Client Account Specialist
Core
Support Client Managers in leading cross-functional client teams, driving sales execution, and delivering exceptional value to Life & Health reinsurance clients.
Role type
Assistant Vice President, Client Account Specialist (Senior IC)
Builds
Client engagement plans, marketing materials, RFP proposals, and sales pipelines for US Life & Health reinsurance clients.
Domain
Reinsurance / Life & Health Insurance
Deliverable
client delivery
Required skills
Client relationship management, sales funnel management, cross-functional coordination, executive presentation creation, CRM data entry, RFP proposal preparation, stakeholder communication, project coordination, market research, travel management
Preferred skills
Insurance/reinsurance industry experience, sales/account management experience, Excel/Power BI/CRM proficiency, AI tool usage
Technologies
CRM tools, PowerPoint, Excel, Power BI
Responsibilities
Coordinate meetings and track action items for Client Leadership Team discussions; Drive sales funnel and support timely follow-up; Develop and execute Client Engagement and Action Plans; Prepare internal and external communications; Coordinate ad hoc client requests and briefing documents; Serve as co-pilot for high-activity clients leading projects and CLT meetings; Participate in prospecting for new business; Support key client events planning and execution; Represent client management perspective on user-testing projects.
Seniority
Senior, hands-on IC