Senior Relationship Manager – Retirement
Location
Pennsylvania
Posted
33 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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