Senior Client Manager
📋 Role Overview & Responsibilities
Why work with us?The North American branch of Generali Global Assistance offers a diverse and inclusive work environment while employees work towards making real difference in the lives of our clients. As an Organization, we pride ourselves with offering white glove service while being mindful of corporate responsibility and our environmental footprint.Employees enjoy a plethora of benefits to include:A diverse, inclusive, professional work environmentFlexible work schedulesCompany match on 401(k)Competitive Paid Time Off policyGenerous Employer contribution for health, dental and vision insuranceCompany paid short term and long term disability insurancePaid Maternity and Paternity LeaveTuition reimbursementCompany paid life insuranceEmployee Assistance programWellness programsFun employee and company eventsDiscounts on travel insurance
Who are we?Generali Global Assistance is proudly part of the Europ Assistance Group brand and our products utilize a number of corporate and product brands. The brands for our North American team include the following:CSA: US travel insurance brand for retail and lodging partners. Learn more here.Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products. Learn more here.GMMI: the industry standard for global medical cost containment and medical risk management solutions. Learn more here.Iris, Powered by Generali: identity and digital protection solution. Learn more here.Trip Mate: US travel insurance brand for tour operator, cruise and airline partners. Learn more here.
What you’ll be doing.Job Summary:This position is the primary interface between the Company and our client partners and is responsible for large client management, retention, organic growth, and serving as an internal expert for the travel industry. This position defines and guides strategic partnership development with key client partners. Responsible for developing key metrics for organic growth with existing client partners. Internally the position achieves results through effective partnerships with KAMs, Marketing, Product, Underwriting and Compliance, and Operations. The success of this role will be measured by achieving a minimum of 20% organic growth of existing clients. The focus of this position will be 90% new account acquisition and 10% existing account management/growth. This position requires 50-75% travel and ability to work in a virtual environment. This position works with all management levels across the organization and is a direct report to the Vice President, Travel Insurance Sales.
Principal Duties and Responsibilities:Develop senior level client contacts at top accountsIdentify and leverage strategic partnerships in the travel communityAbility to position our Travel Insurance offerings, understand our unique selling points, and overcome objections to our value propositionUnderstand in depth the existing and potential markets and customersCreate a guidebook / play book / strategies for organic growth to identify optimization of processes, relationships and product offerings.Measure organic growth through available reporting & Power BIIdentify new revenue opportunities and methods with partners and potential partnersDevelop strategic account plans and marketing/promotional strategies to create organic growthAnalyze sales data in order to present monthly and quarterly business reviews with key stakeholdersAbility to effectively articulate the value propositionOffer Trip Mate insurance solutions that meet the need of client partners including identifying gaps in product offeringRely on our company’s internal resources to improve client partner and prospect revenue generationDevelop strategy surrounding customer goals, business model, acquisitions, reduce attrition.Establish a renewal strategy for all assigned accounts and ensures its flow and communication to all external and internal partiesAssist with company responses to RFPsResponsible for maintaining knowledge about all assigned accounts and ensuring that organization wide client information is accurateUnderstands and articulates travel insurance fundamentals and the various aspects of designing client plans, including plan design, underwriting elements, assistance services, claims processing, client compensation, etc. to the point that they can design a plan for various client partnersAs needed creates and produces certificates, ads, marketing materials, PowerPoints and websites for clientsPreparing PowerPoints and holding training sessions for clients via webinar and/or in personOversees, coordinates and responds to email requests from clients, sales team or internal team members – claims issues/coverage questions/processes/exceptions, etc.Proofs, tests, and assembles client websites, ensuring verbiage meets regulations and drives sales and revenueWork with the Underwriting team on quotes, renewals, rate changes, etc.Works with clients to obtain and maintain all required licensingWorks with colleagues to assist in obtaining required information for all new business calls/inquiries to Trip MateOther duties as assistance as requested
Required / Desired Knowledge, Experiences and Skills:Requirements:Six years or more of proven sales and/or account management experienceProven success in strategic selling, presenting and discussing solutions with C-level and other decision makersPreferred:Leisure travel market experienceExperience in the travel industry and/or travel insurance is strongly preferred. Business to Business sales experience with major accounts
Education/Certifications:Requirements:High School Diploma or Equivalent (GED) required.Preferred:Bachelor’s degree from an accredited college or universityPay range: 90-120k/yrTravel Requirements:This position requires 50 travel and ability to work in a virtual environment.
Where you’ll be doing it.This role can work remotely within the states listed below. Please note, we may only consider candidates who physically reside in one of these states.AZ, CA, CO, CT, DC, DE, FL, ID, IL, KS, LA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV
When you’ll be doing it.While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00am-5:00pm). Occasional overtime may be required according to business need.
Pay range: $90-120kApply today to begin your next chapter.
Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: https://us.generaliglobalassistance.com/privacy-notice-for-california-residents-seeking-employment/
The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.
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