Client Growth Manager, Insurance

About the role

The Client Growth Manager, Insurance is responsible for expanding adoption of PrismHR’s insurance, benefits, and advisory solutions across the existing customer base. This role creates qualified growth opportunities through consultative discovery, customer outreach, strategic advisory discussions, and coordinated partner engagement.

Key responsibilities

• Build and manage a targeted growth plan for assigned customers, prioritizing opportunities based on needs, employee populations, renewal timing, and revenue potential.
• Conduct discovery conversations to understand current benefit offerings, broker and carrier relationships, employee needs, administrative challenges, and growth objectives.
• Identify and qualify opportunities across advisory services, retail and voluntary products, broker‑of‑record services, and other approved insurance solutions.
• Partner with Benefit Sales Consultants and cross‑functional teams to move qualified opportunities through quoting, contracting, implementation, and adoption.
• Maintain complete and accurate opportunity records in Salesforce and monitor pipeline health, conversion progress, and partner performance.

Required profile

• Five or more years of experience in employee benefits, insurance, customer growth, consultative sales, or account management.
• Strong communication, interpersonal, and executive‑level relationship‑building skills.
• Commercial acumen with a customer‑centric growth and retention mindset.
• Ability to manage a disciplined pipeline and deliver measurable business impact.

Required skills

• Proficiency with Microsoft Office suite (Outlook, Teams, Excel, PowerPoint).
• Experience using Salesforce for opportunity management.
• Working knowledge of employer‑sponsored benefits and the roles of brokers, carriers, and technology providers.