Senior Client Relationship Manager

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Franklin Madison

Site WebLinkedInTous les Emplois

201 - 500 employés

Fondée en 1971

🛡️ Assurance

🤝 B2B

💰 Private equity en 2018-02

Insurance • B2B

Franklin Madison est une entreprise qui offre des solutions d'assurance pour les consommateurs ainsi que des services de distribution et d'engagement. Elle s'associe avec des banques, des coopératives de crédit et des partenaires d'affinité pour distribuer ses produits d'assurance et gère un canal direct vers le consommateur (Franklin Madison Direct). L'entreprise met l'accent sur l'engagement basé sur les données et les parcours consommateurs personnalisés pour les détenteurs de polices d'assurance, ce qui suggère une focalisation sur le marketing, l'exécution et la gestion du cycle de vie client pour les produits d'assurance.

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

🎯 Exigences

• 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