Senior Middle Market Client Manager

Jobtailor; Schaumburg (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

Jobtailor in Schaumburg, IL seeks a strategic advisor for mid-market clients to guide benefit plans, contracts, and service issues. You will build strong relationships and drive client growth while ensuring operational excellence through proactive engagement and cross-functional collaboration.

You will oversee the transition from implementation to ongoing management, ensure compliance with performance guarantees and contractual obligations, and identify and pursue up-sell and cross-sell

Qualifications

• Bachelor’s degree in Business or related field required.
• Minimum 4 years of group insurance client management experience.
• State insurance license required.
• Proven expertise in client management, consulting, negotiation, and leadership.
• Advanced proficiency in Excel, Word, and PowerPoint.
• Strong analytical, organizational, and communication skills.
• Demonstrated ability to manage complex projects independently.
• Ability to travel up to 50%.

Responsibilities

• Serve as primary strategic advisor for assigned middle market clients.
• Deliver expert guidance on benefit plans, contracts, and service issues.
• Build strong client relationships and drive client growth.
• Ensure operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration.
• Manage the transition from implementation to ongoing client management.
• Oversee compliance with performance guarantees and contractual obligations.
• Identify and pursue up-sell and cross-sell opportunities.
• Develop and execute re-enrollment strategies.
• Coordinate cross-functional teams to resolve complex issues.
• Serve as a subject matter expert and mentor colleagues.

Skills

Client Management

Consulting

Negotiation

Leadership

Cross-functional Collaboration

Analytical Skills

Education

Bachelor’s degree in Business or related field

Tools

Excel

Word

PowerPoint

Job description

• Serve as the primary strategic advisor for assigned middle market clients


• Deliver expert guidance on benefit plans, contracts, and service issues


• Build strong client relationships and drive client growth


• Ensure operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration


• Manage the transition from implementation to ongoing client management


• Oversee compliance with performance guarantees and contractual obligations


• Identify and pursue up-sell and cross-sell opportunities


• Develop and execute re-enrollment strategies


• Coordinate cross-functional teams to resolve complex issues


• Serve as a subject matter expert and mentor colleagues

Requirements

• Bachelor’s degree in Business or related field


• Minimum 4 years of group insurance client management experience


• State insurance license required


• Proven expertise in client management, consulting, negotiation, and leadership


• Advanced proficiency in Excel, Word, and PowerPoint


• Strong analytical, organizational, and communication skills


• Demonstrated ability to work independently and manage complex projects


• Demonstrated financial aptitude and analytics skills


• Ability to Travel: Up to 50%

Core Competencies

Demonstrates expertise in client management and consulting within the group insurance sector, with a strong focus on strategic problem-solving, compliance oversight, and relationship building. Proficient in managing complex projects and delivering operational excellence through effective communication and collaboration.

Highest-signal resume keywords

• Group Insurance Client Management


• Client Consulting


• Negotiation Skills


• State Insurance License


• Advanced Excel Proficiency

ATS Optimization Keywords

Hard Skills

• Client Management


• Consulting


• Negotiation


• Financial Analytics


• Project Management

Soft Skills

• Analytical Skills


• Organizational Skills


• Communication Skills


• Leadership

Certifications & Qualifications

• State Insurance License

Industry Keywords

• Benefit Plans


• Performance Guarantees


• Cross-Functional Collaboration


• Re-Enrollment Strategies


• Up-Sell Opportunities

Tools & Technologies

• Excel


• Word


• PowerPoint