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Mutual of Omaha · 13 hours ago

Client Manager/Executive (Group Benefits) - Seattle, WA (Hybrid)

Seattle, WA

Full-time

Hybrid

Mid, Senior Level

$105K/yr - $145K/yr

5+ years exp

Mutual of Omaha is a company focused on providing comprehensive guidance on employee benefits. The Client Manager/Executive role involves building strong relationships with brokers and customers, managing accounts, and delivering strategic solutions to enhance client satisfaction and account growth.

Auto InsuranceCommercial InsuranceFinancial ServicesHealth InsuranceInsuranceLife InsuranceProperty Insurance

No H1B

Responsibilities

Client Manager: You will lead in managing relationships with customers in the 100-499 lives segment

Own and grow your key accounts, providing proactive, consultative support that balances day-to-day service with long-term strategic guidance on employee benefits and administration

Collaborate and influence across teams, working closely with internal colleagues and external partners to drive operational effectiveness, customer loyalty, persistency, and account growth, including leading cross-sell opportunities

Client Executive: You will lead in managing relationships with customers in the 500+ lives segment

Be the trusted advisor for large, complex clients, delivering proactive, consultative support that goes beyond service. You’ll provide industry insights, benefit education, compliance guidance, and thoughtful plan recommendations that help clients get the most value from their benefits strategy

Own the success of your book of business, creating and executing strategic account and stewardship plans that drive growth, participation, and persistency. You’ll partner closely with sales leaders to identify opportunities, manage expectations, and expand relationships through thoughtful cross-sell solutions

Lead the enrollment experience, guiding re-enrollment in non-renewal years, providing benefit education, coordinating meetings and fairs, and delivering strategies that maximize participation, premium, and showcase Mutual of Omaha’s unique offerings

Ensure a seamless client experience throughout the entire lifecycle by taking the lead on navigating and resolving issues across implementation, enrollment, billing, claims, underwriting, vendors, portals, and administrative processes—so clients always feel supported and confident. At the same time, collaborate and influence across internal teams and external partners to drive operational effectiveness, customer loyalty, persistency, and account growth, including leading cross-sell opportunities

Build lasting relationships and drive impact, anticipating customer needs, addressing concerns, mentoring new associates, leading cross-functional initiatives, and recommending solutions that enhance satisfaction, retention, and overall account success

Qualification

Account managementGroup Insurance knowledgeTechnical solutionsBusiness acumenCompliance knowledgeProject managementRelationship managementDiversityInclusionCuriosityIndependent judgmentClient engagementCommunication skillsProblem-solving skillsOrganizational skillsNegotiation skillsConflict resolutionAttention to detailLeadershipStrategic thinking

Required

Proven account management and relationship expertise, with 5+ years of experience managing diverse clients with 100+ lives, results orientated, strategic thinking, and the ability to thrive in fast-paced environments

Proven account management expertise, with 5-7 years of direct broker/customer-facing experience, including managing large case national, key, or strategic accounts and complex customer relationships with 500+ lives

Deep knowledge of Group Insurance and technical solutions, including benefit administration, plan design, distribution channels, and complex technology needs such as APIs and reverse file feeds

Strong business acumen and problem-solving skills, with the ability to manage multiple priorities, investigate complex issues, provide alternative solutions, and collaborate across teams and stakeholders

Exceptional communication and relationship management, including presentation, negotiation, conflict resolution, and building trust with clients, brokers, and internal teams

Highly organized, agile, and compliance-focused, with excellent project management skills, attention to detail, knowledge of FMLA, PFML, ADA, and other compliance requirements, and a track record of independent judgment and leadership across accounts

Technical and compliance proficiency, with strong knowledge of benefit administration, API integrations, reverse file feeds, and familiarity with FMLA, PFML, ADA, and other compliance requirements

State Life, Accident and Health license for all states within the office's assigned territory or the ability to obtain within 90 days of hire

Travel Required: 35 - 40% that includes weekly meetings at Sales Office, and client or broker visits 2-3X per month with fluctuations based on time of year and business needs

Ability to work at our home office located in Seattle, WA, in a hybrid environment