Strategic Accounts Manager

We are seeking a Strategic Accounts Manager to oversee and optimize our growing client base. This is an operational and relationship-driven role designed for someone who excels at managing high-value portfolios and identifying long-term growth opportunities.

You will be the lead architect for our clients' financial futures, ensuring their portfolios are robust, their claims are seamless, and their long-term objectives are being met through proactive management.

Your Responsibilities

• Portfolio Optimization: Review existing accounts to identify gaps in protection or opportunities for wealth expansion.
• Account Retention: Act as the primary point of contact for high-level client check-ins and relationship maintenance.
• Operational Leadership: Oversee the end-to-end administrative lifecycle, from complex claims processing to payment coordination.
• Strategic Growth: Use Canva and Excel to build data-driven presentations that help client...