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PrismHR is the leading payroll, benefits, and HR software platform for Human Resource Outsourcing (HRO) organizations, including Professional Employer Organizations (PEOs) and Administrative Service Organizations (ASOs). The company powers over 80,000 companies, 2.5 million worksite employees, and processes $85 billion in payroll annually.
The Client Growth Manager, Insurance role is responsible for expanding adoption of PrismHR's insurance, benefits, and advisory solutions across the existing customer base. This is a consultative sales and account expansion position focused on identifying and qualifying growth opportunities within PEO, ASO, and payroll service bureau customers.
Key responsibilities include:
- Building and managing targeted growth plans for assigned customers, prioritizing opportunities based on customer needs, employee populations, existing offerings, renewal timing, and revenue potential
- Conducting discovery conversations to understand current benefit offerings, broker and carrier relationships, employee needs, and growth objectives
- Identifying and qualifying opportunities across advisory services, retail and voluntary products, broker-of-record services, and other approved insurance solutions
- Participating in strategic business reviews and customer planning sessions, presenting solutions and growth insights
- Creating opportunity briefs and coordinating handoffs to Benefit Sales Consultants for quoting, contracting, and deal execution
- Building trusted relationships with PEOs, ASOs, payroll service bureaus, and other customers through consistent outreach, education, and scheduled check-ins
- Partnering with Customer Success, Sales, Sales Engineering, Product, Marketing, Professional Services, and Support teams to advance customer opportunities
- Translating customer feedback and market observations into actionable recommendations for product positioning and enablement
- Serving as a primary sales liaison for designated carrier, broker, and solution-provider partners
- Leading recurring partner sales pipeline and alignment meetings to review opportunities and coordinate outreach
- Maintaining complete and accurate opportunity records in Salesforce, monitoring pipeline health, conversion progress, and attach rates
- Developing strong working knowledge of employer-sponsored insurance and benefit solutions (medical, dental, vision, life, disability, voluntary benefits)
- Staying current on customer buying drivers, renewal dynamics, competitive positioning, and industry trends
- Educating customers on PrismHR's insurance and advisory value proposition
Regular on-site attendance is essential due to the need for secure system access, collaboration on sensitive matters, and participation in operational meetings. Some domestic travel may be required for team onsite meetings, client visits, customer events, industry conferences, and training sessions.
REQUIREMENTS:
- Bachelor's 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
- Proficiency in Microsoft Office software (Outlook, Teams, Excel, PowerPoint) and demonstrated ability to learn other applications
- 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 preferred
- Health and Life insurance license or willingness to obtain an applicable license (required)
Required competencies include excellent communication and interpersonal skills, strong time management, commercial acumen with a customer-centric growth mindset, consultative discovery expertise, executive-level communication and relationship-building skills, disciplined pipeline management with data-driven approach, high degree of ownership and accountability, results-oriented approach, ability to navigate ambiguity, and demonstrated success identifying and advancing expansion opportunities within existing customer bases.
