The Client Manager plays a central role in sustaining client engagement and portfolio stability. By focusing on plan design, cost management, and renewal strategies, this position ensures clients receive solutions aligned with their evolving needs. The role emphasizes proactive decision-making, using client data to uncover opportunities and drive meaningful outcomes.
Key Responsibilities
- Lead an assigned portfolio to achieve retention and service excellence goals
- Develop trusted relationships with advisors and Plan Administrators through consistent, consultative engagement
- Use data insights to guide recommendations and improve client-specific strategies
- Support and mentor members of the Customer Success team, fostering professional growth and performance
- Respond effectively to shifting client demands, both internally and externally
- Apply critical thinking to interpret complex agreements and deliver practical, forward-looking solutions
Qualifications
Candidates should bring 2–4 years of experience in client services, insurance, or group benefits. A post-secondary background in a related field is required, with customer service training considered an advantage. Proficiency in MS Office, particularly Word and Excel, and experience with database systems are essential. Strong communication, collaboration, and problem-solving abilities are key. A solutions-focused mindset and adaptability in fast-changing environments are expected.
Advanced knowledge of insurance practices or holding a GBA Designation is preferred. The ideal candidate thrives in inclusive, diverse settings and is committed to continuous learning and development.
Compensation & Benefits
This role offers a salary range of $55,000 to $70,000 per year, with a comprehensive package that includes health and dental coverage, retirement savings with company contributions, and access to mental health resources for employees and their families. Professional growth is supported through assistance with industry designation completion. Additional details about total compensation are shared during the hiring process.
Work Environment
This is an onsite position. The organization values inclusivity, respect, and accessibility, fostering a culture where employees and clients feel supported. We are dedicated to reflecting the diversity of the communities we serve and ensuring every team member can grow and succeed.
