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Client Strategy Manager Insurance Jobs in Illinois

Product Ventures

Global Strategy Manager

Chicago, IL · On-site +1

Working in parallel with our Global Strategy Directors, the Global Strategy Manager is responsible ... client relationships * As the agency grows, so does this role, with clear pathways intosenior ...

Grant Thornton

Brand Strategy Manager

Chicago, IL · On-site

$104K - $156K/yr

Connect audience, client need, value and proof in every framework, so each claim we make is clear ... vision insurance programs and the firm's employee assistance program. Interns also receive a ...

Grant Thornton

Brand Strategy Manager

Chicago, IL

$104K - $156K/yr

Connect audience, client need, value and proof in every framework, so each claim we make is clear ... vision insurance programs and the firm's employee assistance program. Interns also receive a ...

RSM Global

Assurance Manager - Insurance

Chicago, IL · On-site

$114K - $138K/yr

Provide timely, high quality client service that meets or exceeds client expectations including ... Develop a strategy to utilize relationships external to the firm with different types of Centers of ...

Curinos Inc

Client Value Manager

Chicago, IL · On-site

$110K - $140K/yr

Sitting at the intersection of strategy, analytics, product, and executive client partnership, CVMs ... By collaborating across Client Management, Client Success, Technical Success, Product, Advisory ...

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All JobsClient Strategy Insurance JobsClient Strategy Manager Insurance JobsClient Strategy Manager Insurance Jobs in Illinois

Client Strategy Manager Insurance information

What is the difference between Client Strategy Manager Insurance vs Client Relationship Manager Insurance?

AspectClient Strategy Manager InsuranceClient Relationship Manager Insurance
Primary FocusDeveloping strategic plans to grow client portfolios and optimize insurance solutionsManaging ongoing client relationships and ensuring customer satisfaction
Required CredentialsTypically requires insurance certifications, bachelor’s degree, and strategic planning experienceOften requires insurance knowledge, communication skills, and client management experience
Work EnvironmentCorporate offices, collaborating with sales and underwriting teamsCustomer service centers, direct client interactions
Industry UsageCommon in insurance firms focusing on business growth strategiesPrevalent in insurance companies emphasizing client retention

The main difference between a Client Strategy Manager Insurance and a Client Relationship Manager Insurance lies in their focus. The strategy manager concentrates on developing growth plans and strategic initiatives, while the relationship manager emphasizes maintaining and strengthening existing client relationships. Both roles require insurance knowledge and client interaction skills but serve different functions within the insurance industry.

What does a client strategy manager do?

A client strategy manager in insurance develops and implements plans to meet client needs, improve satisfaction, and retain business. They analyze client data, coordinate with sales and underwriting teams, and use tools like CRM software to tailor solutions and drive growth. Strong communication, strategic thinking, and industry knowledge are essential for this role.

What does a client strategy manager in insurance do?

A client strategy manager in insurance develops and implements strategies to retain and grow client accounts, analyze client needs, and coordinate with sales and underwriting teams. They use data analysis and communication skills to enhance client satisfaction and ensure alignment with company goals.

What cities in Illinois are hiring for Client Strategy Manager Insurance jobs?

Cities in Illinois with the most Client Strategy Manager Insurance job openings:

Client Strategy Manager Insurance jobs near you

Global Strategy Manager

Chicago, IL • On-site, Remote

Product Ventures
Specialized Design Services • 11 - 50 employees
Learn more about Product Venturesexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

Reports to:CEO 
Department:Sales & Marketing  

PV&COHO is a forward-thinking, design-driven agency where strategy, creativity, and ambition unite to fuel growth. You'll be part of an environment that thrives on curiosity, ownership, and bold ideas, where your initiative and drive will directly shape the future of our agency. Ifyou'repassionate about making an impact, building something meaningful, and growing your career with a group that values innovation and collaboration, PV&COHO is the place to launch your next chapter.  

Overview 
TheGlobal Strategy Manageris the front line of our growth engine, a bold, curious, and driven hunter, responsible for opening doors and creating new possibilities for the agency.Working in parallel with our Global Strategy Directors, the Global Strategy Manager is responsible for acquisition of net-new accounts that drive growth for the organization. This role willreport directly to the CEO. The GSM will focus on opening new accounts, generating top-of-funnel activity, initiatingrelationships with brands we aspire to partner with, and fueling theearly stagesof the sales pipeline in alignment with our 2026 sales strategy.  
  
The role is designed for someone with a proactive, persistent, and curious sales mindset who canidentifyopportunities, build early relationships, and create consistent momentum with prospective clients.This is a chance tobuild something meaningful, sharpen your sales craft, and grow your career alongside a team that values curiosity, ownership, and big thinking.  

Key Responsibilities
  • Identify, prospect, and engage new(60)targetaccounts through outbound outreach, networking, and marketing-generated leads  
  • Secure first meetings and build a strong, consistent early-stage pipeline  
  • Sparkinitialrelationships with key stakeholders and decision-makers across priority accounts  
  • Maintainaccurate,timelyCRM records in HubSpot to ensure visibility and momentum across the pipeline  
  • Track pipeline activity, forecast performance, and meet or exceed monthly, quarterly, and annual sales targets.  
  • Contribute to predictable revenue growth by consistently expanding the top of the funnel.  
  • Partner closely with marketing and senior strategy leaders to align outreach with agency priorities  
Ideal Qualifications
  • 2-4years of experience in sales or business development, ideally within professional services, consulting, or B2B industries.  
  • Hunter mindset,proactive, persistent, self-driven, and energized by generating new opportunities.  
  • A natural connector withstrong communicationand relationship-building skills  
  • Comfortable researching, prioritizing, and pursuing high-value target accounts  
  • CRM experiencerequired; HubSpot preferred.  
  • Curious, energetic, and motivated by ambitious growth goals.  
HowYou'llGrow (Career Path)
  • This role is intentionally designed as alaunchpad:  
  • Phase 1 - Net-New Hunter:Focus on opening doors, generating meetings, and creating early-stage opportunities  
  • Phase 2 - Account Growth & Relationship Building:Once accounts are secured,you'llbegin growing those relationships, expanding your footprint, and partnering more deeply with clients  
  • Phase 3 - Strategic Partner:Over time,you'llevolve into a trusted advisor - shaping conversations, influencing growth strategy, and owning a portfolio of meaningful client relationships  
  • As the agency grows, so does this role, with clear pathways intosenior strategy, business development, or account leadershippositions.  
Compensation & Benefits  
Compensation  
Base Compensation:TBD based on experience and qualifications  
Commission Plan:TBD (role will include performance-based commission aligned to new business meetings and pipeline creation)  
Benefits  
Comprehensive health, dental, and vision  
401(k) with company match  
Flexible PTO  
Paid holidays  
Remote work flexibility  
Professional development opportunities  
Supportive, collaborative team environment 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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