Client Executive - Life Insurance
A Life Insurance company is looking for a Client Executive to assume overall responsibility for managing sophisticated Plan Holder/client accounts with the objective of ensuring client satisfaction, persistency, growth, and profitability goals are achieved. This role involves leading the renewal process for assigned clients, including gathering necessary data, preparing proposals, and negotiating terms and pricing. The Account Manager will service the account and build strong relationships with clients and brokers/consultants, working closely with the respective sales office to gain their buy-in for the account management strategy and position.
Key Responsibilities:
- Assume overall responsibility for managing sophisticated Plan Holder/client accounts.
- Ensure client satisfaction, persistency, growth, and profitability goals are achieved.
- Lead the renewal process for assigned clients, including gathering necessary data, preparing proposals, and negotiating terms and pricing.
- Service the account and build strong relationships with clients and brokers/consultants.
- Work closely with the respective sales office to gain their buy-in for the account management strategy and position.
- Strategically manage the lifecycle of a client to drive the right solutions to their benefit needs.
- Lead and direct client strategy meetings and the strategic planning process.
- Balance the needs of the client with those of the business.
- Achieve yearly financial growth goals by identifying revenue optimization and block expansion opportunities.
Qualifications:
- BA or BS degree preferred or equivalent work experience.
- Minimum of 5 years of group insurance experience servicing accounts and/or account management.
- Strong customer service acumen.
- Demonstrated success in dealing with brokers/consultants as well as sophisticated clients.
- Ability to analyze data to influence and execute on renewal decisions along with deploying the right solutions for the client.
- Proficiency in key technology platforms: Microsoft Office suite (PowerPoint, Word, Outlook, Teams), Concur, Tableau, Salesforce.
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