What is the opportunity?

As a Senior Client Relationship Specialist, you will serve as a key point of contact for account management, focusing on post‑sales activities, complex contractual and plan design inquiries, and the installation of new business through client strategy. You will play a critical role in driving client satisfaction, retention, and revenue growth within the region.

Responsibilities

• Identify cross‑selling opportunities and deliver exceptional service to achieve regional sales targets while promoting group block retention and persistency rates.
• Independently address client and advisor inquiries, determining appropriate actions for complex issues with minimal management involvement. Proactively recommend solutions to enhance problem resolution.
• Establish and maintain strong relationships with producers, group plan administrators, and advisors to foster collaboration and trust.
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