Director, Client Services

Client Retention & Renewal Management:

• Own the profitable renewal of assigned clients including strategy development.
• Proactively identify and address client retention risk; escalate high-risk situations with recommended action plans.
• Maintain client contract compliance and ensure timely execution of renewals and amendments.

Consultant & Broker Relationship Management:

• Build and maintain trusted peer-level relationships with national and regional benefits consultants and brokers supporting the book.
• Serve as a primary point of contact for consultant escalations and strategic account discussions.
• Partner with internal teams to ensure consultants receive timely, accurate performance data and market intelligence.

Financial & Performance Accountability:

• Monitor and manage book-level profitability, ensuring alignment with assigned thresholds and financial targets.
• Identify and pursue incremental revenue opportunities through upsell, cross-sell, and product expansion.
• Oversee client contract performance guarantee tracking and reporting.