Insurance Client Service Advisor & Relationship Lead

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

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.