Client Representative

Voya Financial, Inc.; Houston (TX); On-site; USD 70,000 - 100,000; Full time

Job summary

Voya Financial, Inc. is seeking a Client Relationship Manager in Houston to lead proactive client management, education and growth across Tier 2 and Tier 3 business.

You will engage with clients and brokers face-to-face, renewals, and strategic collaborations to expand coverage and enrollment opportunities. The role emphasizes consultative leadership, market insight, and strong communication to deliver tailored benefits and robust client education programs.

Qualifications

• Strong consultative skills; able to think broadly when problem solving and making decisions.
• Superior relationship building/management, interpersonal and partnership skills; able to influence a range of constituents.
• Presale expertise that can assist in the influence and sale of Voya’s value proposition.
• Excellent communication, presentation, negotiation, persuasion, and conflict management skills.

Responsibilities

• The Client relationship manager is accountable for proactive customer management, education, development, profitable growth and retention of assigned Regional Tier 2 and Tier 3 business.
• High impact leader who understands the culture and goals of clients and makes suggestions to enhance their benefit offering in alignment with HR team.
• Strong market focus with face to face interactions with clients and brokers beyond standard annual meetings – driving relationships in a proactive manner
• Manages high profile client and broker relationships with professional presence and awareness
• Responsible for leading client and partner meetings and creating consultative content for the audience in a strategic and clear manner
• Collaborates and drives renewal conversations both internally and externally
• Effectively delegates action items and expectations with team members to utilize service model capabilities
• Through proactive interactions with clients; evaluates and executes on opportunities in block of business to increase participation, and add lines of coverage and identifies areas of opportunity for client education, and creates a robust plan to deliver training
• Collaboration with sales team through partnered strategies
• Crafting and delivering marketing and enrollment strategies to clients based on client interactions and knowledge of Voya’s capabilities that align with appropriate solutions, challenging current communication practices with clients
• Develops and executes comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, segment requirements, Voya’s value proposition and individual customer’s needs
• Connects actively and consistently in person with brokers and market partners to gain market knowledge and learn current trends to implement into business strategies as well as communicate information with team members.
• Utilizes and seeks market trend information, competitor data, understands technology partners and platforms, and the needs of the client to produce creative and effective content to share with the clients and brokers enhancing the Voya story

Skills

Client relationship management

Consultative selling

Market knowledge

Communication skills

Presentation skills

Negotiation

Training and education

Education

4 year college degree or equivalency

Job description

Together we fight for everyone’s opportunity for a better financial future.

We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Profile Summary

The Client relationship manager is accountable for proactive customer management, education, development, profitable growth and retention of assigned Regional Tier 2 and Tier 3 business.

Profile Description

• High impact leader who understands the culture and goals of clients and makes suggestions to enhance their benefit offering in alignment with HR team.
• Strong market focus with face to face interactions with clients and brokers beyond standard annual meetings – driving relationships in a proactive manner
• Manages high profile client and broker relationships with professional presence and awareness
• Responsible for leading client and partner meetings and creating consultative content for the audience in a strategic and clear manner
• Collaborates and drives renewal conversations both internally and externally
• Effectively delegates action items and expectations with team members to utilize service model capabilities
• Through proactive interactions with clients; evaluates and executes on opportunities in block of business to increase participation, and add lines of coverage and identifies areas of opportunity for client education, and creates a robust plan to deliver training
• Collaboration with sales team through partnered strategies
• Crafting and delivering marketing and enrollment strategies to clients based on client interactions and knowledge of Voya’s capabilities that align with appropriate solutions, challenging current communication practices with clients
• Develops and executes comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, segment requirements, Voya’s value proposition and individual customer’s needs
• Connects actively and consistently in person with brokers and market partners to gain market knowledge and learn current trends to implement into business strategies as well as communicate information with team members.
• Utilizes and seeks market trend information, competitor data, understands technology partners and platforms, and the needs of the client to produce creative and effective content to share with the clients and brokers enhancing the Voya story

Knowledge & Experience

• 4 year college degree or equivalency strongly preferred
• 5 or more year’s employee benefits /insurance industry experience preferred
• Required insurance licensing
• Strong consultative skills; able to think broadly when problem solving and making decisions
• Segment/specialty knowledge preferred
• Superior relationship building/management, interpersonal and partnership skills; able to influence a range of constituents
• Presale expertise that can assist in the influence and sale of Voya’s value proposition
• Demonstrated success in critical thinking; able to analyze data and make effective recommendations
• Excellent communication, presentation, negotiation, persuasion, and conflict management skills
• Ability to anticipate needs of clients and educate
• Robust strategic re-enrollment expertise