Insurance Growth Manager for HRO Clients

Prismhr-2; Chandler (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

PrismHR is seeking a Client Growth Manager, Insurance to expand adoption of PrismHR’s insurance, benefits, and advisory solutions within existing customers. The role requires consultative discovery, customer outreach, and collaboration with cross-functional teams to move opportunities from quoting to adoption.

Ideal candidates have 5+ years in employee benefits or related fields, strong communication and relationship-building skills, and proficiency with Salesforce and Office tools.

Qualifications

• Bachelor’s degree or equivalent combination of experience and skills preferred.
• Five (5)+ years of experience in employee benefits, insurance, customer growth, consultative sales, account management, or related field.
• Experience with PrismHR, benefits enrollment technology, carrier connectivity, or insurance advisory services preferred.
• Salesforce experience preferred.

Responsibilities

• Build and manage targeted growth plans for PrismHR customers, prioritizing opportunities based on needs and revenue potential.
• Conduct discovery conversations to understand current benefit offerings and growth objectives.
• Identify and qualify opportunities across advisory services and insurance solutions.
• Lead partner sales pipeline and coordinate with Benefit Sales Consultants for quoting and contracting.
• Maintain complete opportunity records in Salesforce and monitor pipeline health.

Skills

Communication skills

Time management

Cross-functional collaboration

Executive-level communication

Consultative discovery

Pipeline management

Customer-centric

Relationship building

Education

Bachelor's degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

PrismHR is seeking a Client Growth Manager, Insurance to expand adoption of PrismHR’s insurance, benefits, and advisory solutions within existing customers. The role requires consultative discovery, customer outreach, and collaboration with cross-functional teams to move opportunities from quoting to adoption.

Ideal candidates have 5+ years in employee benefits or related fields, strong communication and relationship-building skills, and proficiency with Salesforce and Office tools.