Questpro · 2 weeks ago
Director - Client Experience, Reporting & Analytics (NQDC)
Boston, MA
Full-time
Hybrid
Lead/Staff
$150K/yr - $200K/yrQuestpro is a growing Life/Annuity and Executive Benefits Insurance brokerage firm seeking experienced candidates to build strong business relationships through exceptional administration and service. The Director of Client Experience, Reporting & Analytics will oversee client deliverables, reporting, and on-boarding processes while maintaining relationships with clients and vendor partners.
FinanceFinancial ServicesInsuranceManagement ConsultingRecruitingRisk ManagementStaffing Agency
Responsibilities
Develop and cultivate existing relationships with assigned clients
Weekly/monthly reporting and review and delivery
Annual review preparation & reporting delivery
Related administrative work for non-qualified benefit plans, Stock plans, etc. - Claims processing for your assigned clients
Supporting policy and benefit plan changes and financial transactions
Facilitating client-initiated and carrier related requests
Liaison for vendor companies like Record Keepers or TPA’s
Maintain client servicing calendar for your assigned clients
Oversee electronic files are in order using SharePoint database
Special Project work
Assist in the prep of materials and analytics to support the sales process
Manage new purchase enrollments
Build and maintain tracking spreadsheet per enrollment
Provide daily enrollment stats to clients
Work directly with carriers on enrollment specific underwriting issues
Work directly with clients on underwriting support and guidance issues
Qualification
Required
Bachelor's degree or equivalent
Strong experience with Relationship Management/Account Management
Experience in Reporting and Analytics
Experience in Vendor Management
Experience in On-boarding and Client Set up
Experience in a client-facing role
Develop and cultivate existing relationships with assigned clients
Weekly/monthly reporting and review and delivery
Annual review preparation & reporting delivery
Related administrative work for non-qualified benefit plans, Stock plans, etc
Claims processing for assigned clients
Supporting policy and benefit plan changes and financial transactions
Facilitating client-initiated and carrier related requests
Liaison for vendor companies like Record Keepers or TPA's
Maintain client servicing calendar for assigned clients
Oversee electronic files are in order using SharePoint database
Special Project work
Assist in the prep of materials and analytics to support the sales process
Manage new purchase enrollments
Build and maintain tracking spreadsheet per enrollment
Provide daily enrollment stats to clients
Work directly with carriers on enrollment specific underwriting issues
Work directly with clients on underwriting support and guidance issues
Preferred
Experience with Executive benefit plans
Experience with Non qualified/Deferred comp plans
Experience with phantom stock plans
Experience with COLI
Experience with Split Dollar
Experience with Bank owned life insurance
Experience with Private placement VUL
Experience working with vendor partners like Record Keeping Companies and TPA's
Benefits
Salary, PTO, work life balance and performance-based bonuses
Comprehensive health, dental, and vision insurance.
Retirement savings plan with company match
Professional development opportunities.
Company
Questpro
Questpro is a financial & insurance & recruiting firm mainly dealing with insurance & staffing and recruiting services & risk management.
Founded in 1996
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Kevin Burch
CEO
Recent News
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