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Acts as a subject matter expert to internal stakeholders by consulting on complex strategies to optimize client satisfaction & retention
Builds and directs a complex relationship platform by identifying executive contacts within targeted consulting and brokerage firms
Builds, enhances, and maintains effective relationships with complex client organizations to ensure a high level of client satisfaction, retention & increase sales revenues & profitability
Collaborates with internal stakeholders on RFPs and go to market strategy
Develops a multifaceted understanding of existing/targeted client organizations
Develops and maintains collaborative relationships with internal stakeholders to achieve overall organizational objectives
Develops, maintains, and executes complex client relationship plans to ensure clients overall service needs are met
Identifies and resolves complex client issues/concerns in a timely manner
Identifies clients with retention risk and develops and executes complex plans to retain clients
Meets or exceeds all department targets for his/her assigned clients
Participates in financial services &/or insurance industry trade organization meetings to build and strengthen market presence
Provides feedback and intelligence to internal partners clients
Serves as a subject matter expert to internal/external stakeholders by leveraging an advanced understanding and expertise of our products, services & operational structure
Drives retention goals across assigned clients
Internally manages and partners with each operational area to ensure overall organization growth and success
Must be self-motivated and willing to have difficult conversations within and outside the organization to help guide and grow our business
Performs other related duties as required
Requirements
Bachelor's Degree in a related field
2+ years experience in relationship management that directly aligns with the specific responsibilities for this position
Or an equivalent combination of education and experience
Licenses dependent upon product being supported with specified time frame (upon hire)
What we offer
medical, dental, and vision coverage
prescription drug coverage
health care flexible spending
dependent care flexible spending
Aflac supplemental policies (Accident, Cancer, Critical Illness and Hospital Indemnity offered at no costs to employee)