Own retention and upsell efforts for large employer clients, serving as a strategic partner on health plan design, cost performance, and plan outcomes. Manage broker and client relationships, monitor account health, address risks, resolve strategic issues, and collaborate with account managers and product, data, and technology teams. Develop customized reports and presentations demonstrating client value and ROI while improving net revenue retention and account performance.

Manage and grow Garner's small-group employer clients (25–250 lives) by retaining and upselling accounts, advising on plan design and cost trends, monitoring client health, building broker relationships, and partnering with finance, product, data, and technology teams to demonstrate ROI and drive Net Revenue Retention and other KPIs.

Manage a high-volume small-market book (50-75 accounts, ≤250 lives) to drive engagement, satisfaction, and retention. Own day-to-day client and broker relationships, track KPIs, execute engagement plans, manage concurrent projects, triage issues cross-functionally, lead client meetings and presentations, and travel up to 20% for in-person sessions.