Client Relationship Management, Analyst
Core
Act as a trusted advisor partnering with corporate clients to deliver tailored employee benefit solutions, driving engagement and long-term value.
Role type
Client Relationship Management Analyst
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, business transformation, project management
Preferred skills
Growth strategy execution, digital collaboration tools proficiency
Technologies
Microsoft Excel, PowerPoint, CRM tools
Responsibilities
Achieve team sales goals and growth targets; deliver trusted benefit advisory and hands-on account servicing; extract and analyze data for strategic decisions; coordinate across internal teams and external partners; contribute to strategic process enhancement projects.
Seniority
Mid-level, hands-on IC