Jackie Bohmbach
Sr. Client Relationship Consultant
Minneapolis,MN
Summary
Driven client relationship professional with 10+ years of experience building and maintaining long-term relationships with clients, brokers, and internal stakeholders. Proven ability to develop strategic account plans, manage complex client needs, lead negotiations, support sales and implementation, and consistently exceed retention goals. Strong communicator and trusted resource with experience delivering presentations and sales training, facilitating cross-functional collaboration, and identifying opportunities to strengthen client relationships and expand business. Known for strategic planning, attention to detail, adaptability, and a commitment to delivering an exceptional client experience.
Overview
1
1
Certification
17
17
years of professional experience
Work History
SR. CLIENT RELATIONSHIP CONSULTANT
Principal Financial Services
03.2021 - Current
- Build and maintain strong, long-term relationships with clients, brokers, and internal stakeholders.
- Serve as a trusted resource to brokers and mutual clients, providing responsive and consultative support.
- Partner with clients and brokers to understand business needs, identify opportunities, and develop strategic solutions.
- Lead client communications and presentations while effectively communicating complex information to diverse audiences.
- Apply strong negotiation, problem-solving, and relationship-management skills to address client needs and achieve successful outcomes.
- Collaborate across internal departments to coordinate client needs and deliver an exceptional client experience.
- Support strategic account planning, client retention, and business growth initiatives.
ACCOUNT MANAGER – STRATEGIC HEALTH SOLUTIONS
HealthPartners
01.2013 - Current
- Manage all aspects of renewal sales and implementation while maintaining strong client and broker relationships.
- Assist with new group sales and implementation, partnering with internal teams to deliver effective solutions.
- Provide ongoing consultative service that exceeds the expectations of clients and brokers.
- Meet with key clients and brokers to maintain, strengthen, and enhance strategic relationships.
- Prepare and execute strategic account plans aligned with client needs and organizational objectives.
- Consistently exceed retention goals through proactive relationship management and strategic client engagement.
- Lead negotiation efforts between clients, brokers, and underwriting to achieve mutually beneficial outcomes.
- Identify cross-selling opportunities and recommend strategic benefit solutions based on client needs.
- Serve as the primary point of contact connecting brokers and clients with internal departments.
- Manage multiple priorities and complex client needs while maintaining a high level of service and attention to detail.
SALES REPRESENTATIVE – BROKERED SALES
HealthPartners
01.2010 - 01.2013
- Consultative sales e
- Facilitated product development and item quality control.
- Coordinated international shipments and managed multiple operational priorities.
- Planned storefront events and meet-and-greets to attract and engage buyers.
- Represented the organization at nationwide trade shows and client-facing events.
- Managed accounts payable and receivable.
- Serviced display showrooms and supported day-to-day business operations.
Education
BACHELOR’S DEGREE - BIOLOGY
Augsburg College
01.2007
Skills
- Client Relationship Management
- Client Retention & Account Management
- Strategic Account Planning
- Relationship Building
- Strategic Business Development
- Negotiation & Conflict Resolution
- Sales & Implementation
Certification
Licensed Insurance Producer in Minnesota and Wisconsin since 2010, Strategic Discovery Training – Nine Oars Consulting Firm, Sales Training – 2011 and 2012
Timeline
SR. CLIENT RELATIONSHIP CONSULTANT
Principal Financial Services
03.2021 - Current
ACCOUNT MANAGER – STRATEGIC HEALTH SOLUTIONS
HealthPartners
01.2013 - Current
SALES REPRESENTATIVE – BROKERED SALES
HealthPartners
01.2010 - 01.2013
BACHELOR’S DEGREE - BIOLOGY
Augsburg College