Job Description

What is the opportunity?

As a Senior Client Relationship Specialist, you will serve as a key point of contact for account management, focusing on post‑sales activities, complex contractual and plan design inquiries, and the installation of new business through client strategy. You will play a critical role in driving client satisfaction, retention, and revenue growth within the region.

What will you do?

• Identify cross‑selling opportunities and deliver exceptional service to achieve regional sales targets while promoting group block retention and persistency rates.
• Independently address client and advisor inquiries, determining appropriate actions for complex issues with minimal management involvement, and proactively recommend solutions to enhance problem resolution.
• Establish and maintain strong relationships with producers, group plan administrators, and advisors to foster collaboration and tr...