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This role is responsible for building and maintaining the relationship with the client and serve as the main point of contact for all questions and concerns. This role identifies client issues, solutions and may lead resolution working with other operational areas. This role is also responsible for supporting assigned employers and institutional clients utilizing Inspira Workplace Savings (WPS) and Emergency Saving Funds (ESF) products while ensuring the highest quality of service. The primary responsibility of this role is to work directly with assigned contacts to develop and maintain positive relationships through telephone and email communication. The incumbent is also responsible for interacting with all necessary internal departments to on-board new relationships, answer inquiries related to assigned accounts and address client requests This position is instrumental in growing and maintaining Institutional client relationships for Inspira.
• Serve as a dedicated point of contact for assigned employers and institutional clients utilizing the WPS/ESF products
• Build and maintain relationships with the clients
• Process system setup, updates, and configuration for clients
• Coordinate, lead, and execute client plan renewal and open enrollment
• Ensure successful retention of assigned clients, inclusive of all events within the AMs control by responding timely and providing excellent service.
• Achieving revenue, growth, and renewal goals
• Manage incoming and outgoing communications including phone queues and emails
• Handle all resolution cases from across the firm for the assigned client base
• Share information gathered from conversations with clients to provide insight into relationships and help drive future product enhancements
• Collaborate with team members and functional support areas on more complex product or service issues.
• Build relationships with internal teams.
• Work cross-functionally with various departments within the business to maximize service
• Other duties as assigned.
• Strong organization skills with a drive to meet deadlines
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Ability to prioritize numerous tasks
• Experience with Salesforce CRM preferred
• Strong relationship and communication skills
• Experience in retirement plan industry and knowledge of IRAs
• Knowledge of investment vehicles, as well as savings and retirement planning tools
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