Senior Manager, Client Success

The Senior Manager, Client Success has the mandate on managing client
relationships, growing a portfolio of accounts, and closing new business. The position works
closely with advisors, plan administrators, and internal teams to understand client needs,
deliver group benefits solutions, and support ongoing account management while meeting
sales and retention goals.

Responsibilities:
● Deliver measurable client success outcomes using creative, innovative approaches
● Manage the entire sales cycle and grow a designated portfolio of client accounts
● Achieve sales results and close new business opportunities
● Analyze client needs and providing tailored solutions
● Building and maintain the advisor and Plan Administrator relationship
● Develop and implement account strategies to meet sales targets
● Conduct sales presentations and deliver proposals
● Provide ongoing reporting, group management and foster relationship to advance
sales with existing customers
● Track all sales activities in CRM and report to senior management team
● Provide suggestions and guidance to the technical/operations team
● Perform other relevant duties as assigned

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

● 3+ years work experience in a similar role such as insurance or group benefits or
client services
● Bilingual proficiency in written and oral communication
● Post-secondary in relevant field of study
● Demonstrated knowledge of group benefits and related products
● Able to interpret and understand of complex contracts

● Creative and innovative approach to problem solving with the ability to make
decisions, being results oriented
● Demonstrates strong interpersonal skills while consistently projecting a professional
image and demeanor
● Maintains a positive attitude and collaborates effectively as a team player with both
internal and external stakeholders
● Valid Driver's License and access to a vehicle
● GBA Designation an asset

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.