5 дней назад
National Account Manager, Employee Benefits (Financial Services)
88 470 - 110 590$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
National Account Manager, Employee Benefits (Financial Services): Managing day-to-day service and ongoing account relationships for a national block of employee benefits clients with an accent on client support, broker relationships, and service efficiency. Focus on analyzing account blocks, developing detailed action plans, solving complex client needs, and supporting finalist and stewardship presentations.
Location: Dallas, TX, United States
Salary: $88,470–$110,590 USD annual base salary, plus potential incentive compensation.
Company
provides financial services and employee benefits solutions for individuals, communities, clients, and brokers.
What you will do
- Manage day-to-day service needs and ongoing account management for an assigned national client block.
- Support National Account Executives with service matters and create a consistent client experience.
- Build relationships with clients and brokers across multiple organizational levels.
- Identify improvement opportunities through account-block analysis and develop detailed action plans.
- Educate clients and review products and systems to address high-needs situations.
- Participate in finalist and stewardship presentations, delivering content that supports the client value proposition.
Requirements
- Experience with account management, client service, or a related financial services environment.
- Ability to work with high-profile clients and respond to requests promptly and effectively.
- Strong organization, critical thinking, responsiveness, and problem-solving skills in a high-volume environment.
- Ability to communicate professionally and confidently across all organizational levels.
- Ability to collaborate with internal teams, delegate expectations, and create alignment.
- Customer focus, business acumen, learning agility, and a team-oriented approach.
Culture & Benefits
- Purpose-driven culture focused on improving access to financial opportunities.
- Health, dental, vision, and life insurance plans.
- 401(k) savings plan with company matching contributions of up to 6% and an employer-paid retirement plan.
- Tuition reimbursement of up to $5,250 per year.
- 20 days of paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
- 40 hours of paid volunteer time per calendar year.
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