Relationship Manager (BOLI)

Ascensus•Greensboro, NC

4d•Remote

About The Position

The BOLI Relationship Manager is responsible to manage relationships for financial institution clients and the insurance portfolios the company administers. This role will ensure client requests are fulfilled accurately and efficiently and that proactive solutions are presented to the client. The Relationship Manager collaborates closely with reporting teams, application technology, consulting teams, and external advisors. Section 2: Job Functions, Essential Duties and Responsibilities Nurtures long-standing relationships with clients by delivering high quality and responsive service that exceeds expectations Maintains regular and frequent communication with clients and advisors Coordinates client meetings and discussions; virtual and in person Assists as needed with technical client issues and projects Leads efforts to onboard new clients and coordinate internally when presented with this opportunity Collaborates with and openly communicates client and product updates and information with colleagues Serves as the client and product resource and lead the service team in all reporting and service needs Identifies cross-selling opportunities to support business development within the company Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. At Ascensus, we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Works under pressure in a very fast-paced, demanding work environment Familiar with insurance concepts, practices and procedures Ability to mentor and lead others A minimum of 8 years’ experience working within the insurance, banking, or financial services industries Insurance license (or ability to obtain within 3 months of hire) Series 6 and 63 licenses (or ability to obtain within 6 months of hire) Bachelor’s degree from an accredited university or college Strong MS Office skills to include Outlook, Excel, Word and PowerPoint For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Ascensus helps millions of people save for a better future. What makes any career at Ascensus so rewarding? Collaborative, idea-sharing environment Professional Development with in-house training and tuition reimbursement Generous reward programs Paid time off Medical, dental & vision benefits Health Savings Account with employer contribution up to $1,100 401(k) & 529 college savings match programs Volunteer and charitable-giving programs Business casual dress

Requirements

Works under pressure in a very fast-paced, demanding work environment
Familiar with insurance concepts, practices and procedures
Ability to mentor and lead others
A minimum of 8 years’ experience working within the insurance, banking, or financial services industries
Insurance license (or ability to obtain within 3 months of hire)
Series 6 and 63 licenses (or ability to obtain within 6 months of hire)
Bachelor’s degree from an accredited university or college
Strong MS Office skills to include Outlook, Excel, Word and PowerPoint
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours.
Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use.
If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required.
If you are unsure of your internet speed, please check with your service provider.
Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router.
Please ensure that you are able to meet these expectations before applying.

Responsibilities

Nurtures long-standing relationships with clients by delivering high quality and responsive service that exceeds expectations
Maintains regular and frequent communication with clients and advisors
Coordinates client meetings and discussions; virtual and in person
Assists as needed with technical client issues and projects
Leads efforts to onboard new clients and coordinate internally when presented with this opportunity
Collaborates with and openly communicates client and product updates and information with colleagues
Serves as the client and product resource and lead the service team in all reporting and service needs
Identifies cross-selling opportunities to support business development within the company
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients