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Assistant Director Relationship Management

📅 Aug 9
Relationship ManagementTeam LeadershipClient EngagementStrategic Planning

📜 Description

  • Lead and coach a team of Relationship Managers, fostering engagement, professional growth, and an inclusive environment.
  • Execute strategies that drive profitable growth, persistence, and exceptional customer experience across a portfolio of national accounts.
  • Oversee renewal readiness, growth strategies and stewardship delivery, while ensuring all client commitments are met on time.
  • Orchestrate collaboration with underwriting, claims, billing, technology, and reporting teams to deliver integrated client solutions.
  • Serve as the initial escalation point for complex client and broker issues and drive timely, effective resolution.
  • Champion continuous improvement initiatives to enhance relationship management processes and best practices.

🛠️ Requirements

  • 5+ years of experience in group benefits account management, claims, or underwriting.
  • Prior leadership experience preferred.
  • Strong financial acumen and understanding of employee benefits products and services.
  • Demonstrated ability to build and maintain marketplace relationships.
  • Effective communication skills with strength in writing, conflict resolution, and critical thinking.
  • Proven coaching and feedback abilities.
  • Experience collaborating across organizational lines to deliver results.
Full job description

As Assistant Director of Relationship Management, you will lead a team to enhance client relationships and drive growth through strategic initiatives and collaboration.

Description

  • Lead and coach a team of Relationship Managers, fostering engagement, professional growth, and an inclusive environment.
  • Execute strategies that drive profitable growth, persistence, and exceptional customer experience across a portfolio of national accounts.
  • Oversee renewal readiness, growth strategies and stewardship delivery, while ensuring all client commitments are met on time.
  • Orchestrate collaboration with underwriting, claims, billing, technology, and reporting teams to deliver integrated client solutions.
  • Serve as the initial escalation point for complex client and broker issues and drive timely, effective resolution.
  • Champion continuous improvement initiatives to enhance relationship management processes and best practices.

Requirements

  • 5+ years of experience in group benefits account management, claims, or underwriting.
  • Prior leadership experience preferred.
  • Strong financial acumen and understanding of employee benefits products and services.
  • Demonstrated ability to build and maintain marketplace relationships.
  • Effective communication skills with strength in writing, conflict resolution, and critical thinking.
  • Proven coaching and feedback abilities.
  • Experience collaborating across organizational lines to deliver results.
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