Relationship Manager (BOLI)

Job description

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 develo...