Senior Relationship Manager – Retirement

Account ManagerSalesFull TimeRemoteTeam 5,001-10,000Since 2000H1B SponsorCompany SiteLinkedIn

Location

Pennsylvania

Posted

34 days ago

Salary

$115K - $190K / year

Bachelor Degree15 yrs expEnglish

Job Description

• Foster lasting relationships and promote organic growth with clients and vendors through value-added strategic analyses and consultative solutions. • Provide a superior level of proactive client focus and teamwork. • Leverage industry knowledge to promote key client and vendor satisfaction, leading to client retention and organic growth. • Forge relationships with client C-Suite Executives. • Demonstrate ownership for the resolution of issues escalated by partners and serve as a liaison to various internal departments, advocating for both Ascensus and its partners. • Deliver superior service to strengthen relationships and capture a greater share of business/services from clients/vendors. • Review existing book of business to identify retention and cross-sell opportunities to meet revenue goals. • Manage expenses, identify departmental growth and process improvement opportunities, and lead projects that fulfill departmental objectives. • Lead efforts to conduct ongoing prospective market analysis and initiatives related to the establishment of new client/vendor relationships and the creation of additional value for existing relationships. • Gather and analyze data associated with clients/vendors and conduct outreach activities including regularly scheduled calls, annual reviews, and reporting. • Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function. • Ensure that all contractual obligations for key partnerships are met. • Identify unique client characteristics or concerns and analyze the impact on the contractual agreement. • Negotiate contract amendments and pricing structures, as applicable. • Assist with other tasks and projects as assigned. • Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.

Job Requirements

  • Bachelor’s degree in business or related fields, or equivalent work experience
  • Minimum 15 years’ experience in benefits industry
  • Prior experience with large market institutional client relationships within a benefits environment
  • Ability to work independently, but also work within and contribute to maintaining a highly-cohesive team environment
  • Excellent analytical and problem-solving skills
  • Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
  • Must be detail oriented and be able to produce high quality work within tight time constraints
  • Ability to make sound business judgments while effectively balancing client needs and organizational considerations (e.g., risk mitigation, company reputation)
  • Ability to manage escalated calls professionally and effectively to resolution
  • Excellent written and oral communication skills, including group presentation experience
  • Proficiency with Microsoft Office products including Excel, Word and PowerPoint
  • Ability to travel as required
  • Demonstrated project management skills.

Benefits

  • 401(k) match
  • Medical
  • Dental
  • Vision
  • Paid-Time-Off

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