Associate Relationship Manager

Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

 

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

 

 

Job Summary

Market GuideStone retirement & insurance products to assigned SBC and Expanded Ministry clients to ensure the retention and expansion of assigned GuideStone business.  Manage an assigned book of clients through strategic interaction with each assigned GuideStone client to include new product place opportunities renewal strategies, educational opportunities, and proactive service within the groups.

 

What You'll Do

• Manage and retain an assigned book of customers by developing a strategic marketing plan. The marketing plan will include new product placement opportunities, timelines for scheduled meetings (by phone) with prepared meeting agenda, educational opportunities, and proactive service within the groups, as well as renewal tactics.

• Meet annual retention, expansion, and service goals as developed and stated by management by effectively meeting your customer needs, building relationships, and selling renewals.

• Market additional GuideStone retirement and/or insurance products to assigned book of business to meet expansion and growth stated goals.

• Develop and present solutions to increase customer satisfaction and group retention. 

• Maintain complete and updated information on clients including decision making contacts, products and statistical data as required in reporting.

• Articulate a complete understanding and knowledge of GuideStone benefits, products, and procedures to internal and external customers, making effective presentations to existing and new customers including explanation of rating development and claims activity, resulting in increased customer satisfaction.

• Adhere to GuideStone policy and procedure relative to underwriting, operations and compliance when working with customers.

• Serve as primary GuideStone insurance representative and public relations liaison to your assigned accounts and when representing GuideStone at SBC and expanded ministries agencies, institutions, conventions, associations, churches, ministers, church employees, seminaries, and seminary students.

• Represent GuideStone at conventions, conferences, and seminars where our presence would result in new prospect opportunities or increased penetration and exposure to current customers.

• Assist Retirement Services, New Business Development, and Property and Casualty by promoting GuideStone plans and products and providing feedback in client’s interest.

• Assist in department activities as needed.

 

What You'll Need

• Bachelor’s degree or equivalent work experience.

• Texas Insurance license, required

• CEBS, preferred

• ACA knowledge

• Proficient PC skills in MS Office and appropriate GuideStone system applications.

• Southern Baptist Church membership preferred

• One to two years related sales experience or account management.  

• Employee Benefit Administration or Insurance background a plus.

• Strong organizational skills and the ability to establish priorities

• Demonstrate a strong work ethic to support department objectives with enthusiasm.

• Strong public speaking/presentation skills and written communication skills.

• Strong interpersonal skills with both internal and external customers.

• Total dedication to customer excellence in service.

• Dedication to professional industry development; working toward Insurance License is encouraged.

• General knowledge of retirement products and services.

• Must have complete confidentiality regarding GuideStone business matters.

• A working knowledge of SBC polity, philosophy, and history.

 

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