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Client Services Manager
Ameritas Life Insurance Corp
Cincinnati, OH, United States
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Ameritas Life Insurance Corp is seeking a Client Services Managerto drive the business by the overall management and service delivery of client relationships with all existing Retirement Plans intermediaries and clients. This may include managing key relationships directly, and ensuring relationships with clients are developed and nurtured by the Client Services Representatives. The position is responsible for developing strategic initiatives needed to build customer relationships that are broad and deep within a client organization, to ensure long-term customer loyalty. In addition, the position will be responsible for building long term strategic initiatives to build and enhance the CSR teams' growth and development to further enhance our service model and delivery.
Essential Job Functions
• Partnering with peers in the Administrative Services, Participant Call Center, and Relationship Management teams to ensure a common service delivery is critical. Reaching out across functional lines to build consensus and ensure all processes and service metrics benefit the client.
• Management of Client Services: the incumbent is accountable for successful delivery of all client relationship management of clients assigned to the team. Retaining assets at Ameritas by developing and implementing retention strategies is key, measured with persistency numbers. In addition, setting and obtaining key metrics and ensuring clients are serviced properly.
• Client Management duties referenced in above two key accountabilities includes developing and nurturing a positive relationship with key decision makers, recognizing potential problem areas within the relationship and developing sound strategies for resolving issues and building customer loyalty.
• The incumbent will be responsible for working with key field members to ensure the Client Services unit is delivering value to their practice, and driving persistency in their client block. This will be achieved by leading strategic discovery with key business partners, and delivering on agreed upon plans.
• Role Development & Growth -- continue building the role as the key "face" of Ameritas Retirement Plans and implementing training and growth opportunities for our staff. Incremental development and growth of our staff to a best in class service model, team, and culture.
• Project Management -- The individual will plan work flows, processes, and controls that will result in accurate, timely, and cost effective service delivery across multiple functional units of work. This requires the individual to work closely with the various service teams in the RP organization, to meet expected service levels.
Requirements
• Bachelor degree preferred in Business or Finance, but will consider proven leadership and management capabilities through work experience.
• In addition, this position requires 10+ years retirement plans administration experience, with emphasis in client relationship management and technical pension knowledge.
• At least five years management experience is needed.
• CEBS designation desired.
• The incumbent must have the ability to deliver results; the ability to motivate and lead others; a strong commitment to customer service; exhibit good teamwork, people skills and a positive image.
• Solid presentation skills needed,
• The ability to develop strong relationships with producers and plan sponsor decision maker is vital.
We are Ameritas: proud to say we're in the business of fulfilling life.