- about the team.You will join a collaborative, client-focused relationship management team working closely with internal consultants, the Policy Administration Team, and external private bankers. The team operates in a high-touch, service-driven environment dedicated to maintaining strong institutional partnerships and exceptional client retention.about the job.Client Policy Annual Reviews: Arrange and conduct comprehensive Customer Policy Annual Reviews, fabout the team.You will join a collaborative, client-focused relationship management team working closely with internal consultants, the Policy Administration Team, and external private bankers. The team operates in a high-touch, service-driven environment dedicated to maintaining strong institutional partnerships and exceptional client retention.about the job.Client Policy Annual Reviews: Arrange and conduct comprehensive Customer Policy Annual Reviews, f
- Key Responsibilities:Proactively identify and target corporate clients across diverse industries through cold calling, professional networking, and strategic outreach.Connect directly with Corporate HR Leaders, Compensation & Benefits (C&B) Managers, and C-Suite Executives to pitch value proposition.Pitch, secure, and lead high-level introductory meetings to uncover client needs and operational pain points.Perform in-depth data analysis on corporate medicaKey Responsibilities:Proactively identify and target corporate clients across diverse industries through cold calling, professional networking, and strategic outreach.Connect directly with Corporate HR Leaders, Compensation & Benefits (C&B) Managers, and C-Suite Executives to pitch value proposition.Pitch, secure, and lead high-level introductory meetings to uncover client needs and operational pain points.Perform in-depth data analysis on corporate medica
