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- Tasks: Manage client relationships and ensure top-notch service in financial portfolios.
- Company: Join Newport, a leader in retirement plans and insurance solutions.
- Benefits: Competitive salary, remote work options, and professional growth opportunities.
- Other info: Fast-paced environment with a focus on teamwork and integrity.
- Why this job: Make a real difference in clients' financial futures while developing your career.
- Qualifications: 8+ years in finance or insurance, strong communication skills, and a degree.
The predicted salary is between 60000 - 80000 £ per year.
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.
The BOLI Relationship Manager is responsible for managing relationships for financial institution clients and the insurance portfolios the company administers. This role will ensure client requests are fulfilled accurately and efficiently and that proactive solutions are presented to the client. The Relationship Manager collaborates closely with reporting teams, application technology, consulting teams, and external advisors.
Responsibilities:- Nurtures long-standing relationships with clients by delivering high quality and responsive service that exceeds expectations.
- Maintains regular and frequent communication with clients and advisors.
- Coordinates client meetings and discussions; virtual and in person.
- Assists as needed with technical client issues and projects.
- Leads efforts to onboard new clients and coordinate internally when presented with this opportunity.
- Collaborates with and openly communicates client and product updates and information with colleagues.
- Serves as the client and product resource and leads the service team in all reporting and service needs.
- Identifies cross-selling opportunities to support business development within the company.
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
At Ascensus, we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritise an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day basis.
Experience, Skills, Knowledge Requirements:- Works under pressure in a very fast-paced, demanding work environment.
- Familiar with insurance concepts, practices and procedures.
- Ability to mentor and lead others.
- A minimum of 8 years’ experience working within the insurance, banking, or financial services industries.
- Insurance license (or ability to obtain within 3 months of hire).
- Series 6 and 63 licenses (or ability to obtain within 6 months of hire).
- Bachelor’s degree from an accredited university or college.
- Strong MS Office skills to include Outlook, Excel, Word and PowerPoint.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace 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 utilising 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 centre 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.
We are proud to be an Equal Opportunity Employer.
Locations
Relationship Manager (BOLI) in Newport, Wales employer: Ascensus
Contact Detail:
Ascensus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager (BOLI) in Newport, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for interviews by researching Newport and its values. Understand their approach to client relationships and think of examples from your experience that align with their core values. This will show you’re not just a fit for the role, but also for the company culture.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on how you’ve nurtured client relationships and handled challenges in past roles—this is key for a Relationship Manager.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Newport team.
We think you need these skills to ace Relationship Manager (BOLI) in Newport, Wales
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Relationship Manager role. Highlight your experience in managing client relationships and any relevant insurance or financial services background. We want to see how you can bring value to our team!
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it's crucial to demonstrate your communication prowess. Use clear and concise language in your application, and maybe share examples of how you've successfully communicated with clients in the past.
Highlight Problem-Solving Abilities: We love proactive problem solvers! In your application, mention specific instances where you've identified issues and implemented solutions for clients. This will show us that you're ready to tackle challenges head-on.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at Newport.
How to prepare for a job interview at Ascensus
✨Know Your Stuff
Make sure you brush up on insurance concepts and practices before the interview. Understanding the specifics of BOLI and how it fits into financial services will show that you're serious about the role and can hit the ground running.
✨Showcase Your Relationship Skills
Since this role is all about managing client relationships, be ready to share examples of how you've nurtured long-standing relationships in the past. Highlight your communication skills and any proactive solutions you've provided to clients.
✨Prepare for Technical Questions
Expect some technical questions related to client issues and projects. Brush up on common challenges faced in the industry and think about how you would approach solving them. This will demonstrate your problem-solving abilities and readiness to assist clients.
✨Emphasise Team Collaboration
This position requires working closely with various teams. Be prepared to discuss your experience collaborating with others, whether it's coordinating meetings or sharing updates. Show that you value teamwork and can effectively communicate across departments.