AB Online Jobs (Remote) : USA

Ab; Salem (OR); Remote; USD 23,000 - 32,000; Full time

Job summary

AB in Salem, USA is seeking a Client Service Advisor to partner with customers and internal teams. The role requires a Bachelor's degree and offers an hourly salary of $20.

You will collaborate with Operations, Legal & Compliance to service AB's customers and advance growth within the coverage division. Based in Salem, you will work with senior management to maintain relationships, handle RFPs, and identify opportunities.

Qualifications

• Bachelor's degree required.
• Experience in client service and relationship management preferred.
• Strong collaboration across groups.

Responsibilities

• Oversee daily servicing of the relationship, from account openings to agreements and account protection.
• Lead Advisory Committee sessions with senior leaders of AB & EQH.
• Capture and report all aspects of the relationship, including contact points and customer familiarity with AB.
• Research potential new business opportunities and help build a pipeline.
• Coordinate with sales and income management on client plans and at-risk accounts.

Skills

Client service

Relationship management

Sales

Education

Bachelor's Degree

Job description

Job Responsibilities

• Client Service Advisor
• Salary: $20/Hour
• Company: AB
• Location: Salem, USA
• Educational Requirements: Bachelor's Degree

The client carrier guide (CSA) resides within AB’s coverage division. This function companions with income, the ABIS West CRA group and senior management to services our biggest Insurer, Equitable. To be successful across all factors of the position, the CSA need to collaborate with groups throughout the firm—Operations, Investments, legal & Compliance—and relentlessly become aware of and sell the needs of AB’s customers. The client service marketing consultant reviews immediately to the head of purchaser carrier with a dotted line to the pinnacle of insurance.

This role is based totally in Nashville, TN.

Precise responsibilities will include but aren't constrained to

• Oversee all factors of the every day servicing of this important dating, RFPs, from account openings, partnering prison on agreements and account protection
• Lead Advisory Committee sessions with senior leaders of AB & EQH month-to-month, quarterly, and annually
• Apprehend and report all aspects of the relationship such as all contact points (e.G., reporting, billing, presentations, smartphone calls), issues, and customers’ familiarity with AB
• Set up and hold information of research on capacity new commercial enterprise possibilities and assist in constructing an opportunity pipeline
• Paintings with sales & income management on client plans, business-at-risk or different consumer reviews/data