Regional Relationship Manager
Join our dynamic Prudential Group Insurance team as a Regional Relationship Manager. The ideal candidate will lead a team of Account Managers who strategically consult with small market-sized employers ranging from 100-499 employees. This role is focused on customer retention, add issue generation and achievement of our financial and service goals for the U500 segment in client management.
Key Responsibilities :
Accountable for the execution of the Premier segment relationship management strategy within their assigned region supporting customers with less than 500 lives and varying complexities.
Attract, retain, and develop top Account Manager talent, offering direct coaching and overseeing account management activities for customers with 100-499 employees.
Collaborate with the Regional Vice President and Regional Account Director to achieve or surpass annual financial objectives for persistency, profitability, and revenue growth.
Foster strong relationships with internal business partners, sales executives, brokers, customers, and third-party administrators to ensure high-quality service, customer satisfaction, persistency, and profitability.
Support Premier Account Managers with daily customer and producer engagements, assist with escalations, and participate in annual business planning and reviews to understand regional dynamics, books of business, and producer / customer relationships.
Active participation and engagement in regional summit, strategic projects, and initiatives.
Qualifications :
Proven leadership experience in account management, preferably within the financial or insurance sector.
Knowledge and understanding of pricing and general underwriting concepts
Excellent verbal, written communication, and presentation skills
Outstanding skills in building relationships and effective communication and coaching skills.
Ability to collaborate across various teams and departments to achieve common goals.
Active Group Life and Health Insurance license or obtained within 30 days of hire.
Manage a small portfolio of clients on a direct basis (ten or less)
Minimum of 25% travel required
Relationship Manager • Walnut Creek, CA, US