Own and manage a portfolio of healthcare clients, lead onboarding, ensure retention and satisfaction, deliver executive reporting (QBRs), improve account management processes and CRM practices, mentor and develop team members, and travel to client sites as needed.

Own and manage a portfolio of healthcare clients, lead onboarding, drive retention and account health, maintain CRM and reporting, deliver executive communications (QBRs, renewals), mentor and manage account team members, and travel to client sites as needed.

Drive growth across employee benefit brokerage and other channels in assigned Texas territories. Research markets, prospect and network with brokers, schedule qualified meetings, execute sales strategies, meet KPIs, collaborate cross-functionally, and travel up to 40%.