Senior Client Manager

Role Description

Oversees highly complex or strategically significant client relationships and delivers high‑touch, advisory service. This role leads complex engagements and may mentor staff or support market‑level initiatives.

ESSENTIAL JOB DUTIES include but are not limited to:

• Manages dedicated Book of Business: high-revenue, high-complexity or strategically significant book, often including more complex funding models (e.g., self-funded, custom-designed plans) and key accounts with high-touch, high-frequency service needs.
• Drives expert client lifecycle management, including escalated issue resolution and strategic advisory support.
• Collaborates with Producers and internal partners on prospect support and service optimization.
• Leads complex renewals, funding strategies, vendor negotiations, and long‑term lifecycle planning for key accounts.
• Contributes to workload evaluation and engagement in process improvement.
• Coaches and mentors Client Managers and support staff.

key strengths and traits include but are not limited to:

• Exemplary oral & written communication skills
• Analytical thinking
• Conflict management
• Systems thinking: ability to manage complexity a