Client Relationship Manager

Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning for high net worth individuals/families, and executive benefit plans for firms who desire to attract and retain top talent in highly compensated and competitive industries.

CFG is a division of Gallagher Benefits Services, a subsidiary of Arthur J. Gallagher (NYSE: AJG). CFG is a member firm of M Financial. Securities offered through M Holdings Securities, Inc. a registered Broker Dealer, Member FINRA/SIPC.

About the role:

This role will support our Executive Benefits business – both servicing our top clients as well as participating in the new business and NQ Plan enrollment process.

This is a critical role to maintaining relationships with our largest clients.  It is responsible for a wide range of tasks including administrative policy servicing, executing investment trades, and managing the new business process for existing and new plans.

Responsibilities: 

• In-force policy and plan servicing.
• Participate in enrollments for COLI and Voluntary type plans
• Running in-force and other policy illustrations
• Premium tracking, invoicing, and allocating
• Completing forms for general administrative requests: address change, owner and beneficiary change
• Managing client and advisor requests
• Data collection:  Pulling policy values, creating policy summaries, performance reporting.
• Manages service deliverable's and sets follows ups when onboarding new clients
• Working directly with our advisors to provide a best in class experience for our clients.
• Gains working knowledge of various investment managers available to plan participants and policy holders in PPLI.
• Communicating directly with clients and their advisors
• Assist on other projects as needed

Job Qualifications

• 3+ years of experience within the life insurance industry preferred
• Client service and new business experience preferred
• Plan Administration experience a plus
• Experience with multi-life plans or non-qualified plans a plus
• Bachelors degree
• Life insurance license required
• Series 6/7 and 63 preferred.  Will sponsor employee to obtain
• A strong client service mindset
• Working knowledge of Microsoft Windows applications and MS Office
• Excellent verbal and written communication skills
• Critical thinking and good judgment to quickly determine and prioritize key issues

Gallagher offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

Please email Brian Deane, Area President, [email protected] if you are interested in learning more or applying to this opportunity.