Client Representative

Voya Financial, Inc.; United States; Remote; USD 89,000 - 149,000; Full time

Benefits offered by this job

Health, dental, vision, life insurance

401(k) with company match

Tuition reimbursement

Paid time off

Volunteer time off

Job summary

Voya Financial, Inc. seeks a Client Relationship Manager to lead proactive client management, education, and profitable growth of assigned regional Tier 2 and 3 business. You will nurture broker relationships, drive renewal conversations, and deliver consultative content to clients and partners.

The role requires strong leadership, relationship-building, and communication skills, with travel as needed. Preference for Texas-based candidate but regional travel is expected.

Qualifications

• 4 year college degree or equivalency strongly preferred.
• 5+ years employee benefits / insurance industry experience preferred.
• Required insurance licensing.
• Strong consultative and relationship-building skills; able to influence a range of constituents.
• Ability to travel as needed.

Responsibilities

• Develop and manage proactive client and broker relationships.
• Lead client and partner meetings and create consultative content for the audience.
• Drive renewal conversations and collaborate with sales.
• Educate clients on Voya capabilities and solutions.
• Strategically manage book of business to meet profitability targets.
• Travel as needed to manage the book and meet with clients.

Skills

Consultative skills

Relationship management

Communication

Leadership

Problem solving

Education

4 year college degree or equivalency

5+ years employee benefits/insurance experience

Insurance licensing

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


• Strong organizational, planning, time management and delegation skills


• Strong leadership skills. Ability and desire to coach and mentor others


• Full understanding of underwriting and risk concepts


• Full understanding of, and ability to correlate between the entire Voya product portfolio to educate, and on a consultative basis cross sell products/services to brokers/clients


• Strong business and financial acumen


• Strong computer skills


• Ability to travel as needed

***Prefer this individual to sit in Texas, but open to surrounding region, knowing this person will travel into Texas to mange the book***

Compensation Pay Disclosure:

Voya is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidate’s geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

$89,170 - $148,650 USD

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That’s why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans


• 401(k) Savings plan – with generous company matching contributions (up to 6%)


• Voya Retirement Plan – employer paid cash balance retirement plan (4%)


• Tuition reimbursement up to $5,250/year


• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.


• Paid volunteer time — 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.


• Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.


• Team Mentality: Partnering effectively to drive our culture and execute on our common goals.


• Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions.


• Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya’s name in fraud schemes