Description

What you will do:

  • Own and manage mid-market client and broker relationships across a high-volume book of business (50–60 accounts), ensuring a consistently high-quality client experience.
  • Deliver an exceptional client experience by executing key workflows, monitoring account health, and proactively addressing risks.
  • Track and analyze client success KPIs, translating insights into action plans that drive engagement and retention.
  • Develop and execute engagement plans aligned to client goals, ensuring timely delivery of all initiatives and commitments.
  • Manage multiple concurrent client projects with strong attention to detail, maintaining clear timelines, priorities, and deliverables.
  • Collaborate cross-functionally with Strategic Account Management, Sales, and Concierge (Member Services) to meet client needs, triage issues, and achieve engagement goals.
  • Lead client meetings and communications with key stakeholders and broker partners, providing education, insights, and actionable recommendations.
  • Represent the company in virtual and in-person client-facing sessions (up to 20% travel). Develop and deliver high-quality client reports, presentations, and educational sessions. 
  • Are you interested in this position?

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