Senior Director, Client Management

Reposted 14 Days Ago
Be an Early Applicant
Hiring Remotely in Lake Forest, IL, USA
In-Office or Remote
108K-161K Annually
Senior level
Insurance
The Role
The Senior Director of Client Management leads the client management team, driving retention strategies, managing broker relationships, and ensuring exceptional service to clients, while coaching staff to achieve growth targets.
Summary Generated by Built In

Trustmark’s mission is to improve wellbeing – for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you’ll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities.

About the role

Responsible for achieving the division persistency targets. Leads the strategy, execution, and performance of the client management team. Coaches the team on developing renewal strategy, benefits consultation, claims navigation, negotiation skills and relationship‑building with brokers and employers. Ensures that clients and brokers receive exceptional service, measurable value, and a consistent experience that strengthens loyalty and drives retention. Protect and grow revenue by building trusted, long‑term client partnerships.

Key Accountabilities:

Drive retention and growth strategies

  • Market and state evaluation and targeting

  • Book of business trends

  • Product and network analysis

  • Agency and broker targeting 

  • Marketing campaigns  

  • Evaluate and monitor market trends, including competitor strategy

Manage and develop the Client Management team

  • Coach and motivate Client Managers to achieve retention goals; hold the team accountable for results

  • Provide Coaching for renewal strategy, plan utilization trends, negotiation skills, product, and pricing

  • Provide Product and Process training  

  • Evaluate staffing needs

Build relationships with broker partners and MGAs

  • Serve as an executive point of contact for key broker relationships and existing business

  • Attend and host market visits, broker meetings, broker councils, and webinars

Oversee service delivery and operational performance

  • Design and refine scalable processes for renewals, issue resolution, and ongoing broker and client engagement.

  • Partner with all departments including Underwriting, Service, Operations to create efficiency and white glove service expectation

  • Manage escalations related to claims, billing, enrollment, and service disruption

Minimum Qualifications:

  • 7+ years of experience in health insurance sales or account management and 2 years in a leadership role.

  • Strong background in small‑group or level‑funded health plans.

  • Experience leading client‑facing sales or client management teams focused on achieving growth targets.

  • Excellent communication, negotiation, and relationship‑building skills with employers and brokers.

  • Proven track record of improving retention and client satisfaction.

  • Ability to motivate, coach and develop team.

Preferred:

  • Bachelor’s Degree.

  • Health and Life License.

The compensation range for this role is (based on the corporate location in Lake Forest, Illinois):

$107,546 - $160,583 per year

The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.

Brand: Trustmark

In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.  For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview.

Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business.  We are an equal opportunity employer, including disability and protected veteran status.

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The Company
HQ: Lake Forest, IL
1,457 Employees

What We Do

Trustmark is a national employee benefits company offering specialized expertise in voluntary benefits, self-funded health benefit plan design and administration, and employee health and fitness programs that drive results through human and virtual connection. Trustmark offers employers access to benefit options usually reserved for large companies, combined with the personal service you’d expect from a small company. Trustmark’s commitment to building long-term, trusted relationships helps people and businesses thrive. • Trustmark Voluntary Benefits provides valuable life, hospital, accident, disability and critical illness insurance designed to fit changing needs based on life stage or financial priorities. Trustmark helps educate employees and provides resources to help communicate the value of benefits and other important company initiatives. To learn more, visit TrustmarkVB.com. • Trustmark Health Benefits is a total benefits solution for mid-sized and large self-funded employers. As one of the nation’s largest independent benefits administrators, we help our clients manage costs without compromising care by offering innovative solutions, flexibility, and complete data transparency for our clients. To learn more, visit TrustmarkHB.com. • Trustmark Small Business Benefits® level-funded solutions allow small to mid-size employers to provide affordable health benefits to employees. Available to groups with five or more employees along with simplified underwriting for 51 or more enrolled employees, our comprehensive self-funded plan designs and services help empower clients to be smarter healthcare consumers. To learn more, visit TrustmarkSB.com. • HealthFitness is a comprehensive wellbeing provider that delivers wellness, fitness and injury prevention programs. To learn more, visit Healthfitness.com.

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