Responsible for the profitable management of a portfolio of clients, maintain and strengthen relationships with consultants/advisors, and work closely with them to ensure client happiness.
Meet annual financial, growth and profitability objectives for your assigned block of business.
Develop and grow existing client and consultant/advisor relationships by delivering superior service, effectively communicate Manulife’s value proposition and products/services and represent Manulife professionally in client-facing meetings.
NegotiationCommunicationProject ManagementRelationship Building
Delivering annual sales plans in partnership with Account Directors and Account Relationship Managers
Identifying trends and analysing partner performance to recommend meaningful improvements
Implementing agreed sales plans to support profitable business growth
Legal & General (L&G) is a leading UK financial services group and major global investor. We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.
Manage a defined territory to generate sales and develop new business
Promote products through presentations, seminars and other approaches
Provide superior service to ensure positive experiences at all times
Foresters Financial is an international financial services provider that began in 1874. They provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security and are committed to sustaining an equal opportunity environment.
Delivering proactive, consultative client service and strategic account management.
Consulting with clients and financial professionals on investment vehicles and plan design.
Supporting clients in managing their fiduciary responsibilities.
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Establish, develop and manage the relationship between Visa and designated clients.
Identify new business development opportunities, take accountability for, and manage the project evaluation of these.
Monitor business results of designated clients, anticipate challenges, and take proactive measures to accomplish targets.
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories. They are dedicated to uplifting everyone, everywhere by being the best way to pay and be paid and offer opportunities to create impact at scale, grow your skills and see your contributions impact lives around the world.
Responsible for business growth with existing manufacturers.
Create, manage, and execute the company’s strategic plan.
Maintain and strengthen overall client relationships.
CareTria is dedicated to providing exceptional care, currently seeking passionate contributors to join their team. As an equal opportunity employer, they value integrity, teamwork, and results-oriented individuals.
Maintain and expand relationships with high-profile dealer clients.
Identify client needs and provide tailored solutions.
Analyze product performance and business trends.
Jobgether uses an AI-powered matching process to ensure candidate applications are reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates and share this shortlist directly with the hiring company, who then take over managing the next steps.
Own day-to-day client relationships, serving as the primary point of contact.
Provide strategic guidance by translating client business goals into integrated marketing roadmaps.
Drive flawless execution by managing scopes, timelines, budgets, and dependencies across workstreams.
Unlock Health is a full-service marketing communication agency, grounded in technology, built for healthcare and integrated with a managed care consultancy with deep revenue strategy expertise. They brought together leading healthcare firms to solve a core challenge: aligning brand, marketing, technology, and revenue strategy.
Drive new business with large employers with 5K to 25K employees.
Lead end-to-end commercial sales opportunities from sourcing to managing the pipeline to closing deals.
Partner with the Consultant Relations Team to build relationships and develop leads from employer benefits consultants.
9amHealth is a cardiometabolic care company that provides custom care plans, prescription medications, and expert guidance to help members live healthier lives. The company is based in San Diego, California, and is backed by 7Wire Ventures, Human Capital, Founders Fund, and others with a total funding of 25 million dollars.
Manage, retain and expand relationships with assigned clients.
Deliver business results to drive high client retention and expansion.
Act as the voice of the client, advocating for their requests and feedback.
Force Therapeutics is reshaping the future of remote therapeutic care. Their intelligent, evidence-driven platform empowers clinicians to extend their reach and engage patients at every pivotal moment of their care journey. As they enter their next phase of innovation and expansion, they’re looking for mission-driven team members who are energized by solving meaningful challenges in healthcare.
Support Complex Large Accounts as a Secondary CM, partnering with Account Executives.
Serve as the primary day-to-day contact for a portfolio of smaller large-group clients.
Execute Core Benefits Analyst Responsibilities, handling the tactical and analytical foundation of client servicing.
Nava is on a mission to fix healthcare. They fuse deep benefits expertise with cutting-edge technology to deliver a modern, transparent, and affordable healthcare experience. Founded by seasoned entrepreneurs and backed by leading investors, Nava is one of the fastest-growing benefits brokerages in the country.
Lead ongoing client and agency relationships at the campaign level.
Ensure constant, clear, communication with internal teams to relay client status updates.
Identify opportunities for account growth and collaborate with Director and Sales lead on renewals, upsells and incremental service.
Impiricus is the first and only AI-powered HCP Engagement Engine, created to transform how life sciences companies support physicians. Deloitte named Impiricus the #1 fastest growing company in North America on the Fast 500 list.
Consult with clients on business issues and marketing program design.
Vericast is the financial institution (FI) performance partner. They help banks and credit unions drive growth, improve efficiency, increase engagement and navigate change through the power of data, technology and people. That’s why thousands of financial institutions look to Vericast and their 150 years of financial services expertise to help them achieve more.
Collaborate with partners and employees to drive successful Implementation and maintenance.
Manage post-implementation relationships with broker partners, sales team, and clients.
Guide broker partners through their client’s new healthcare solution, building strategic roadmaps.
ParetoHealth helps small and medium-sized businesses fight the rising cost of employee health benefits. They have a casual and fun work environment, full of people who take the company mission incredibly seriously.
Successfully renew contracts and cultivate client relationships.
Educate clients on health solutions and drive adoption of change.
Maintain renewal workflow and provide updates to clients/brokers.
Jobgether helps candidates get jobs through AI-driven matching. They ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements, and systems identify the top-fitting candidates.
Drive profitable growth across assigned Strategic Partners.
Execute territory sales strategy by appointing, onboarding, and coaching new partners.
Train new and existing partners on quoting platforms, products, and underwriting guidelines.
DUAL North America is a specialist underwriting group and the market of choice for insurance intermediaries. They have grown to over 650 employees in 14 offices across the US and are continuing to grow, with employee ownership at its heart.
Identify new business opportunities through various channels to achieve sales targets and business growth.
Build and maintain strong relationships with clients by understanding their needs and addressing their concerns promptly.
Work closely with internal teams to ensure smooth service delivery and high client satisfaction.
SGS is the world’s leading testing, inspection and certification company. They operate a network of over 2,500 laboratories and business facilities across 115 countries, supported by a team of 99,500 dedicated professionals.
Serve as the primary point of contact for Sun Life U.S. clients regarding policy inquiries.
Deliver exceptional client service for Whole Life, Term Life, and Universal Life Insurance products.
Adhere to relevant policies, procedures, and regulatory requirements.
Sun Life is a global company focused on helping Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, their impact is far-reaching, and locally relevant. They offer a supportive, flexible, and inclusive work environment.
Deepen client relationships and achieve ambitious sales targets.
Drive profitable growth for clients by introducing innovative products and services.
Develop influential relationships with C-level executives.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates and share this shortlist directly with the hiring company.
Act as the main point of contact for clients, fostering strong relationships and understanding their business objectives.
Oversee project timelines, deliverables, and resource allocation to ensure seamless execution.
Analyze workflows and identify inefficiencies to enhance operational effectiveness.
Medallion's provider operations platform eliminates administrative bottlenecks for healthcare organizations, allowing them to focus on patient care. They are ranked highly on Inc. Magazine’s 2024 and LinkedIn's 2024 fastest growing companies lists and are backed by $130M in funding.