Job description
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
In this position, you will own the customer facing aspects of Client Wealth Building Programs. You will be responsible for providing excellent service and complementing the Field Sales team, allowing them to focus on acquisition. You will need to demonstrate a deep knowledge of wealth development accounting, excellent problem-solving skills, follow-up, and the ability to deliver solutions. You will be responsible for developing long-term professional relationships with highly affluent APD clients, their C Level executives, distribution partners and internal teammates.
Responsibilities
- Execution of Shareholder Financial Reviews associated with Client Wealth Building Programs as identified as a key pillar towards APDs overall strategy of how we win in the markets we serve.
- Research and analyze data to provide recommendations to maximize Client Wealth Building Program performance.
- oIncludes items that require follow up after the meeting (example proformas/analysis such as recaptures, additional product sales, rate adjustments, detailed loss data, etc.)
- Support the Distribution team in efforts to insulate risk & increase sales by creating, delivering, following-up & execution of SFR recommendations.
- Support the Distribution Team and clients through extensive knowledge of cession & financial statements, actuarial analytics, loss trends, rate action impacts, etc.
- Build to precise specifications and possess an all-encompassing in-depth knowledge of Client Wealth Building Program proformas and have the ability to participate in the sales presentation and lead technical reviews with CFOs, CPAs, etc.
- Expertise in all aspects of the various Client Wealth Building Programs (Retro, CFC, NCFC, DOWC Re, DOWC, etc.).
- General understanding of core tenets within the client facing agreements and the ability to explain them and support sales in managing the customer experience.
- Form relationships and work directly with 3rd party vendors as necessary.
- Other projects as identified by Protective.
Knowledge, Skills, Attributes
- Exceptional verbal and written communication and follow-up skills.
- Ability to build rapport and collaborate with others both internally and externally.
- Ability to professionally and efficiently handle client requests, inquiries, and complaints.
- Understanding of consumer behaviors and industry trends across all channels.
- Comfortable making difficult decisions and acting on opportunities that create value for the clients & company.
- Experience using Microsoft Office applications.
- Self-motivated and results-orient with the ability to work independently with minimal guidance.
Qualifications/Education
- Bachelor’s degree in business, accounting, or related field preferred.
- Some travel required.
- 3+ years’ experience supporting client participation programs.
- General accounting background with ability to read & understand financial statements, balance sheets, ledgers, etc.
Protective’s targeted salary range for this position is $75,000 to $162,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.
Employee Benefits:
We aim to protect our employees’ wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Diversity and Inclusion:
At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.
We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace all skills and abilities. Our aim is to create an equitable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected] information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
