Trains, mentors and oversees performance management for a department or small unit, coordinates workload of team members and ensures team is appropriately staffed to meet client needs.
May have financial responsibility for the department or small unit.
developing solutions articulating impact of options; leveraging prepared analytics and making recommendations to client across product lines.
Monitors the retention of business and generates new business.
Helps establish the growth and retention strategy for account team and monitors implementation.
Ensures the success of relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.
Serves as a client contact and responds to more complex client needs and questions to improve the client experience.
Serves as a thought leader within the organization and complies with all compliance, professional and transparency standards to better serve clients.