The specialist will act as a strategic partner to assigned members, focusing on proactive engagement, driving product adoption, and strengthening member health through structured account management. Key duties include owning and driving the customer renewal process, implementing onboarding strategies, and identifying opportunities for cross-selling and service upgrades.

The individual will oversee highly complex client relationships, ensuring satisfaction, swift response to needs, problem resolution, and compliance while proactively identifying growth opportunities. This role involves structuring deals, managing complex client projects, tracking metrics, and leading non-mutual fund client opportunities.

The Senior Channel Manager will oversee all business development activities for Fusion's Agents, focusing primarily on driving sales revenue and generating leads through recruiting, sales support, agent management, and training. Essential duties involve achieving sales objectives by contributing analysis, implementing sales programs, evaluating competition, and managing regional sales strategies and agent performance.

The associate collects, reviews, and enters rating information to provide quotes for underwriters on new business, endorsements, and renewals, while also contacting agents for missing information. They are responsible for reviewing automated renewal documents, making updates, and processing specific endorsements within their authority limit.