Reinsurance Client Program Advisor - Remote

Overview

The Reinsurance Client Program Advisor plays a crucial role in supporting Client Wealth Building Programs, focusing on customer service and collaboration with the Field Sales team to enhance client relationships and sales performance.

In Short

• Own customer-facing aspects of Client Wealth Building Programs.
• Provide excellent service to complement the Field Sales team.
• Develop long-term relationships with affluent clients and C-level executives.
• Execute Shareholder Financial Reviews to enhance program performance.
• Support Distribution team with risk insulation and sales increase.
• Analyze data and provide recommendations for program success.
• Lead technical reviews and sales presentations.
• Build rapport with 3rd party vendors.
• Handle client inquiries and complaints professionally.
• Work independently with minimal guidance.

Requirements

• Bachelor’s degree in business, accounting, or related field preferred.
• 3+ years’ experience in client participation programs.
• General accounting background with ability to understand financial statements.
• Exceptional verbal and written communication skills.
• Self-motivated and results-oriented.
• Comfortable making difficult decisions.
• Experience using Microsoft Office applications.
• Ability to build rapport with clients and collaborate effectively.
• Understanding of consumer behaviors and industry trends.

Benefits

• Opportunity to impact millions of lives.
• Work from home flexibility.
• Supportive team environment.
• Professional development opportunities.
• Competitive compensation.