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Senior Client Engagement Specialist
2 months ago
Under supervisory guidance, spearheads and implements targeted client experience initiatives to enhance engagement opportunities with clients, both in-person and virtually, at industry conferences, company-hosted events, key client meetings, and other experiential marketing opportunities. In alignment with the regional engagement strategy, oversees and manages multiple initiatives utilizing core platforms, tools, and business intelligence to deliver exceptional client experiences on behalf of the business teams.
Key Responsibilities
- Strategic Development: Collaborates with business and marketing strategies to manage and lead the execution of client engagement initiatives. This includes formulating comprehensive plans that outline strategies to support business objectives, strengthen client relationships, drive revenue growth, and connect sales enablement with thought leadership.
- Innovative Client Experiences: As the regional lead for client engagement initiatives, responsible for enhancing client engagement through unique and innovative experiences. Develops experiential plans for engagement initiatives, directs support teams, and manages resources required for task execution, including timely communications, planning meetings, and clear objective setting. Identifies the most effective internal and external resources for efficient execution.
- Business Alignment: Works closely with business teams to identify target clients for engagement initiatives, aligning with sales enablement plans and client marketing strategies. Manages client communications throughout the engagement process, utilizing effective communication channels such as event platforms and applications.
- Internal Coordination and Reporting: Leads and manages all internal communications and coordination efforts. Guides stakeholders and colleagues through planning, preparation, execution, and follow-up activities. Identifies and communicates ROI efforts through qualitative and quantitative reporting methods.
- Process Improvement: As part of the client experience team, leads and participates in cross-business line engagement planning, creating processes for effective planning and execution throughout the year. Contributes to the evolution of best practices and compiles efficient experiential resources to enhance client experience.
- Relationship Management: Acts as a liaison between the client management services team and business teams. Engages in various business and marketing initiatives while fostering constructive relationships with internal and external clients. Proactively increases knowledge of internal functions related to business development and client activities.
- Market Research: Utilizes various tools and resources to conduct market research and provide client company information to support sales of products and services, including the development of executive summaries and internal research.
- Maintains regular and predictable attendance.
- Performs additional duties as assigned.
- Bachelor's degree in Business, Marketing, Business Administration, Commerce, or a related field.
- 5 years of experience in business development, event strategy, planning, or design.
- 5 years of experience in the financial services sector.
- Intermediate proficiency in Microsoft Office.
- Intermediate understanding of the US life, health insurance, and reinsurance markets.
- Intermediate skills in customer relationship management and change management.
- Intermediate oral and written communication skills, demonstrating the ability to convey knowledge effectively.
- Intermediate analytical and problem-solving skills.
- Ability to manage multiple tasks, clients, and projects simultaneously while balancing priorities and deadlines.
- Ability to work collaboratively within a team environment.
- Ability to manage multiple projects and set relevant goals.
- Ability to liaise with individuals across various operational and functional disciplines.
- Willingness to travel domestically.
- Flexibility, initiative, and accountability are essential.
- Intermediate ability to translate business needs into viable solutions.
- Intermediate negotiation and persuasion skills.
- 5 years' experience in the financial services sector.
- Advanced degree or certification, such as an MBA, FLMI, or CLU.
- Progress towards FLMI, ALHC, or other relevant professional accreditation.
- Basic skills in MS Access, SharePoint, and CRM.
- Advanced analytical and problem-solving abilities.
- Technical understanding of reinsurance.
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Join a community driven by the same purpose: to make financial protection accessible to all. Explore our work culture, diversity, equity and inclusion, career development, benefits, and work-life balance.
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Reinsurance Group of America - Committed to making financial protection accessible to all, offering solutions for every situation, and delivering global insights locally.
The general pay range for this position is $74,150 - $105,295 per year, with variations based on job-related knowledge, skills, experience, and market location. Additionally, the company provides an annual bonus plan and some positions may be eligible for participation in long-term equity incentive plans, along with a comprehensive range of health, retirement, and other employee benefits.
