Senior Relationship Manager

Voluntary Benefits Consultant/Relationship Manager

  • Retains and expands existing client relationships and has oversight responsibilities for the implementation of new clients.
  • Identifies key decision makers and determines the services, products and combinations that will best serve and address the client issues and objectives.
  • Leads the development of optimum project and expansion solutions for the client.
  • Negotiates renewals with the client/carrier for the efficient delivery of services at profitable fee or commission levels.
  • Ensures the full scope of services are priced appropriately for client expansion opportunities.
  • Maintains and manages client profitability.
  • Travel is required to lead client meetings and presentations.
  • Reports at-risk accounts; develops and executes client retention strategies.
  • Effectively develops opportunities, client relationships and gains new business.
  • Responsible for year over year growth of business through preservation of renewal business, business expansion, and meeting the organization's profitability and budget goals.
  • Documents the scope of service and compensation in a Client Service Agreement/Statement of Work by working with legal and negotiating with client to execute the contract.
  • Creates a client-specific business plan to ensure growth, retention, and expansion goals are met.
  • Seeks feedback products, projects, and services through ongoing client dialogue.
  • May be requested to assist Sales Professionals with prospective clients.
  • Coordination with internal operational departments to ensure service levels meet or exceed client expectations and protect the firm from Errors & Omissions (E&O).
  • Ensures quality of deliverables and enforcement of critical deadlines through effective communication.
  • Facilitates communication between the client and the service team members locally and nationally.
  • Communicates with each team member, promoting and encouraging a positive team atmosphere.
  • Ensures that Transparency and Disclosure, Best Practices and quality standards are adhered to in all aspects of the practice and is responsible for all contractual and regulatory compliance.
  • Works with compliance department to follow up and monitor quality standards.


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