market trends and competitor data to provide strategic insights to clients and internal stakeholders.
Requirements
- 5+ years of experience in the employee benefits or insurance industry.
- 4-year college degree or equivalent experience.
- Strong consultative, negotiation, and presentation skills.
- Deep understanding of underwriting and risk management concepts.
- Proven ability to analyze data and influence a range of constituents.
- Ability to travel as needed for client and broker meetings.
Culture & Benefits
- Comprehensive health, dental, vision, and life insurance plans.
- 401(k) savings plan with up to 6% company match.
- Employer-paid cash balance retirement plan (4%).
- Tuition reimbursement up to $5,250 per year.
- 20 days of paid time off plus nine company holidays and a flexible Diversity Celebration Day.
- 40 hours of paid volunteer time per calendar year.
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