Assurant · 3 hours ago
Lead Account Executive - Financial Services
United States
Full-time
Remote
Senior Level
$104K/yr - $173K/yr
6+ years expAssurant is a leading global business services company that supports, protects, and connects major consumer purchases. The Lead Account Executive in Connected Living Financial Services will manage client relationships, mentor team members, and implement strategic solutions to meet financial goals.
Customer ServiceFinanceFinancial ServicesInformation TechnologyInsurance
Responsibilities
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
Qualification
Required
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
Preferred
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
Company
Assurant
Assurant provides protection products and related services to safeguard companies against risks.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$469.1M2025-08-18Post Ipo Debt· $296M
2023-02-28Post Ipo Debt· $173.1M
2004-02-05IPO
Leadership Team
Keith Demmings
President and Chief Executive Officer
Ricardo Fiuza
President & CEO - Latin America
Recent News
2026-01-19
2026-01-19
Company data provided by crunchbase