National Director, Client Management

🕒 March 26

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Logo of Protective Life

Protective Life

1001 - 5000 employees

Founded 1908

💸 Finance

Finance • Insurance

Protective Life is a financial services company specializing in providing affordable life insurance and annuities. The company offers a variety of insurance products such as term life, whole life, and universal life policies, as well as fixed, immediate, indexed, and variable annuities. Protective Life assists individuals in planning for their future, including retirement, estate planning, and financial protection for families. The company emphasizes its commitment to sustainability, community involvement, and helping customers achieve protection and security throughout various life stages. Protective Life is known for its strong financial foundation and is licensed to operate in all states except New York.

📋 Description

• design, build, and lead the Employee Benefits (EB) client service and relationship management model across both the pre-sale and post-sale lifecycle. • oversee Client Managers, Renewal Specialists, and Sales Support—establishing a modern, digitally enabled, high-touch service model that maximizes client retention, relationship expansion, and profitable growth. • leverage technology, analytics, and streamlined workflows to deliver a differentiated service experience for brokers and employers while enabling scalable growth. • build the function from the ground up, establishing organizational structure, service standards, and operating rhythms. • partner closely with Sales, Underwriting, Product, Operations, and Technology teams to ensure a seamless client journey and to create a scalable service model.

🎯 Requirements

• 5+ years of leadership experience in Client/Account Management within employee benefits, group insurance, or healthcare services. • Demonstrated experience leading multi-layered client-facing teams, including Client/Account Managers, Renewal Specialists, Sales Support, or similar service functions. • Strong command of EB products including Dental, Vision, Life, Short-Term Disability, Long-Term Disability, Paid Leave, and Supplemental Health. • Proven track record of driving client retention, renewal outcomes, and customer satisfaction at scale within broker-led or intermediary distribution models. • Experience building or leading modern, technology-enabled service organizations, including CRM adoption, digital workflows, and data-driven operating practices. • Demonstrated ability to build teams, establish scalable processes, and develop leadership talent within a growing or evolving business environment. • Strong cross-functional leadership skills with experience partnering with Sales, Underwriting, Product, Operations, and Technology teams to deliver coordinated client outcomes.

🏖️ Benefits

• comprehensive health, dental and vision insurance • mental health benefits • employee assistance program • paid time off • paid parental leave • short-term disability • cultural observance day • contributions to healthcare accounts • pension plan • 401(k) plan with Company matching • ProHealth Rewards platform to improve wellbeing while earning cash rewards

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