Client Manager

Overview

Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive.

Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.

Responsible for renewing existing block of current clients through strategy, consultation, negotiation, positioning value adds, making plan recommendations and providing overall support. Maintaining strong relationships with our distribution partners, brokers and employer groups is also critical for achieving success in this role.

• Renew assigned book of business (employers and lives) - lead renewal delivery, develop renewal strategy including review of internal data and competition, negotiation activities including alternative solutions and facilitate presentation of strategy to retain profitable business.
• Ensure successful implementation of new business by working closely with the Sales Consultants and Underwriting Operations to implement a successful onboarding experience for customers including welcome call and plan education.
• Provide general support and escalated service during the plan year including maintaining business relationships with assigned distribution partners, brokers, and employer groups. Involvement (and delegation) for but not limited to:
  Problem solving/issue resolution, Personal contact with clients - face to face meetings, phone calls, virtual web meetings, etc., Creates, analyzes, and presents reporting packages, Coordinating and presenting renewals, claim reviews with appropriate follow-through, and Oversee stop loss renewal with Account Associates
• Assess performance of groups during the plan year, surfacing any threats and opportunities, present group experience and understanding of key cost drivers. Review monthly utilization trends to help prepare for the next renewal. Share insights with internal partners to help calculate renewal increase. Discuss new programs, value-added benefits, Healthcare reform guidelines, plan ideas, and recommended solutions with the broker and employer.
• Provide internal and external training as required, including process/guideline changes. Partner with marketing to co-create employer and employee educational messaging. Participate in cross-functional teams and special projects as assigned.

• Minimum 2-3 years’ experience in Sales and/or Account Management field.
• Demonstrated analytical skills and knowledge to consult with customers on insurance products.
• Possess excellent interpersonal and communication skills both verbal and written, good presence, team player, encouraging, diplomatic and flexible with the ability to listen well, be persistent and patient in endeavoring to fully understand customer needs.
• Ability to work independently and make good decisions consistent with divisional objectives and handle conflict with minimal oversight.
• Strong time management skills.

• Active life and health license or ability to complete/obtain within first year of employment with company support.
• Bachelor’s Degree or equivalent experience.

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

$62,947.30 - $90,923.65 per year

The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a…