Reinsurance Client Program Advisor

Summary

Join Protective and contribute to our mission of safeguarding millions. As a Client Wealth Building Programs specialist, you will be the primary customer-facing point of contact, providing exceptional service and support to high-net-worth clients. You will collaborate with the Field Sales team, conduct financial reviews, and analyze data to optimize program performance. This role demands expertise in wealth development accounting, strong problem-solving skills, and the ability to build lasting relationships. You will need to possess in-depth knowledge of various Client Wealth Building Programs and be comfortable working with both internal and external stakeholders. This position offers a competitive salary and a comprehensive benefits package.

Requirements

• Exceptional verbal and written communication and follow-up skills
• Ability to build rapport and collaborate with others internally and externally
• Ability to professionally and efficiently handle client requests, inquiries, and complaints
• Understanding of consumer behaviors and industry trends across all channels
• Comfort in making difficult decisions and acting on opportunities that create value for clients and the company
• Proficiency in Microsoft Office applications
• Self-motivation, results-orientation, and ability to work independently with minimal guidance
• Bachelor’s degree in business, accounting, or a related field (preferred)
• Some travel required
• 3+ years’ experience supporting client participation programs
• General accounting background with the ability to read and understand financial statements, balance sheets, ledgers, etc

Responsibilities

• Execute Shareholder Financial Reviews (SFRs) associated with Client Wealth Building Programs
• Research and analyze data to provide recommendations for maximizing Client Wealth Building Program performance
• Follow up on items requiring further action after meetings (e.g., proformas, analysis, recaptures, additional product sales, rate adjustments, detailed loss data, etc.)
• Support the Distribution team in mitigating risk and boosting sales by creating, delivering, and executing SFR recommendations
• Support the Distribution Team and clients with extensive knowledge of cession & financial statements, actuarial analytics, loss trends, and rate action impacts
• Build and maintain precise, in-depth knowledge of Client Wealth Building Program proformas; participate in sales presentations and lead technical reviews with CFOs, CPAs, etc
• Develop expertise in all aspects of various Client Wealth Building Programs (Retro, CFC, NCFC, DOWC Re, DOWC, etc.)
• Demonstrate a general understanding of core tenets within client-facing agreements; explain them and support sales in managing customer experience
• Form relationships and work directly with 3rd party vendors as needed
• Complete other projects as assigned by Protective

Benefits

• Health, dental, and vision insurance
• Mental health benefits and an employee assistance program
• Paid time off, paid parental leave, short-term disability, and a cultural observance day
• Contributions to healthcare accounts
• Pension plan
• 401(k) plan with company matching
• ProHealth Rewards platform to improve wellbeing and earn cash rewards