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Client Relationship Manager

2 months ago


Downers Grove, Illinois, United States Principal Financial Group Full time
About This Role

We are seeking a highly skilled Client Relationship Manager to join our team at Principal Financial Group. As a Client Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients, driving business growth, and delivering exceptional customer service.

Key Responsibilities
  • Develop and Execute Strategic Relationship Plans: Partner with our Sales team and Broker partners to deliver upon a strategic relationship plan that includes quarterly/annual goals.
  • Provide Expert Renewal Analysis: Conduct thorough renewal analysis to identify opportunities for growth and develop customized strategies to drive business expansion.
  • Deliver Outstanding Service and Selling of New Lines of Business: Provide exceptional service to clients, identify new business opportunities, and develop and implement strategies to drive sales growth.
Requirements
  • Bachelor's Degree or Equivalent: A bachelor's degree or equivalent in a related field, such as business, finance, or marketing.
  • 4+ Years of Related Experience: A minimum of 4 years of experience in a related field, such as group benefits, account management, or sales.
  • Life and Health Insurance Licenses: Life and health insurance licenses required for all states in which business will be conducted or ability to obtain within 90 days of employment.
  • Excellent Communication and Interpersonal Skills: Excellent persuasion, interpersonal, problem-solving, decision-making, time management, presentation, listening, and oral/written communication skills.
  • Advanced Math Skills: Advanced math skills required with basic skills related to graphs, symbols, equations, etc.
  • Intermediate Computer Skills: Intermediate computer skills and knowledge of business unit applications preferred.
  • Ability to Maintain Confidentiality: Ability to maintain confidentiality is essential.
  • 25% Travel Required: 25% travel required, including overnight stays for face-to-face interaction with customers and brokers.
What We Offer
  • Competitive Salary Range: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.
  • Pension Eligibility: Yes
  • Flexible Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness.