Norcross, GA Search Results /

Now Hiring - Insurance Senior Client Relationship Manager in Atlanta, GA

Insurance Senior Client Relationship Manager in Atlanta, GA

OneDigital
Base Salary $65K - $96K
Total Comp: NA
Quick Apply Save
Qualifications Years In Sales
Industry: Insurance
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Insurance Agencies & Brokerages
To Whom Insurance
Location: Atlanta, GA
4.3
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
The Senior Client Relationship Manager provides a positive experience through the development and maintenance of strong relationships with clients. This position serves as a liaison between the plan sponsor, record-keeper and Director of Client Services in order to resolve any plan administration or participant issues. The ideal candidate will be passionate about client service and will use communication and relationship management skills to ensure an exceptional level of service.
Essential Duties and Responsibilities (include but are not limited to):
  • Act as primary plan sponsor contact for all day-to-day plan administration issues and requests.
  • Follow through on all issues to satisfactory and timely resolution by coordinating with service providers, Director of Client Services and client.
  • Provide subject matter expertise and assistance for training new team members
  • Create and present materials for plan review meetings in conjunction with Retirement Plan Consultants
  • Record and draft meeting minutes and ensure action items are completed timely
  • Review underperforming investment options and prepare materials on recommended fund changes
  • Coordinate fund changes, vendor searches, plan corrections, document changes, plan design and fee analyses
  • Maintain and update information in CRM system according to department standards
  • Research, follow up and resolve client inquiries and issues through effective interaction with clients, plan participants and advisors in a timely and professional manner
  • Build relationships with clients and maintain open lines of proactive communication
  • Assist plan sponsors with year-end compliance requirements
  • Schedule and prepare materials for educational meetings and campaigns; may include conducting plan review meetings and presenting to participants
  • Assist plan participants with account questions
  • Other duties may include, but not limited to: lead training sessions, documentation and improvement of client related processes and procedures
Qualifications, Skills and Requirements:
  • Ability to quickly form and maintain positive, productive relationships with clients.
  • Ability to work and make decisions independently and as a Team Player
  • Excellent communication skills, both written and verbal; Writes, speaks, and presents clearly and succinctly across a variety of communication settings and adjusts communication style to audience
  • Excellent customer service skills
  • Superior attention to detail and follow-through
  • Ability to work well independently and with minimal supervision
  • Excellent organizational and time management skills; ability to successfully multi task and manage priorities effectively.
  • Problem solving is required for time sensitive client issues arise which require a prompt decision
  • Visual acuity for computer work and written documents
Education, Training and Experience:
  • College degree in a business related field
  • 3-5 years’ industry experience required
  • FINRA Series 65 required or obtain within 12 months of employment
  • Experience with Microsoft Suite (Excel, PowerPoint, Word, Outlook, etc.), required
Thank you for your interest in joining the OneDigital team!
OneDigital
Company Size
1001 to 5000 Employees
Founded
2000
They Sell
Insurance Agencies & Brokerages
To Whom
Insurance
Website
www.onedigital.com
Revenue
Unknown / Non-Applicable

OneDigital is currently hiring for 13 sales positions
OneDigital has openings in: GA, MO, TN, FL, IL, NC, & MA
The average salary at OneDigital is:

13 Yes (amount not posted)

OneDigital
Rate this company

Sign In to rate this company

OneDigital

OneDigital is currently hiring for 13 sales positions
OneDigital has openings in: GA, MO, TN, FL, IL, NC, & MA
The average salary at OneDigital is:

13 Yes (amount not posted)