Client Relationship Manager, Health Account Solutions
Voya FinancialAbout the role
Together we fight for everyone’s opportunity for a better financial future.
We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.
Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.
Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now
Profile Summary:
The Health Solutions Client Relationship Manager is accountable for proactive customer management, education, development, growth and retention of assigned Health Account Solutions clients.
Profile Description:
- Manages Health Account Solutions client and broker relationships with professional presence and awareness
- Leads proactive client relationship activities to support an assigned block of clients with Health Savings Accounts (HSA), National Accounts (FSA, HRA), COBRA and Direct Bill solutions
- Responsible for leading client, broker and partner meetings and creating content for the audience in a relevant and clear manner
- Creates opportunity with client base through investigative questions and actions to deliver thoughtful solutions for education, increased participation, and education
- Works directly with peer Operational leaders to problem solve specific issues, identifying improvement opportunities and to build out best practices
- Recognizes obstacles and adapt quickly and thoughtfully by showcasing Voya’s value story
- Collaborates and drives renewal conversations both internally and externally
- Effectively delegates action items and expectations with team members to utilize service model capabilities
- Serves as the SME and leads the finalist presentation preparation and delivery for service model content to support new business opportunities
- Through proactive interactions with clients, develops and executes comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, enrollment targets, segment requirements, Voya’s value proposition and individual customer’s needs
- Collaboration with sales team through partnered strategies
- Partners and supports relationship management peers across Voya for Workplace clients, in ongoing service matters, plan reviews and practicing efforts to create a team unit for the client
- Provides mentorship to colleagues, both within current team and across the Health Solutions plan management organization
- Is a vocal participant in assigned Voya initiatives throughout the year and regularly reports out status to the team
Knowledge & Experience:
- 4 year college degree or equivalency strongly preferred
- 5 or more years employee benefits /insurance industry experience preferred
- Health Account Solutions segment/specialty knowledge preferred
- Strong consultative skills; able to think broadly when problem solving and making decisions
- Superior relationship building/management, interpersonal and partnership skills; able to influence a range of constituents
- Presale expertise that can assist in the influence and sale of Voya’s value proposition
- Demonstrated success in critical thinking; able to analyze data and make effective recommendations
- Excellent communication, presentation, negotiation, persuasion, and conflict management skills
- Ability to anticipate needs of clients and educate
- Strong organizational, planning, time management and delegation skills
- Strong business and financial acumen
- Strong computer skills
- Ability to travel as needed
***preferred location is Midwest, MN, IA, MI, KS, WI, IL, IN. Will consider outside for exceptional candidate***
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Compensation Pay Disclosure:
Voya is committed
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