AVP, Client Strategy & Relationship Lead

Swiss Re; Fort Wayne (IN); Hybrid; USD 76,000 - 114,000; Full time

Job summary

Swiss Re's US Life & Health Reinsurance division seeks an Assistant Vice President, Client Account Specialist to support Client Managers, drive sales execution, and enable the team to deliver exceptional value to clients. You will coordinate cross-functional client teams, develop engagement plans, prepare marketing materials, and lead CLT discussions with profitability, operations, and analytics insights.

The role offers exposure to client strategy across the US market, with occasional travel

Qualifications

• Four-year college degree or equivalent experience.
• Experience supporting client-facing, sales or account management activities is ideal.
• Ability to translate data into actionable client insights.

Responsibilities

• Support Client Managers in leading cross-functional client teams and tracking actions.
• Drive the sales funnel with opportunities tracking and timely follow-up.
• Develop and execute Client Engagement and Action Plans with marketing materials.
• Prepare client and internal communications and lead CLT meetings.
• Coordinate ad hoc client and market-unit requests.
• Assist with RFP proposals and value-added services packages.
• Support client events and knowledge sharing across teams.

Skills

PowerPoint

Written Communication

Verbal Communication

Organization

Stakeholder Management

Ownership

Cross-functional Collaboration

Education

Bachelors degree or equivalent

Tools

Excel

Power BI

CRM/Workflow Platforms

Job description

Swiss Re's US Life & Health Reinsurance division seeks an Assistant Vice President, Client Account Specialist to support Client Managers, drive sales execution, and enable the team to deliver exceptional value to clients. You will coordinate cross-functional client teams, develop engagement plans, prepare marketing materials, and lead CLT discussions with profitability, operations, and analytics insights.

The role offers exposure to client strategy across the US market, with occasional travel