Client Growth Manager, Insurance

Distro; Chandler (AZ); On-site; USD 110,000 - 145,000; Full time

Job summary

PrismHR is seeking a Client Growth Manager, Insurance, to expand adoption of our insurance, benefits, and advisory solutions within our existing customer base. You will drive consultative discovery, coordinate with Benefit Sales Consultants, and move opportunities through quoting, contracting, and adoption.

In this role, you will build growth plans for PrismHR customers, conduct discovery on benefit offerings, and partner with cross-functional teams to advance opportunities and resolve blockers.

Responsibilities

• Build and manage a targeted growth plan for PrismHR customers, prioritizing opportunities based on customer needs and revenue potential.
• Conduct discovery conversations to understand current benefit offerings, broker and carrier relationships, employee needs, and growth objectives.
• Identify and qualify opportunities across advisory services and insurance solutions.
• Participate in strategic business reviews and customer planning sessions, presenting relevant solutions and next steps.
• Coordinate handoffs to Benefit Sales Consultants for quoting, contracting, and adoption.
• Maintain relationships with PEOs, ASOs, payroll service bureaus, and other PrismHR customers through outreach and events.
• Partner with cross-functional teams to advance opportunities and resolve blockers.
• Translate customer feedback into actionable recommendations for product positioning and campaigns.

Job description

About Us

PrismHR is the leading payroll, benefits, and HR software for Human Resource Outsourcing (HRO) organizations, including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Powering more than 80,000+ companies, 2.5 million worksite employees, and $85 billion in payroll processed annually, PrismHR is the most efficient, reliable, and scalable software solution to help PEOs and ASOs grow and prosper. The PrismHR platform is a complete, integrated HR solution supporting the full "hire-to-retire" lifecycle of HR services. And PrismHR provides a wide range of additional resources that go beyond just technology and support: PrismHR SEEDS sales and marketing program, the annual PrismHR LIVE Conference, and numerous learning opportunities throughout the year are all designed specifically to help PrismHR customers grow their business.

Position Summary

The Client Growth Manager, Insurance is responsible for expanding adoption of PrismHR's insurance, benefits, and advisory solutions across the existing customer base. This role creates qualified growth opportunities through consultative discovery, customer outreach, customer strategic advisory discussions, and coordinated partner engagement. The CGM translates customer needs into actionable opportunities and partners with Benefit Sales Consultants and cross-functional teams to move qualified opportunities through quoting, contracting, implementation, and adoption.

Essential Duties and Responsibilities

• Build and manage a targeted growth plan for assigned PrismHR customers, prioritizing opportunities based on customer needs, employee populations, existing offerings, renewal timing, and revenue potential.
• Conduct discovery conversations to understand current benefit offerings, broker and carrier relationships, employee needs, administrative challenges, and growth objectives.
• Identify and qualify opportunities across advisory services, retail and voluntary products, broker-of-record or co-broker-of-record services, and other approved insurance solutions.
• Participate in strategic business reviews and customer planning sessions, presenting relevant solutions, growth insights, and recommended next steps.
• Create clear opportunity briefs and coordinate disciplined handoffs to Benefit Sales Consultants or designated sales resources for quoting, policy creation, contracting, and deal execution.
• Build trusted relationships with PEOs, ASOs, payroll service bureaus, HROs, and other PrismHR customers through consistent outreach, education, event participation, and scheduled check-ins.
• Partner with Customer Success, Sales, Sales Engineering, Product, Marketing, Professional Services, Support, and leadership to advance customer opportunities and resolve blockers.
• Translate customer feedback and market observations into actionable recommendations for product positioning, enablement, campaigns, and service improvements.
• Maintain customer confidence through clear communication, accurate follow-up, and ownership of next steps throughout the growth process.
• Serve as a primary sales liaison for designated carrier, broker, and solution-provider partners.
• Lead recurring partner sales pipeline and sales-alignment meetings to review opportunities, clarify ownership, coordinate outreach, and remove barriers.
• Maintain complete and accurate opportunity records in Salesforce, including outreach, discovery findings, customer needs, stage, value, next steps, risks, and partner involvement.
• Monitor pipeline health, conversion progress, attach rates, premium or revenue potential, and partner performance; identify actions needed to improve results.
• Prepare recurring updates for leadership summarizing pipeline, forecast, customer activity, etc.
• Develop strong working knowledge of employer-sponsored insurance and benefit solutions, including medical, dental, vision, life, disability, and voluntary benefits.
• Stay current on customer buying drivers, renewal dynamics, channel economics, competitive positioning, and trends affecting PEO and payroll customers.
• Educate customers on PrismHR's insurance and advisory value proposition in clear, practical language.
• Regular, on-site attendance is an essential job function due to the need for secure access to systems, collaboration on sensitive technical matters, participation in operational meetings, and hands-on involvement.
• Some domestic travel may be required to attend team onsite meetings, client visits, customer events, industry conferences, and training sessions. This may include air travel, ground transportation (including cars, taxis, or rideshare services), and in some cases potential public transportation.

Marginal Functions

Build, maintain, and promote relationships with team members, peers across disciplines, and all other company team members, ensuring effective coordination of communications and services affecting clients. Participate in special projects or initiatives, such as system upgrades, process...