Key Responsibilities
Pre-Close / Diligence
- Participate in portfolio company audits and evaluations.
- Review employee benefits programs and “look under the hood” of existing plans.
- Identify:
- Cost savings opportunities
- Program optimizations
- Risk areas
- Approach engagements similarly to evaluating a prospective client.
Post-Close / Ongoing Relationship Management
- Maintain and grow client relationships after transactions close.
- Lead the service side of the relationship.
- Convert diligence and audit engagements into recurring business.
- Manage long sales cycles and stay engaged with opportunities over time.
Client Profile
- Private equity funds and portfolio companies.
- Middle-market focus.
- Typical company size: 100-2,000 employees.
- Mix of:
- Fully insured plans (majority)
- Self-funded plans (some)
Ideal experience
- 7-15 years in retail broking environment.
- Enjoys the sales process and business development.
- Wants autonomy and the ability to manage their own book of business.
- Comfortable:
- Prospecting
- Managing long sales cycles
- Growing client relationships
- Leading junior team members
- Able to balance both consultative sales and account management responsibilities.
