Develops strong personal and collaborative internal and external relationships to manage book of business (including SG Self-funded business & Fully Insured business with small to mid-size employer groups) to achieve customer satisfaction, revenue, membership, and earnings objectives. Fundamental Components: - Accountable for building and maintaining strong relationships with producers/brokers on a geographically-aligned book of business to ensure case renewal and retention. Responsibilities include delivering renewals, cross-sales, up-sales, and growing sales. - Determine concerns/barriers for retention of customers; identify top concerns and review mitigation strategy with leadership. Discuss and present solutions and partners with internal partners to enhance customer experience. - Collaborates with account team members and functional support areas on more complex product or service issues to ensure client’s needs are met. - Offers creative product and service solutions to address client’s evolving needs. - On an ongoing basis, monitors client’s product lines and services to ensure customer satisfaction. - Responsible for the financial performance for assigned portfolio including negotiations with Plan Sponsor and Producer in their book. - Reviews and consultatively presents customer reporting with meaningful analytics, trending and insightful recommendations for additional programs and services. - Required to communicate with internal and external parties telephonically and/or in person. May require travel to offsite locations for in-person meetings. Experience: - 3-5 years of relevant industry experience - Multi-functional experience, e.g., underwriting, actuary, underwriting, network - Experience making formal presentations. Must have resident insurance license. Education: - Bachelor’s degree in business or related field, or comparable professional experience. Anticipated Weekly Hours 40 Time Type. Full time. Pay Range. The typical pay range for this role is:$51,686.00 - $101,286.00