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About the Role

The Client Solutions Manager (CSM) is responsible for achieving new business sales targets through strategic prospecting, relationship nurturing, and sales process execution. This role involves leveraging subject matter experts and providing proactive sales leadership support to client servicing teams.

Responsibilities

• Manage client satisfaction and project management for national clients' workplace risk programs.
• Ensure high-quality service delivery, including strategic advice on policy, premium, claims, and injury management.
• Write reports and implement client retention strategies.
• Actively participate in the consultancy team, contributing to projects and developing team members' skills.
• Achieve personal new business sales targets through prospecting and relationship nurturing.
• Support the sales process, utilizing subject matter experts as needed.
• Provide proactive sales support to client servicing teams across Workplace Risk and other Lines of Business.
• Assist the Solutions team in managing carrier relationships and risk management initiatives.
• Collaborate with target Lines of Business to facilitate cross-selling and client referrals.
• Cooperate to achieve sales targets.
• Develop and execute an individual sales plan with the CRB sales lead.
• Document growth targets for key industry segments and/or large accounts.
• Ensure 100% compliance with pipeline management reporting through CRM.
• Accurately and timely action prospects according to established procedures.
• Provide subject matter expertise to build market presence.
• Build and manage the sales pipeline, coordinating bid strategies and RFPs.
• Develop market relationships and understand competitor dynamics.

Requirements

• Must have experience in sales and client management.
• Must be able to leverage subject matter experts.
• Must be able to provide proactive sales leadership support.
• Must be able to foster collaboration with internal teams and external partners.
• Must be able to manage client satisfaction.
• Must be able to achieve sales targets.
• Must be able to manage carrier relationships.
• Must be able to develop and execute sales plans.
• Must be able to manage a sales pipeline and CRM reporting.
• Must be able to build market presence and relationships.
• Must understand competitor situations and dynamics.

Skills

• Sales
• Client Management
• Project Management
• Relationship Nurturing
• Sales Process Execution
• Subject Matter Expertise
• Sales Leadership
• Collaboration
• Cross-selling
• Strategic Advice
• Report Writing
• Client Retention
• Consultancy
• Pipeline Management
• CRM
• Bid Strategy
• RFP Coordination