What are the responsibilities and job description for the Relationship Manager position at Ascensus?
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport is independent, experienced, and responsive.
Job Summary: Manages assigned Corporate and Trust Owned Life Insurance client accounts and relationships to include communications, administration, problem identification and resolution, as well as reporting to meet contractual requirements and the client's expectations.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
- Builds on our service reputation and relationships to position Newport as the client's provider of choice for non-qualified plans as well as additional products and services.
- Develops and maintains relationships with plan sponsors and human resources contacts of assigned new and existing client organizations to become the provider for information and resources related to their retirement plans.
- Ensures the management of the life insurance funding strategy; identifies and resolves areas of concern as well as verifies accuracy and completeness of initial documentation and materials provided to clients; resolves related issues.
- Comes up to speed quickly with unfamiliar processes and procedures.
- Desires to thrive in fast-paced environment.
- Builds strong internal relationships and communicates effectively with senior managers.
- Self-starter working in a fast-paced, demanding environment under tight deadlines.
- Focuses on learning in everyday activities and events.
- Collaborates with and openly shares knowledge with colleagues.
- Regular, reliable and punctual attendance.
Management Responsibilites (none)
Required Education, Experience and Certificates, Licenses, Registrations
- Bachelor's degree or combination of education and industry experience.
- 5 years of total experience in Life Insurance Administration l.
- 3-5 years of related relationship management experience with demonstrated relationship building experience.
- Strong systems-based skills.
- Strong presentation skills in front of committees or executive population
- Strong MS Office Skills with an emphasis in Excel, Outlook and PowerPoint.
Preferred (but not required) education or skills for this role are
- Non-qualified or retirement experience a plus.
Competencies
- Builds Collaborative Relationships
- Detail Oriented
- Information Seeker
- Motivated
- Strategic Approach to Relationship Management
- Avid Learner
- Excellent Written and Verbal Skills
- Persuasive
- Resourceful
TRAVEL: 25%.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws
