The Principal, Client Strategy serves as a strategic advisor dedicated to enabling the National sales organization’s success through the development and execution of client strategies that drive growth, retention, and profitability for our largest and most innovative clients. Acting as a thought leader, the Principal partners with the assigned account teams, turning market insights into actionable strategies that empower the sales team to secure and retain business. This role is responsible for developing strong relationships at the C-Suite level, while partnering closely with sales leadership, account teams, and cross-functional stakeholders to align innovative solutions and resources to support our client’s needs and organizational objectives.
Responsibilities:
- Leads the design and execution of strategic plans for the National Sales segment to achieve membership growth, retention and revenue goals.
- Anticipates client needs and market trends to proactively recommend innovative, differentiating solutions.
- Develops client-specific strategies that guide sales teams in targeting, positioning, and securing high-value opportunities.
- Serve as a thought leader and mentor within the Sales organization, promoting best practices in strategic planning and relationship management.
- Provides strategic input on proposals, presentations, and negotiations for complex, high-value opportunities.
- Collaborates with product, underwriting, marketing, and operations teams to ensure alignment and seamless delivery of client solutions.
- Monitors and analyzes market trends, client feedback, and competitive intelligence to inform strategic decisions.
- Delivers actionable insights and thought leadership to strengthen the organization’s competitive advantage.
- Defines success metrics for strategic initiatives and assess impact on sales performance and client retention.
- Presents strategic recommendations and performance insights to leadership and client stakeholders to optimize strategy execution.
Core Competencies
- Strategic Thinking
- Client-Centric Mindset
- Market Insight & Innovation
- Business Acumen
- Collaboration & Influence
- Results Orientation
QUALIFICATIONS
- Bachelor’s degree in Business, Marketing, Healthcare Administration, or related field
- 10+ years of experience in health insurance, healthcare, or related industry with a focus on sales strategy, client management or business development
- Proven success in developing and executing strategic plans for large, complex clients
- Strategic thinker with strong business acumen
- Strong analytical and problem-solving skills; ability to translate complex data into actionable strategies
- Exceptional communication, presentation, and stakeholder management skills for executive-level audiences
- Ability to lead through collaboration and drive alignment across teams.
- Exceptional consultative and negotiation skills
- Deep knowledge of health insurance products, compliance requirements, and market trends.
- Proficiency in CRM systems and Microsoft Office Suite
- Active PA State Accident & Health license (or ability to obtain within 60 days of hire)
- Valid driver’s license and reliable transportation.
- Ability to travel extensively, both locally and nationally
Independence has implemented a “Hybrid” model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the “Hybrid” model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey or Pennsylvania
IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.
Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.
