Relationship Manager II at Farmers and Merchants Bank performing duties of a Relationship Manager I with additional lending authority. Focus on managing client relationships and loan services.
VF
Onsite Health Solutions Client Relationship Manager – Regional Accounts
Posted 2 hours ago
About the role
- Client Relationship Manager focusing on proactive management and growth of Regional Tier 2 and Tier 3 business. Engaging with clients and brokers to enhance benefit offerings and ensure retention.
Responsibilities
- The Client relationship manager is accountable for proactive customer management, education, development, profitable growth and retention of assigned Regional Tier 2 and Tier 3 business.
- High impact leader who understands the culture and goals of clients and makes suggestions to enhance their benefit offering in alignment with HR team.
- Strong market focus with face to face interactions with clients and brokers beyond standard annual meetings – driving relationships in a proactive manner
- Manages high profile client and broker relationships with professional presence and awareness
- Responsible for leading client and partner meetings and creating consultative content for the audience in a strategic and clear manner
- Collaborates and drives renewal conversations both internally and externally
- Effectively delegates action items and expectations with team members to utilize service model capabilities
- Through proactive interactions with clients; evaluates and executes on opportunities in block of business to increase participation, and add lines of coverage and identifies areas of opportunity for client education, and creates a robust plan to deliver training
- Collaboration with sales team through partnered strategies
- Crafting and delivering marketing and enrollment strategies to clients based on client interactions and knowledge of Voya’s capabilities that align with appropriate solutions, challenging current communication practices with clients
- Develops and executes comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, segment requirements, Voya’s value proposition and individual customer’s needs
- Connects actively and consistently in person with brokers and market partners to gain market knowledge and learn current trends to implement into business strategies as well as communicate information with team members.
- Utilizes and seeks market trend information, competitor data, understands technology partners and platforms, and the needs of the client to produce creative and effective content to share with the clients and brokers enhancing the Voya story
Requirements
- 4 year college degree or equivalency strongly preferred
- 5 or more year’s employee benefits /insurance industry experience preferred
- Strong consultative skills; able to think broadly when problem solving and making decisions
- Superior relationship building/management, interpersonal and partnership skills; able to influence a range of constituents
- Presale expertise that can assist in the influence and sale of Voya’s value proposition
- Demonstrated success in critical thinking; able to analyze data and make effective recommendations
- Excellent communication, presentation, negotiation, persuasion, and conflict management skills
- Ability to anticipate needs of clients and educate
- Robust strategic re-enrollment expertise
- Strong organizational, planning, time management and delegation skills
- Strong leadership skills. Ability and desire to coach and mentor others
- Full understanding of underwriting and risk concepts
- Full understanding of, and ability to correlate between the entire Voya product portfolio to educate, and on a consultative basis cross sell products/services to brokers/clients
- Strong business and financial acumen
- Strong computer skills
- Ability to travel as needed
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
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