Senior Financial Analyst
Medtronic
Tableau
Client Manager, Premier Market
Guardian Life
full-time
Posted on:
Origin: • 🇺🇸 United States • Tennessee
Visit company websiteSalary
💰 $52,440 - $86,145 per year
Job Level
Mid-LevelSenior
Tech Stack
Tableau
About the role
- Assume overall responsibility for leading Planholder/client accounts (2-999 lives) ensuring client satisfaction, persistency, growth, and profitability goals are achieved
- Service the account and build strong relationships with clients and brokers/consultants
- Work closely with the respective sales office to gain consensus for account management strategy and position
- Strategically lead the lifecycle of a client to drive the right solutions to their benefit needs
- Balance the needs of the client with that of the business
- Achieve yearly financial growth goals
- Collaborate across internal teams and effectively interact with people at all levels of the organization
- Travel up to 25% within the territory as needed
Requirements
- BA or BS degree preferred or equivalent work experience
- Minimum of 3 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 complete renewal decisions
- Proficiency in Microsoft Office suite: PowerPoint, Word, Outlook, Teams; Concur; Tableau, Salesforce
- Ability to operate in a virtual environment and effectively establish trust virtually
- Ability to adapt to changes in a fast paced and dynamic environment
- Depth of experience and knowledge of relevant industry products and processes including Worksite, LTD, Dental products and absence management, online enrollment, experience rating, dental network analysis processes
- Consultative selling skills and the ability to influence and persuade
- Virtual communication, presentation, consultative selling, and relationship building skills
- Ability to collaborate across internal teams including collaborative selling
- Strategic and critical thinking and basic math skills
- Willingness to change and new ways of working
- Ability to exercise sound judgment and deal with conflict
- Ability to exude confidence and demonstrate optimism and positive demeanor
- Advanced organizational and time management skills
- Must achieve required industry licensing within 90 days of date of hire and maintain license through completing Continuing Education requirements
