Sr Relationship Manager at TIAA responsible for deepening client relationships and identifying sales opportunities in institutional business. Leading integrated teams to drive positive financial outcomes and strategic client engagement efforts.
About the role
- Account Manager managing onboarding and implementation for insurance groups at Acrisure. Collaborating with Sales and Client Services for successful account servicing.
Responsibilities
- Manage the onboarding and implementation process for all new groups
- Oversee the creation, updating, and distribution of onboarding packets to group members
- Conduct 60 to 90 day follow ups for newly implemented groups
- Collaborate with the Sales team to support prospective and existing broker relationships
- Manage the renewal process for existing groups
- Assist with program builds, plan configuration, and product setup within internal administrative systems
- Perform weekly system validations to track plan setup and enrollment activity for new groups
- Monitor enrollment rollovers for renewing groups
- Maintain accurate broker and client information within internal systems
- Assist the Client Services Manager with product reviews and internal education
- Support the development and maintenance of marketing materials for new and existing programs
- Work with the Director of Operations on operational initiatives and process improvements
- Attend weekly department meetings and collaborate with leadership
Requirements
- Intermediate Computer Skills
- Strong Knowledge of Microsoft Office (Microsoft Word, Microsoft Excel)
- Previous insurance industry experience or TPA experience preferred
- Analytical and problem-solving skills
- Decision-making skills
- Strong interpersonal and communication skills
- Can-do attitude and ability to think outside the box
- High attention to detail
- Excellent time management skills
- Excellent telephone etiquette
- Self-motivated and able to thrive in a results-driven environment
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- Legal plan options
- Pet insurance coverage
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