Key Responsibilities:

• Manage and nurture relationships with key clients, providing personalized financial advice and services.

• Develop and implement investment strategies that align with clients’ insurance portfolios and financial goals.

• Act as the main point of contact for clients, handling inquiries, and ensuring timely follow-ups.

• Collaborate with internal teams to develop insurance-based financial products and solutions.

• Stay up-to-date on industry trends, regulations, and best practices to provide clients with informed advice.

• Identify opportunities for upselling and cross-selling within existing accounts.

Qualifications

• Bachelor’s degree in finance, insurance, business, or a related field.

• 3+ years of experience in account management, preferably in an insurance firm.

• Strong knowledge of insurance products and how they intersect with investment strategies.

• Proven track record of building and maintaining client relationships.

• Excellent communication, negotiation, and problem-solving skills.

• Ability to analyze complex financial data and present solutions in a clear, concise manner.