Client Relationship Manager, B2B SaaS & Demand Generation
Overview
Drive client acquisition and retention for B2B SaaS and demand generation solutions. Build relationships with insurance partners and advisors while ensuring accurate enrollment processes. Lead initiatives that enhance customer engagement and operational efficiency.
What You'll Do22
- 1Develop and maintain effective working relationships in liaison role with insurance company service partner contacts and client contacts
- 2Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client following HIPAA rules and HUB procedures
- 3Keep Advisors and supervisor fully informed of all important activities on client accounts
- 4Prepare for open enrollment meetings by creating enrollment kits and Power Point presentation
- 5Schedule all Open Enrollment Meetings and Webinars
- 6Update Online Enrollment system for Open Enrollment
- 7Train employers on how to use online portal
- 8Monitor outstanding enrollment in online portal and assist employees with getting enrolled
- 9Present or assist with all Open Enrollment Meetings
- 10Update the WRAP document, SPDs, Annual Notices & Exchanges Notices
- 11Request Schedule A’s and confirm 5500 filings
- 12Prepare and ensure accuracy of group enrollment
- 13Make service/relationship calls as needed
- 14Assist with ongoing enrollment and changes as necessary
- 15Review weekly change reports and follow-up on any issues PATRA was unable to complete
- 16Manage online enrollment, training and ongoing platform service for clients
- 17Preparation of reports for clients or internal use as needed
- 18Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder
- 19Communicate to our clients Our Value Added Service
- 20Attends seminars professional meetings and conferences as requested
- 21Works closely with the Benefits & Financial Analyst
- 22Other related duties as assigned
Requirements5
- 15+ years building ETL pipelines with Spark and Airflow
- 23-5 seasons experience in client relationship management
- 32-15 license required or willingness to obtain
- 4High school diploma or GED required
- 5Florida license required
Salary Insight
Salary not disclosed in listing
Similar open positions
Explore active roles that match your skills and interests.
Cleft of the Rock, Inc.
VerifiedInsurance Sales Representative B2B SaaS Demand Generation
Lead insurance sales efforts to build relationships and drive revenue. Own account management and achieve sales targets. Differentiate through proactive outreach and consultative selling.
US012 Marsh & McLennan Agency LLC
VerifiedEmployee Health & Benefits Client Manager
We seek a skilled professional to lead client relationships and benefits programs. You will build relationships oversee administer programs strategic plan collaborate ensure compliance provide vendor management support during open enrollment train staff resolve issues and develop materials. This role differs by focusing on client success and regulatory adherence.
New York Life Insurance Company & NYLIFE Securitiess, LLC.
VerifiedFinancial Professional, B2B SaaS & Demand Generation
The role owns client acquisition and practice growth at scale in a Fortune 100 environment. Responsibilities include building a career while delivering tailored financial solutions. This position offers long‑term growth and impact within a stable organization.
Stratford Davis
VerifiedRemote Customer Sales Representative
Remote Customer Sales Representative leads client interactions and drives revenue. Responsible for developing and executing sales strategies while enjoying autonomy and flexible scheduling.
US012 Marsh & McLennan Agency LLC
VerifiedSenior Account Manager Employee Health & Benefits
Lead a dynamic workload balancing client service compliance and strategic planning. Manage client inquiries schedule 30-day check-ins coordinate Form 5500 filings advise on PCORI fees Medicare Part D Section 125 ACA COBRA requirements oversee enrollment renewal confirm benefits rates and employee contributions arrange carrier training prepare benefit guides and presentations gather claims data and employee feedback collaborate with Account Executive and marketing team to develop competitive renewal strategies.
Cary Street Partners Financial LLC
VerifiedClient Relationship Manager | Cary Street Partners Financial LLC
The Client Relationship Manager supports the Wealth Management Group in managing and deepening client relationships. This role focuses on providing exceptional communication and execution in maintaining client accounts. It emphasizes proactive engagement and delivering consistent positive experiences.