Trustmark · 8 hours ago
Client Manager
United States
Full-time
Remote
Entry, Mid Level
$63K/yr - $91K/yr
2+ years expTrustmark is dedicated to improving wellbeing for everyone, fostering a culture of trust, respect, and inclusion. The Client Manager role is responsible for renewing client accounts, maintaining relationships with distribution partners, and providing support throughout the plan year to ensure client satisfaction and retention.
FitnessHealth Care
Responsibilities
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
Qualification
Required
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
Preferred
Active life and health license or ability to complete/obtain within first year of employment with company support
Bachelor's Degree or equivalent experience
Benefits
Health/dental/vision
Life insurance
FSA and HSA
401(k) plan
Employee Assistant Program
Back-up Care for Children, Adults and Elders
Many health and wellness initiatives
Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums
Company
Trustmark
Trustmark is a national employee benefits company.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
D
Daniel Hanke
Senior Vice President, Chief Information Officer (CIO)
Erich Sternberg
Chief Strategy Officer and President, Voluntary Benefits
Recent News
2026-01-21
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