Salary
💰 $100,000 - $125,000 per year
About the role
- 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
Requirements
- Bachelor's Degree
- 2+ years experience in relationship management that directly aligns with the specific responsibilities for this position
- Or an equivalent combination of education and experience
- Travel: Less than or equal to 25%
- Certifications/Licenses: Licenses dependent upon product being supported with specified time frame
- Must be self-motivated and willing to have difficult conversations within and outside the organization to help guide and grow our business