Job Responsibilities: Client Service Advisor
Salary: $20/Hour
Company: AB
Location: Salem, USA
Educational Requirements: Bachelor's Degree
The client carrier guide (CSA) resides within AB’s coverage division. This function companions with income, the ABIS West CRA group and senior management to services our biggest Insurer, Equitable. To be successful across all factors of the position, the CSA need to collaborate with groups throughout the firm—Operations, Investments, legal & Compliance—and relentlessly become aware of and sell the needs of AB’s customers. The client service marketing consultant reviews immediately to the head of purchaser carrier with a dotted line to the pinnacle of insurance. This role is based totally in Nashville, TN.
Description
- Precise responsibilities will include but aren't constrained to:
- Oversee all factors of the every day servicing of this important dating, RFPs, from account openings, partnering prison on agreements and account protection
- Lead Advisory Committee sessions with senior leaders of AB & EQH month-to-month, quarterly, and annually
- Apprehend and report all aspects of the relationship such as all contact points (e.G., reporting, billing, presentations, smartphone calls), issues, and customers’ familiarity with AB
- Set up and hold information of research on capacity new commercial enterprise possibilities and assist in constructing an opportunity pipeline
- Paintings with sales & income management on client plans, business-at-risk or different consumer reviews/data
- With minimum route, lead & force client subjects with internal & external stakeholders, via to fruition
- Arrange and host periodic portfolio updates to EQH, operating intently with AB investment experts as needed
- Suggest solutions to the wishes of the plan and pursue new commercial enterprise possibilities thru cross-sale sports
- Proactively hold a robust running information of AB merchandise and funding approaches
- Field and reply to all regular and advert-hoc customer queries
- Oversee purchaser and prospect presentations, Questionnaires, & RFPs
Qualifications
- Bachelor diploma, ideally in Finance, Economics, or marketing, and an splendid instructional report
- At the least 4 years of consumer/sales enjoy in the monetary offerings industry
- Track report of notable overall performance and achievement
- A perception that patron is first and the ability to influence and lead others to prioritize in that way
- Capability to collaborate across all degrees of the business enterprise
- Exemplary relationship constructing competencies
- Extraordinary verbal and written communique and presentation capabilities
- Demonstrated song file in assembly deadlines and keen ability to multi-mission and prioritize
- Analytical mind-set and strong trouble fixing abilties
- Fluent in Microsoft phrase, PowerPoint, and Excel; revel in with Salesforce.Com a plus
