Employee Benefits Account Manager managing client relationships in insurance at Acrisure. Retaining and expanding client relationships, improving client experience as a professional insurance advisor.
About the role
- Providing operational support for banks in financial services industry while managing projects and client relationships. Collaborating with teams to improve workflows and processes.
Responsibilities
- You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.
- Working with a collaborative team to onboard new banks and custodial agents. Working within a Salesforce based workflow process to manage and support various operational based tasks.
- Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
- Modeling and building data queries. Involvement in cross-functional Data Lake based projects.
- Analyzing and preparing data to present to our clients. Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation.
- Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner
Requirements
- Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
- High competency in Excel, Access, SQL and PowerPoint
- Ability to achieve results by managing expectations of both internal and external customers (and outside vendors), communicating in a timely fashion, and utilizing effective procedures and plans in place.
- Ability to work independently yet integrate personal results in a team environment.
- Able to produce accurate work product.
- Ability to analyze and write business requirement documents to improve or expand the functionality of a technology business platform.
- Strong analytical and critical thinking skills.
- Strong oral and written communication skills.
- Financial Services or banking industry experience, preferably in a back-office (i.e., reconciliation, settlement, bank processing) operational role. Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Opportunities for advancement
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Vision insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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