Lead Account Executive - Financial Services

As the Lead Account Executive in Connected Living Financial Services, you will be responsible for managing assigned client relationships. This role will align with management, Operational Leaders, support teams and clients to assist with identifying areas of opportunity for improvement in job functions, processes, and procedures; and formulate action plans to coordinate the resources and requirements necessary to manage implementation of the plans to completion and meet financial goals.

The Lead Account Executive is responsible for mentoring and leading new and existing assigned Account Executive team members to develop business knowledge and skill sets and improve job performance.

You will lead by example by building and maintaining positive relationships, motivating, and fostering a cohesive, creative, and positive work environment with clients, counterparts, internal support teams, and management for the achievement of optimal work performance and communication.

What will be my duties and responsibilities in this job? 

• Develop and maintain positive relationships with key contacts within client organizations at various levels.
• Provide accurate and timely responses to clients.
• Manage contracted services to ensure service levels and client expectations are achieved. 
• Support introducing and implementing opportunities that advance strategic solutions within the client.
• Report quality issues upward for transparency and follow-through on resolution.
• Communicate and meet regularly with senior representatives of client organizations.
• Manage and oversee new client installations with minimal assistance by coordinating with implementations teams and completing tasks associated with installation planning and execution.
• Partner with Operations and implementation teams to oversee execution new client installs and strategic priorities.
• Identify, present and (when agreement is obtained) manage implementation of new business opportunities and/or program enhancements for revenue growth and retention.
• Implement program enhancements that reduce expenses for Assurant.
• Research and resolve typically moderate to complex problems, collaborating with operational business teams.
• Regularly monitors overall Operational SLA’s and works with operation teams to maintain contractual SLA performance.
• Work directly with operations to prepare action plans, including root cause, suggested resolution, and remediation plan when client concerns arise.  Plans should be comprehensive and communicated clearly to the client.
• Provide timely and relevant feedback regarding operational performance and ensure clear and understood communication.
• Demonstrate a clear understanding of financial arrangements.
• Regularly monitors key business metrics and revenue goals to ensure they are being met and provide narratives to management.
• Prepare and conduct Business Reviews by coordinating, creating, and verifying all documentation and all other participation and logistical arrangements.
• Develop recommendations based on program performance through financial analysis, reports any problem areas and provides solutions and alternative recommendations to Client and/or Assurant.
• Advocate and manage change requirements for clients as specified by Assurant and the various supporting functional teams to comply with all business guidelines and state compliance and governed statutes.
• Ensure the quality of business arrangement data from sales through the set-up process and ongoing changes to ensure the agreed-to business arrangement remains intact.
• Ensure client and regulatory audits are completed as needed through working with the appropriate parties internally. Field questions from client’s compliance and legal, ensuring the accuracy of responses. Understand and communicate recommended practices as appropriate.

What are the requirements needed for this position? 

• Bachelor’s degree in business administration or related field preferred, or equivalent work experience. 
• A minimum of 6 years of client facing account management within the Financial Services or Credit Card industry.
• Proven experience partnering with clients strategically and innovatively, and the ability to adapt to shifting priorities, align activities, and work on multiple projects simultaneously. 

What other skills/experience would be helpful to have? 

• Work effectively with a wide variety of company functions and individuals.
• Perform work responsibilities in a timely manner and in a fast-paced, high volume, office work environment.
• Possess excellent written and verbal communication skills.
• Prior experience managing and coordinating large groups to drive results.
• Experiences maintaining confidentiality when required to ensure access to and use of specific company and employee information is limited as required by Assurant management.

How much should I expect to travel? 

• Up to 30% annual travel.

#LI-remote

#AsurantProudKB

Pay Range:

Any posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.

If there is no posting end date listed then this is a pipeline requisition, and we will continue to collect applications on an ongoing basis.

Helping People Thrive in a Connected World
Connect with us. Bring us your best work and your brightest ideas. And we’ll bring you a place where you can thrive. Learn more at jobs.assurant.com.

For U.S. benefit information, visit myassurantbenefits.com. For benefit information outside the U.S., please speak with your recruiter.

What’s the culture like at Assurant?
Our unique culture is a big reason why talented people choose Assurant. Named a Best/Great Place to Work in 15 countries and awarded the Fortune America’s Most Innovative Companies recognition, we bring together top talent around the world. Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant. A passion for service. An ability to innovate in practical ways. And a willingness to take chances. We call our culture The Assurant Way.

Company Overview
Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products.

Equal Opportunity Statement
Assurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law in employment decisions.

Job Scam Alert
Please be aware that during Assurant's application process, we will never ask for personal information such as your Social Security number, bank account details, or passwords. Learn more about what to look out for and how to report a scam here.