Client Relationship Manager (Dallas, TX Onsite)

M Financial Group•Dallas, TX

23h•Onsite

About The Position

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals’ expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M’s solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support. We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you’re looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Client Relationship Manager to join our team. This position is responsible for managing client relationships and overseeing the administration of a wide variety of nonqualified benefit plans and related financing programs for corporate and bank clients.

Requirements

Bachelor’s Degree required (JD, CPA, or MBA is preferred)
5 years’ of experience in client relationship management or comparable role with quantifiable success at building profitable, long-term client relationships
Working knowledge of benefit and life insurance issues, concepts and analyses.
Working knowledge of accounting principles related to insurance and nonqualified benefits and their impact on a client’s balance sheet.
Demonstrated ability to proactively manage conflicting priorities under pressure.
Ability to work effectively independently and as a member of a team.
Ability to establish and maintain effective working relationships with M Team members, Member Firm personnel, Joint Venture Partners, Carrier staff and vendors.
Excellent professional business communication skills, oral and written.
Well-developed computer skills, including use of MS Word, Excel, and Outlook.

Nice To Haves

JD, CPA, or MBA is preferred

Responsibilities

Consult with clients and advisors on benefit and insurance-related administrative issues
Learn to consult with clients and advisors on more technical topics, such as plan design, financing strategies, and tailoring benefit programs to meet client objectives
Understand the drivers behind plan features selected by clients and gauge their success at achieving client’s intentions
Learn to anticipate how regulatory, tax, and accounting changes will affect clients and raise areas of concern
Draft benefits-focused reports, such as deferral plan report cards, that include explanations of plan history, success metrics, concerns, current status, and recommendations and, where possible, invite staff to listen in on or attend resulting presentations
Conduct plan enrollment presentations (webinars and in person)
Develop and enhance client-specific and standardized communications, reports, etc.
Deliver fee invoices and negotiate fee adjustments with clients
Access and coordinate with external resources and experts (carriers, tax, legal, accounting) to precisely define issues and develop solutions
Identify opportunities and facilitate initiatives that enhance processes, methods, understanding of important concepts, etc.
Support marketing efforts by contributing to RFI responses, participating in finalist presentations, and contributing to white papers or other marketing materials
Weave coaching and mentoring into daily interactions with staff members
Exemplify a positive attitude and willingness to participate in initiatives that promote teamwork
Development of presentation skills including in public settings
Seek opportunities to cultivate public speaking