Virtual Relationship Manager responsible for deepening customer relationships through remote channels at Upstox. Guiding customers on investment products and achieving sales targets.
About the role
- Client Relationship Manager managing regional account portfolios focusing on life and disability insurance. Supporting client needs, developing strategies, and driving business growth in hybrid work setting.
Responsibilities
- Proactively support your clients through various interactions including stewardship meetings based on each customer’s needs
- Develops and executes comprehensive book of business strategies consistent with organizational initiatives, profitability & persistence targets, segment requirements, and individual customer’s needs
- Make recommendations for changing where appropriate
- Keeps abreast of client's changing benefits/HR needs/corporate landscape
- Identifies and coordinates annual enrollment activity/communication requirements
- Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Regional Account Executive
- Partners with Regional Account Executive to educate and develop relationships with Brokers and their staff
- Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate
- Primary liaison between customer, producer and internal partners to ensure customer needs are addressed, bringing in the right resources at the right time
- Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and acts as appropriate
- Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers
Requirements
- A minimum of 2 years of Disability and Life Group Benefits experience
- 4-year college degree preferred or equivalent work experience
- As a condition of your employment, you must obtain and maintain the Group Life & Health license including Continuing Education requirements
- Ability to facilitate meetings and/or present to groups of varying sizes
- Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint
- Excellent verbal and written communication skills
- Highly organized, detail oriented and able to manage multiple priorities at once
- Ability to build rapport and develop/maintain strong relationships with internal/external partners
- Ability to work independently
- Demonstrates good leadership skills
Benefits
- Other rewards may include short-term or annual bonuses
- long-term incentives
- on-the-spot recognition
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