Client Relationship Management, Analyst
Core
Trusted advisor partnering with corporate clients to deliver tailored employee benefit solutions, driving engagement, satisfaction, and long-term value.
Role type
Client Relationship Management Analyst (Employee Benefits)
Builds
Tailored employee benefit solutions for corporate clients
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Client advisory, account servicing, data analysis, stakeholder coordination, project management, sales goal achievement
Preferred skills
Microsoft Excel, PowerPoint, CRM tools
Technologies
Microsoft Excel, PowerPoint, CRM tools
Responsibilities
Drive team sales goals and growth targets; Deliver trusted benefit advisory and hands-on account servicing; Extract and analyse data for strategic decisions and performance reporting; Coordinate across internal teams and external partners; Contribute to strategic projects enhancing processes and service quality
Seniority
Mid-level, hands-on IC