Client Growth Manager, Insurance AZ On Site

About Us

PrismHR is the leading payroll benefits and HR software for Human Resource Outsourcing (HRO) organizations including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). Powering more than 80000 companies 2.5 million worksite employees and $85 billion in payroll processed annually PrismHR is the most efficient reliable and scalable software solution to help PEOs and ASOs grow and prosper. The PrismHR platform is a complete integrated HR solution supporting the full hire-to-retire lifecycle of HR services. And PrismHR provides a wide range of additional resources that go beyond just technology and support: PrismHR SEEDS sales and marketing program the annual PrismHR LIVE Conference and numerous learning opportunities throughout the year are all designed specifically to help PrismHR customers grow their business.

Position Summary
The Client Growth Manager Insurance is responsible for expanding adoption of PrismHRs insurance benefits and advisory solutions across the existing customer base. This role creates qualified growth opportunities through consultative discovery customer outreach customer strategic advisory discussions and coordinated partner engagement. The CGM translates customer needs into actionable opportunities and partners with Benefit Sales Consultants and cross-functional teams to move qualified opportunities through quoting contracting implementation and adoption.

Essential Duties and Responsibilities

• Build and manage a targeted growth plan for assigned PrismHR customers prioritizing opportunities based on customer needs employee populations existing offerings renewal timing and revenue potential.
• Conduct discovery conversations to understand current benefit offerings broker and carrier relationships employee needs administrative challenges and growth objectives.
• Identify and qualify opportunities across advisory services retail and voluntary products broker-of-record or co-broker-of-record services and other approved insurance solutions.
• Participate in strategic business reviews and customer planning sessions presenting relevant solutions growth insights and recommended next steps. Create clear opportunity briefs and coordinate disciplined handoffs to Benefit Sales Consultants or designated sales resources for quoting policy creation contracting and deal execution.
• Build trusted relationships with PEOs ASOs payroll service bureaus HROs and other PrismHR customers through consistent outreach education event participation and scheduled check-ins.
• Partner with Customer Success Sales Sales Engineering Product Marketing Professional Services Support and leadership to advance customer opportunities and resolve blockers.
• Translate customer feedback and market observations into actionable recommendations for product positioning enablement campaigns and service improvements.
• Maintain customer confidence through clear communication accurate follow-up and ownership of next steps throughout the growth process.
• Serve as a primary sales liaison for designated carrier broker and solution-provider partners.
• Lead recurring partner sales pipeline and sales-alignment meetings to review opportunities clarify ownership coordinate outreach and remove barriers.
• Maintain complete and accurate opportunity records in Salesforce including outreach discovery findings customer needs stage value next steps risks and partner involvement.
• Monitor pipeline health conversion progress attach rates premium or revenue potential and partner performance; identify actions needed to improve results.
• Prepare recurring updates for leadership summarizing pipeline forecast customer activity etc.
• Develop strong working knowledge of employer-sponsored insurance and benefit solutions including medical dental vision life disability and voluntary benefits.
• Stay current on customer buying drivers renewal dynamics channel economics competitive positioning and trends affecting PEO and payroll customers.
• Educate customers on PrismHRs insurance and advisory value proposition in clear practical language.
• Regular on-site attendance is an essential job function due to the need for secure access to systems collaboration on sensitive technical matters participation in operational meetings and hands-on involvement.
• Some domestic travel may be required to attend team onsite meetings client visits customer events industry conferences and training sessions. This may include air travel ground transportation (including cars taxis or rideshare services) and in some cases potential public transportation.

Marginal Functions

• Build maintain and promote relationships with team members peers across disciplines and all other company team members ensuring effective coordination of communications and services affecting clients.
• Participate in special projects or initiatives such as system upgrades process
• improvement efforts or pilot programs involving new tools or workflows.
• Complete projects and other duties as assigned by supervisor.

Knowledge Skills and Abilities

• Excellent communication and interpersonal skills with the ability to collaborate effectively across teams and build positive working relationships.
• Communicates clearly and professionally in both written and verbal formats.
• Strong time management skills with the ability to prioritize effectively in a fast-paced environment.
• Strong ability to collaborate effectively with internal departments to support seamless operations and workflow coordination.
• Strong work ethic and commitment to teamwork contributing positively to a collaborative and supportive work environment.
• Strong commercial acumen with a customer-centric growth and retention mindset.
• Consultative discovery expertise with the ability to identify client needs and position tailored solutions.
• Executive-level communication influence and relationship-building skills across all organizational levels.
• Proven ability to collaborate and drive results through cross-functional and strategic partnerships.
• Disciplined pipeline management with a data-driven approach to forecasting prioritization and decision-making.
• High degree of ownership adaptability accountability and follow-through in a fast-paced evolving environment.
• Results-oriented approach with a focus on delivering measurable business impact and long-term customer success.
• Ability to navigate ambiguity overcome obstacles and maintain momentum toward organizational objectives.
• Ability to balance commercial goals with customer needs operational realities and a high-quality customer experience.
• Demonstrated success identifying qualifying and advancing expansion opportunities within an existing customer base.

Required Education & Experience

• Bachelors degree or equivalent combination of experience and skills preferred.
• Five (5) years of experience in employee benefits insurance customer growth consultative sales account management or a related field.
• Experience in Microsoft Office software (Outlook Teams Excel PowerPoint) and demonstrated ability to learn other applications as needed.
• Working knowledge of employer-sponsored benefits and the roles of brokers carriers employers administrators and technology providers.
• Experience working with PEOs ASOs payroll service bureaus benefit technology brokers carriers or HR technology strongly preferred.
• Salesforce experience preferred.
• Experience with PrismHR benefits enrollment technology carrier connectivity or insurance advisory services.

Required Licenses and/or Certifications

• Health and Life insurance license or willingness to obtain an applicable license.

Physical Mental & Communication Demands

Physical Demands

• Sedentary Work: Primarily involves sitting for extended periods often at a desk or computer.
• Manual Dexterity: Frequent use of hands and fingers to operate a computer keyboard mouse and other office equipment.
• Mobility: Occasional movement within the office to retrieve documents access equipment and collaborate with team members.
• Visual Acuity: Ability to read and analyze data on a computer screen (or to read and analyze data with reasonable accommodation) and in printed materials.
• Lifting & Carrying: Minimal physical lifting required but may involve handling documents and lifting light office supplies.
• Travel: Occasional travel may be required for meetings site visits or leadership sessions.

Mental Demands

• Critical Thinking: Ability to analyze customer needs business challenges market trends and growth opportunities to develop effective recommendations and solutions.
• Decision-Making: Exercises sound judgment when prioritizing opportunities coordinating resources evaluating risks and determining appropriate courses of action.
• Problem Solving: Identifies barriers to customer growth investigates root causes and develops practical solutions through collaboration with internal and external stakeholders.
• Attention to Detail: Requires accuracy when managing customer information sales pipeline data forecasts contracts handoffs and partner communications.
• Multitasking: Ability to manage multiple customer relationships growth initiatives partner engagements and competing priorities in a fast-paced environment.
• Adaptability: Responds effectively to changing customer needs business priorities market conditions and organizational objectives.
• Strategic Thinking: Evaluates long-term customer opportunities revenue potential and business impacts to support growth planning and customer retention efforts.
• Concentration: Maintains focus while conducting discovery conversations analyzing data preparing forecasts and managing complex sales cycles.

Communication Demands

• Verbal Communication: Frequently communicates with customers partners leadership and cross-functional teams to conduct discovery discussions present recommendations and advance opportunities.
• Written Communication: Prepares professional emails opportunity summaries pipeline updates meeting materials customer communications and other business correspondence.
• Presentation Skills: Delivers information clearly and confidently during customer meetings strategic business reviews partner discussions and leadership updates.
• Interpersonal Skills: Develops and maintains productive relationships with customers brokers carriers partners and internal stakeholders through professional and collaborative interactions.
• Active Listening: Effectively gathers customer needs concerns and objectives through attentive listening and thoughtful questioning.
• Negotiation & Influence: Uses consultative communication and influencing skills to gain alignment encourage engagement and advance qualified growth opportunities.
• Cross-Functional Collaboration: Regularly exchanges information and coordinates activities with Sales Customer Success Marketing Product Support Professional Services and leadership teams.
• Cultural Sensitivity: Communicates respectfully with individuals from diverse backgrounds demonstrating awareness and inclusivity.

Environmental Conditions

This position is performed in a professional office environment and requires regular use of computers and standard office equipment. The work setting is climate-controlled with typical office lighting and low to moderate noise levels. The role involves extended periods of screen time in-person collaboration and meetings and minimal exposure to physical hazards. This role may involve extended periods of sitting during travel and meetings as well as standing and walking during client visits and events.

Disclaimer

This job description in no way states or implies that these are the only duties to be performed by the employee filling this position.

The employee will be required to follow any other job-related instructions and to perform any other job-related duties requested by management.

Management has the right to add revise or delete information in this job description.

Reasonable accommodation will be made to enable qualified individuals with disabilities to perform the essential functions of this position.

PrismHR is a fast-paced SaaS company which provides customers with a cloud-based payroll process software application. PrismHR also provides professional services including system implementation consulting custom configurations and training. Lastly via the Companys Marketplace platform customers and end users access other human resources and employee benefits applications from PrismHRs Marketplace Partners.

Diversity Equity and Inclusion Program/Affirmative Action Plan:
We have transformed our company into an inclusive environment where individuals are valued for their talents and empowered to reach their fullest potential. At PrismHR we strive to continually lead with our values and beliefs that enable our employees to develop their potential bring their full self to work and engage in a world of inclusion.

Ensuring an inclusive environment for our employees is an integral part of the PrismHR culture. We arent just checking a box we are truly committed to creating a workplace that celebrates the diversity of our employees and fosters a sense of belonging for everyone. This is essential to our success. We are dedicated to building a diverse inclusive and authentic workplace so if youre excited about our roles but your past experience doesnt align perfectly with every qualification in the job description we encourage you to apply anyway. You may be just the right candidate for these open roles or other open roles. We particularly encourage applicants from traditionally under-represented groups as we seek to increase the diversity of our workforce and provide fair opportunities for all.

As a proud Equal Opportunity and Affirmative Action Employer PrismHR encourages talent from all backgrounds to join our team. Employment decisions are based on an individuals qualifications as they relate to the job under consideration. The Companys policy prohibits unlawful discrimination based on sex (which includes pregnancy childbirth breastfeeding or related medical conditions the actual sex of the individual or the gender identity or gender expression) race color religion including religious dress practices and religious grooming practices sexual orientation national origin ancestry citizenship marital status familial status age physical disability mental disability medical condition genetic information protected veteran or military status or any other consideration made unlawful by federal state or local laws ordinances or regulations.

The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company and prohibits unlawful discrimination by any employee of the Company including supervisors and co-workers.

Privacy Policy: For information about how we collect and use your personal information please see our privacy statement available at provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need a reasonable accommodation due to a disability you may use the following alternative email address to contact us about your interest in employment at PrismHR: Please indicate in the subject line of your email that you are requesting accommodation. Only candidates being considered for a position who require an accommodation will receive a follow-up response.

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Required Experience:

Manager