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Threadneedle group

Client Engagement Manager

Threadneedle group, Minneapolis, Minnesota, United States, 55400


The client engagement manager will work with clients through the RiverSource distribution channels, ensuring clients are fully educated on their current product and product benefits, features, and considerations that may be unique to their current RiverSource contract.Key ResponsibilitiesTake inbound/outbound calls from clients requesting to cash surrender their annuity, life insurance, and/or disability contract.Review information from multiple sources/systems to fully understand the client's current contract features, as well as contract features of third party providers.Educate the client on the impacts of surrendering their RiverSource contracts, including surrender fees and product benefits and features that may be unique to their current product.Educate clients on product features of the RiverSource product and any relevant information on third party products.Work with other areas of the organization, including claims, to ensure that the clients are provided an excellent level of service through the transaction to move or retain their accounts.Required QualificationsHigh School or equivalentSeries 6Life Insurance license or ability to obtain within 90 days of hire3 - 5 years relevant experience1 - 3 years direct sales experience (preferably by phone)Proven customer service abilityExcellent time management skillsFull-Time/Part-Time : Full timeExempt/Non-Exempt : ExemptJob Family Group : Client ServiceLine of Business : RSA Annuities

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