The Reinsurance Client Program Advisor will manage client interactions, execute financial reviews, analyze data for program performance, and build relationships with high-end clients and partners.
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
In this position, you will own the customer facing aspects of Client Wealth Building Programs. You will be responsible for providing excellent service and complementing the Field Sales team, allowing them to focus on acquisition. You will need to demonstrate a deep knowledge of wealth development accounting, excellent problem-solving skills, follow-up, and the ability to deliver solutions. You will be responsible for developing long-term professional relationships with highly affluent APD clients, their C Level executives, distribution partners and internal teammates.
Responsibilities
- Execution of Shareholder Financial Reviews associated with Client Wealth Building Programs as identified as a key pillar towards APDs overall strategy of how we win in the markets we serve.
- Research and analyze data to provide recommendations to maximize Client Wealth Building Program performance.
- oIncludes items that require follow up after the meeting (example proformas/analysis such as recaptures, additional product sales, rate adjustments, detailed loss data, etc.)
- Support the Distribution team in efforts to insulate risk & increase sales by creating, delivering, following-up & execution of SFR recommendations.
- Support the Distribution Team and clients through extensive knowledge of cession & financial statements, actuarial analytics, loss trends, rate action impacts, etc.
- Build to precise specifications and possess an all-encompassing in-depth knowledge of Client Wealth Building Program proformas and have the ability to participate in the sales presentation and lead technical reviews with CFOs, CPAs, etc.
- Expertise in all aspects of the various Client Wealth Building Programs (Retro, CFC, NCFC, DOWC Re, DOWC, etc.).
- General understanding of core tenets within the client facing agreements and the ability to explain them and support sales in managing the customer experience.
- Form relationships and work directly with 3rd party vendors as necessary.
- Other projects as identified by Protective.
- Knowledge, Skills, Attributes
- Exceptional verbal and written communication and follow-up skills.
- Ability to build rapport and collaborate with others both internally and externally.
- Ability to professionally and efficiently handle client requests, inquiries, and complaints.
- Understanding of consumer behaviors and industry trends across all channels.
- Comfortable making difficult decisions and acting on opportunities that create value for the clients & company.
- Experience using Microsoft Office applications.
- Self-motivated and results-orient with the ability to work independently with minimal guidance.
#LI-VD1
Qualifications/Education
- Bachelor’s degree in business, accounting, or related field preferred.
- Some travel required.
- 3+ years’ experience supporting client participation programs.
- General accounting background with ability to read & understand financial statements, balance sheets, ledgers, etc.
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
Top Skills
MS Office
Similar Jobs
Insurance
The Regional VP will drive annuity sales across Western Michigan, Ohio, and Indiana by building relationships with financial institutions and managing a sales team.
Top Skills:
Annuity DistributionFinancial InstitutionsFinra Series 6Finra Series 63Life And Health InsuranceSales Management
Fintech
The Account Executive will drive new business growth by identifying and engaging potential clients within private markets, qualifying sales opportunities, conducting presentations, maintaining client relationships, and managing the full sales cycle from prospecting to closing deals. CRM management is also a key responsibility.
Insurance
The Regional VP will oversee annuity production by developing relationships with financial institutions and managing a sales team in Northern CA.
Top Skills:
Finra Series 6Finra Series 63Life And Health License
What you need to know about the Singapore Tech Scene
The digital revolution has driven a constant demand for tech professionals across industries like software development, data analytics and cybersecurity. In Singapore, one of the largest cities in Southeast Asia, the demand for tech talent is so high that the government continues to invest millions into programs designed to develop a talent pipeline directly from universities while also scaling efforts in pre-employment training and mid-career upskilling to expand and elevate its workforce.
