Insurance Relationship Manager Analyst
Core
Client-facing analyst supporting senior relationship managers in managing high-touch insurance client accounts and coordinating client servicing needs.
Role type
Analyst, Insurance Relationship Manager
Builds
Client service delivery and account management for insurance clients
Domain
Asset Management / Insurance
Deliverable
client delivery
Required skills
Client service, relationship management, coordination, analytical skills, problem solving, CRM database management
Preferred skills
Series 7 and 63 licenses, equity/fixed income/alternatives strategy experience, CRM experience
Technologies
Microsoft Word, Excel, PowerPoint, CRM
Responsibilities
Support lead relationship managers on insurance client accounts, coordinate account opening and reporting requirements, participate in client and prospect meetings, quarterback client deliverables, support new business and cross-selling, maintain CRM records
Seniority
Junior, Analyst