Senior Client Relationship Manager

🕒 August 7

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Franklin Madison

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1971

🛡️ Insurance

🤝 B2B

💰 Private equity on 2018-02

Insurance • B2B

Franklin Madison is a company that provides consumer insurance solutions and distribution/engagement services. It partners with banks, credit unions and affinity partners to deliver insurance products and runs a direct-to-consumer channel (Franklin Madison Direct). The company emphasizes data-driven engagement and personalized consumer journeys for policyholders, suggesting a focus on marketing, fulfillment and customer lifecycle management for insurance products.

📋 Description

• Manage strategic accounts and serve as the main point of contact for key Credit Union and/or Bank partners • Work across client-facing and internal teams as part of the relationship management team • Develop client relationships and support client satisfaction, retention, and business results • Increase marketing effectiveness and efficiencies for clients and internal teams • Set goals to increase client revenue through organic growth, additional insurance programs, and digital strategies • Establish account-management cadence with internal teams to support innovation, growth, and retention • Lead ongoing client engagement calls, business reviews, and annual strategic planning meetings • Develop and implement business plans for top partners covering short-term wins and long-term goals • Manage day-to-day strategic partnerships, onboarding coordination, implementation, and key initiatives • Maximize client and company revenue and opportunities while maintaining marketing commitments and addressing risks • Analyze client goals, growth plans, and marketing success and make recommendations • Challenge business and leadership teams with ideas that deepen relationships and generate revenue • Communicate partner trends and updates to senior management and key stakeholders • Maintain internal tracking documents and systems • Coordinate work across internal departments • Identify process improvements to reduce costs and improve partner and company financial health • Ensure contractual requirements and KPIs are followed by internal teams

🎯 Requirements

• 4-year college degree • 8–10 years of account management and/or client relationship-building experience • Experience working with large financial institutions • Excellent communication and presentation skills • Detail-oriented with strong organizational skills • Strong interpersonal skills • Ability to develop and effectively sell new ideas and strategies • Experience working with internal marketing and operations teams • Strategic perspective and problem-solving approach • Ability to work in a fast-paced environment and manage competing demands • Understanding of large financial institution regulatory trends • Salesforce.com experience • Insurance background and/or license • Proven success managing executive-level client relationships • Demonstrated track record growing revenue within existing accounts • Experience leading enterprise-level initiatives involving multiple internal stakeholders • Strong business acumen and ability to present to C-suite executives • Experience negotiating complex business solutions and strategic partnerships