Relationship Manager, BOLI
Relationship Manager, BOLI
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Newport an Ascensus company helps employers offer their associates a more secure financial future throughretirement plansinsuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner Newport is independent experienced and responsive.
The BOLI Relationship Manager is responsible to manage relationships for financial institution clients and the insurance portfolios the company administers. This role will ensure client requests are fulfilled accurately and efficiently and that proactive solutions are presented to the client. The Relationship Manager collaborates closely with reporting teams application technology consulting teams and external advisors.
Section 2: Job Functions Essential Duties and Responsibilities
- 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.
- Nurtures long-standing relationships with clients by delivering high quality and responsive service that exceeds expectations
- Assists as needed with technical client issues and projects
- Collaborates with and openly communicates client and product updates and information with colleagues
- Maintains regular and frequent communication with clients and advisors
- Serves as the client and product resource and lead the service team in all reporting and service needs
- Leads efforts to onboard new clients and coordinate internally when presented with this opportunity
- Coordinates client meetings and discussions; virtual and in person
- Identifies cross-selling opportunities to support business development within the company
- At Ascensus we are guided by our Core Values of People Matter Quality First and Integrity Always. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Supervision
- N/A
Section 3: Experience Skills Knowledge Requirements
- Works under pressure in a very fast-paced demanding work environment
- Familiar with insurance concepts practices and procedures
- Ability to mentor and lead others
- A minimum of 8 years experience working within the insurance banking or financial services industries
- Insurance license (or ability to obtain within 3 months of hire)
- Series 6 and 63 licenses (or ability to obtain within 6 months of hire)
- Bachelors degree from an accredited university or college
- Strong MS Office skills to include Outlook Excel Word and PowerPoint
For all virtual remote positions in order to ensure associates can effectively perform their job duties with no distractions we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building then a stronger connection is you are unsure of your internet speed please check with your service provider. Note: For call center roles specifically it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ or @ email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting we strongly encourage you to apply directly through our website.
Required Experience:
Manager
Employment Type
Full-Time
