Insurance Growth & Client Expansion Lead

Distro; United States; Presencial; USD 99.000 - 100.000; Jornada completa

Descripción de la vacante

PrismHR is seeking a Client Growth Manager, Insurance to expand adoption of PrismHR’s insurance, benefits, and advisory solutions within the existing customer base. The role emphasizes consultative discovery, customer outreach, and coordinated partner engagement to advance opportunities.

You will partner with Benefit Sales Consultants and cross-functional teams to move opportunities through quoting, contracting, implementation, and adoption, while maintaining Salesforce records and driving

Formación

• Bachelor’s degree or equivalent with 5+ years in employee benefits, insurance, customer growth, consultative sales, account management, or related field.
• Experience with PEOs, ASOs, payroll service bureaus, benefit technology, brokers, carriers, or HR technology strongly preferred.
• Salesforce experience preferred.

Responsabilidades

• Build and manage a targeted growth plan for PrismHR customers.
• Conduct discovery conversations to understand current benefit offerings and needs.
• Identify and qualify opportunities across advisory services, retail and voluntary products, broker-of-record or co-broker-of-record services.
• Lead partner sales pipeline and coordinate outreach, ownership, and next steps.

Conocimientos

Excellent communication

Interpersonal skills

Cross-functional collaboration

Executive-level communication

Pipeline management

Forecasting

Customer growth

Educación

Bachelor’s degree

Herramientas

Salesforce

Excel

PowerPoint

Descripción del empleo

PrismHR is seeking a Client Growth Manager, Insurance to expand adoption of PrismHR’s insurance, benefits, and advisory solutions within the existing customer base. The role emphasizes consultative discovery, customer outreach, and coordinated partner engagement to advance opportunities.

You will partner with Benefit Sales Consultants and cross-functional teams to move opportunities through quoting, contracting, implementation, and adoption, while maintaining Salesforce records and driving