Client Relationship Associate

1 month ago


Glastonbury, Connecticut, United States USI Insurance Services Full time
Job Summary:

As a Client Relationship Associate at USI Insurance Services, you will provide administrative, operational, and client relationship support to the Relationship Management team. This role involves following department procedures to perform tasks, providing internal assistance to clients, and escalating clients' needs, concerns, and ideas to assigned Client Relationship Managers.

Key Responsibilities:

• Process fund changes and prepare amendments to services agreements.

• Complete provider set-up paperwork and prepare client reports, presentations, and agendas.

• Participate in client calls, document project-related tasks, and monitor the completion of meeting follow-ups.

• Ensure investment review reports and other deliverables have been completed, and prepare fee calculations and benchmarking reports.

• Monitor and update tasks and data in the customer relationship management (CRM) database, identifying inefficiencies in processes or assigned tasks and recommending solutions.

Requirements:

• 0-2 years of experience in a related field.

• Bachelor's degree in math or business preferred, or equivalent work experience.

• Self-motivated and detail-oriented, with strong verbal and written communication and customer service skills.

• Ability to work in a team environment, eager to learn new concepts, and adapt to new or changing circumstances.

• Open to feedback and coaching, with a desire to learn about the operation, design, and regulations governing DC plans.

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