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Ascensus
Ascensus
5.001 – 10.000 Angajați
Sponsor pentru viza H1BAsigurăriConsultanțăFinanțe
Ascensus oferă servicii de administrare și evidență în sectoarele pensiilor, educației, asigurărilor și serviciilor financiare. Activitatea sa sprijină persoanele și organizațiile care urmăresc obținerea unei pensionări sigure din punct de vedere financiar și a unei educații de calitate, prin echipe axate pe furnizarea de servicii, excelență operațională și standarde înalte. Ascensus pune accent pe integritate, calitate, diversitate, incluziune și egalitatea de șanse ca parte a culturii sale organizaționale și recrutează pentru o gamă largă de funcții profesionale.
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Senior Client Relationship Manager, Retirement Plans – Wisconsin Remote

Lead complex retirement-plan client relationships for Ascensus, supporting retention, growth, compliance, and service delivery. The role partners across sales, operations, vendors, and executive stakeholders to improve client outcomes.

USStatele Unite ale AmericiiWIWisconsinRemoteNormă întreagăSeniorLimbă Obligatorie: englezăManager de conturiVânzări

Descriere

  • Oversee a portfolio of large, complex accounts spanning multiple business lines
  • Collaborate with sales on new-business opportunities and finalist presentations
  • Improve client satisfaction and retention, grow revenue, and build relationships with administrators and C-suite leaders
  • Build and sustain relationships with client decision-makers and plan administrators
  • Create strategies that strengthen plan operations, improve efficiency, and advance participant retirement readiness
  • Coordinate across business lines to fulfill client expectations
  • Connect intermediaries and producers with clients, clarify issues, and support contractual compliance
  • Support the full client lifecycle from RFP response through onboarding and ongoing plan administration
  • Monitor account performance and deliver timely, accurate, and consistent client services
  • Work with vendors to research transaction issues, resolve problems, and communicate outcomes to clients
  • Coordinate with Client Account Managers, Participant Engagement Consultants, and other internal teams to address client needs
  • Represent clients and financial professionals by coordinating solutions across Ascensus departments
  • Apply retirement-industry expertise to strengthen satisfaction, retention, and organic growth
  • Support plan requirements for specialized arrangements, including ESOP, governmental 457, deferred compensation, and 409A plans
  • Stay informed about partner offerings, Ascensus proprietary products, and operational processes
  • Follow departmental policies and procedures to maintain compliance
  • Monitor laws, regulations, trends, and issues affecting administrative client service
  • Conduct periodic in-person client visits according to account size
  • Analyze data, document communications and escalations, and recommend solutions
  • Find cross-selling opportunities within existing accounts and contribute to revenue targets
  • Take ownership of issues escalated by clients and financial professionals through resolution
  • Maintain professional relationships with clients, attorneys, accountants, and related advisers
  • Develop a retirement-industry network that can generate sales opportunities
  • Lead or contribute to projects that create additional value for existing client relationships
  • Safeguard and appropriately manage confidential Ascensus and client information
  • Help oversee vendor relationships for clients and partners
  • Reflect Ascensus’ core values and service philosophy in daily work

Cerințe

  • Bachelor’s degree in business or a related discipline, or equivalent professional experience
  • At least 15 years of experience in the retirement industry
  • Seven to ten years of direct client relationship management experience, or an equivalent combination of education and experience
  • Industry-related certification or progress toward certification, such as ASPPA or CEBS, is preferred
  • Ability to work independently while contributing effectively to a highly collaborative team
  • Strong analytical and problem-solving capabilities
  • Careful attention to detail and the ability to deliver high-quality work under tight deadlines
  • Sound business judgment when balancing client priorities with organizational needs
  • Excellent written and verbal communication skills, including group and executive-level presentations
  • Ability to organize and facilitate meetings with senior stakeholders
  • Proven project management ability
  • Willingness to travel up to 25% of the time
  • For virtual remote work, access to an uninterrupted workspace during business hours and internet speeds of at least 25 Mbps

Beneficii

  • Virtual remote work arrangement requiring a dedicated workspace during business hours and internet speeds of at least 25 Mbps
  • Access to training courses, ASPPA coursework and designations, industry publications, and other external learning materials

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USStatele Unite ale AmericiiRemoteNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăSpecialist în retenția cliențilorSuccesul clienților

Help Globe Life policyholders keep their coverage and restore lapsed life insurance policies in this remote customer retention role. Handle inbound and outbound calls, discuss coverage and payment options, document outcomes, and meet retention targets.

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