Director, Strategic Client Development and Operations

About J. Manning & Associates

J. Manning & Associates (JMA) is a national independent insurance brokerage and consulting firm specializing in group voluntary long-term care (LTC) insurance solutions. We offer customized voluntary LTC solutions for both employee benefit brokers and employers.

Job Summary

As the Director, Strategic Client Development and Operations, you will play a critical role in ensuring the success of our client relationships and optimizing our internal operations while collaborating closely with existing teams at JMA. In this role, you will work closely with the Client Services Manager, Sales Operations Manager, Account Management, Regional Sales Leaders, and Leadership teams to ensure seamless service delivery and exceptional client satisfaction. Additionally, you will collaborate on internal projects as directed by the Chief Operations Officer, actively get involved with select client/broker accounts to drive strategic growth and client satisfaction, and serve as a valuable resource to our broker partners. You’ll be responsible to help grow and cultivate our broker and employer client network. Since we are a small nimble business, the applicant should be comfortable wearing multiple hats and actively participating in all phases of the business to drive its continued success.

Primary Responsibilities:

• Collaborate closely with the Chief Operating Officer to assist in the planning, execution, and monitoring of key internal initiatives and projects.

• Develop and implement a targeted outreach strategy to expand our broker & employer network, utilizing marketing campaigns and relationship-building efforts such as industry events, webinars, and professional networking platforms to establish new broker and employer relationships.

• When necessary, conduct introductory calls with new and existing broker and employer clients working closely with our Regional Sales Leaders.

• Gather, organize, and analyze external market information such as product information, carrier capabilities, carrier trends, and market trends.

• Analyze and organize JMA’s enrollment, marketing, policy placement, and employee demographic information to draw trendlines to actionable organizational changes.

• Work to analyze and organize internal data via our CRM to identify sales opportunities.

• Participate in client meetings with brokers, employer implementation calls, and all departmental service meetings.

• When necessary, assist in implementation of new business alongside internal and external partners.

• Actively engage with select broker and employer clients to drive strategic growth. Serve as a valuable resource to broker partners, providing support and guidance.

• Assist as a liaison between our employer clients and the selected insurance carrier.

• Identify and pursue new business opportunities in collaboration with the Regional Sales Leaders.

• Analyze market trends and client feedback to inform business strategies and improvements.

Primary Skills & Qualifications:

• A minimum of 10 years of experience in employee benefits, voluntary benefits, or insurance related experience.

• A self-starter with the ability to take initiative and drive projects independently.

• Excellent oral and written communication skills.

• Strong presentation skills to communicate effectively over the telephone and in person to individuals and large groups of employees.

• Bachelor's degree in business or a related field.

• In-depth understanding of the employee benefit broker landscape and experience in business development within the broker market.

• Proven track record in client service, account management with the large employer market, and/or insurance operations leadership.

• Strong ability to handle employer client & broker escalation issues.

• Excellent communication, negotiation, and interpersonal skills.

• Demonstrated experience in process improvement and operational efficiency.

• Knowledge of industry and marketing automation software like Hubspot.

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a