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Client Experience Manager

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LSI Life & Savings Insurance
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AXA US

The Client Experience Manager should be highly competent at service and plan design. Able to research and resolve standard issues. Considered a recognized technical resource whose knowledge encompasses a broad range of products and procedures. Independently resolves complex and sensitive casework. Responsible for increasing plan participation, contribution rates and asset transfers. Also responsible for promoting plan awareness and building client satisfaction for newly sold clients and existing clients. 


The Client Experience Manager should have a solid understanding and application of administering qualified and non-qualified plans specific to the Association business. Experience offering full service and investment-only administration required by client, involving record-keeping services, explanation of plans, trusts and investments and retirement benefit counseling.


Must demonstrate excellent customer service skills when dealing with client – tact, diplomacy, and courtesy. Written communication must reflect professionalism, understanding of plan, investments and services offered. Both written and verbal communication must clearly present complex information to the client so that it is easily understood. This applies when explaining the plan, the investments, the prospectus, our administrative procedures and services provided under the program.

QUALIFICATIONS:

  • FINRA Series 6 and 63 licenses along with NYS Life License are required or must be obtained within 90 days of hire.
  • Strong knowledge of product features and transaction processing.
  • Ability to handle all calls with tact and poise while conveying a sense of understanding and urgency. 
  • Ability to answer routine inquiries and requests and with experience, to research and answer more complex issues. 
  • May mentor junior level associates. 
  • Strong interpersonal decision making and problem-solving skills.
  • Responsible for proactively conserving assets primarily through inbound and outbound call out programs.


ABOUT AXA:
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.

As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.

We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
NOTE: AXA participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.


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