Client Account Specialist
About The Position
The Assistant Vice President, Client Account Specialist supports Swiss Re’s US Life & Health Reinsurance division within its Client Management organization. The role partners with Client Managers to support key client relationships, drive sales execution, and help deliver value to clients. It provides exposure to client strategy, cross-functional teamwork, and the reinsurance industry. The position supports client teams with coordination, communications, analytics, sales-funnel tracking, client engagement plans, and the preparation of client and executive materials. It also takes a leading role on projects for select high-activity clients, contributes to prospecting and new business growth, supports client events, and represents client-management needs in user-testing projects. Occasional travel, approximately one to two times per year, is expected for client meetings or industry events. The US Life & Health Market Unit manages and grows Swiss Re’s reinsurance relationships with life and health insurance clients across the United States, delivering solutions, strategic insights, and partnership. The role follows a hybrid work model, with employees expected to work from the office three days each week. The role is not eligible for visa sponsorship, visa transfers, visa extension, or relocation support.
Requirements
- Four-year college degree or equivalent experience.
- Approximately 3–5 years of relevant professional experience, ideally supporting client-facing, sales, account-management, or business-development activities.
- Demonstrated experience working across teams and functions in a complex, matrixed organization.
- Strong PowerPoint skills, including creating polished executive and client-facing presentations and translating information into a clear story.
- Excellent written and verbal communication skills and confidence engaging stakeholders at different levels.
- Strong organizational skills and demonstrated ability to manage multiple priorities, deadlines, and contributors simultaneously.
- Track record of taking ownership, following through, and moving work forward when assignments are not fully defined.
- Strong interpersonal judgment and ability to build productive relationships across different personalities and working styles.
Nice To Haves
- Experience in insurance, reinsurance, or broader financial services.
- Experience supporting sales, client/account management, proposals, or RFP activity.
- Experience with Excel, Power BI, CRM/workflow platforms, or similar business tools.
- Experience using AI tools thoughtfully to research, synthesize information, improve efficiency, or enhance work products.
- Experience working across geographically dispersed or global teams.
Responsibilities
- Support Client Managers in leading cross-functional client teams by coordinating meetings and communications, tracking action items, and bringing profitability, operational, and sales analytics to Client Leadership Team discussions.
- Drive the sales funnel with Client Managers by tracking opportunities and supporting timely follow-up and execution toward business targets.
- Develop and execute Client Engagement and Action Plans, and prepare marketing and client materials with cross-functional teams.
- Prepare internal and external communications for clients, internal stakeholders, and executive management; share knowledge and best practices across client teams, markets, and functional units.
- Coordinate ad hoc client, industry, and market-unit requests, including briefing documents for industry meetings and senior-management engagements.
- Serve as co-pilot for select high-activity clients by managing client projects, entering leads and opportunities in CRM tools, preparing RFP proposals and value-added services packages, and leading Client Leadership Team meetings.
- Participate in Swiss Re’s representative pool for unassigned clients and prospects by researching assigned companies, prospecting for opportunities, and contributing to new business growth.
- Support Swiss Re client events through planning, coordination, preparation, and on-the-ground execution.
- Represent the Client Management perspective on user-testing projects and ensure client-facing considerations are reflected in product and process development.
- Travel occasionally, approximately one to two times per year, for client meetings or industry events.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
