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Reinsurance Client Program Advisor (Remote)

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.


In this position, you will own the customer facing aspects of Client Wealth Building Programs. You will be responsible for providing excellent service and complementing the Field Sales team, allowing them to focus on acquisition. You will need to demonstrate a deep knowledge of wealth development accounting, excellent problem-solving skills, follow-up, and the ability to deliver solutions. You will be responsible for developing long-term professional relationships with highly affluent APD clients, their C Level executives, distribution partners and internal teammates. 


Responsibilities
  • Execution of Shareholder Financial Reviews associated with Client Wealth Building Programs as identified as a key pillar towards APDs overall strategy of how we win in the markets we serve. 
  • Research and analyze data to provide recommendations to maximize Client Wealth Building Program performance.
  • oIncludes items that require follow up after the meeting (example proformas/analysis such as recaptures, additional product sales, rate adjustments, detailed loss data, etc.) 
  • Support the Distribution team in efforts to insulate risk & increase sales by creating, delivering, following-up & execution of SFR recommendations.
  • Support the Distribution Team and clients through extensive knowledge of cession & financial statements, actuarial analytics, loss trends, rate action impacts, etc. 
  • Build to precise specifications and possess an all-encompassing in-depth knowledge of Client Wealth Building Program proformas and have the ability to participate in the sales presentation and lead technical reviews with CFOs, CPAs, etc.
  • Expertise in all aspects of the various Client Wealth Building Programs (Retro, CFC, NCFC, DOWC Re, DOWC, etc.). 
  • General understanding of core tenets within the client facing agreements and the ability to explain them and support sales in managing the customer experience.
  • Form relationships and work directly with 3rd party vendors as necessary.
  • Other projects as identified by Protective. 
Knowledge, Skills, Attributes
  • Exceptional verbal and written communication and follow-up skills.
  • Ability to build rapport and collaborate with others both internally and externally.
  • Ability to professionally and efficiently handle client requests, inquiries, and complaints.
  • Understanding of consumer behaviors and industry trends across all channels.
  • Comfortable making difficult decisions and acting on opportunities that create value for the clients & company.
  • Experience using Microsoft Office applications.
  • Self-motivated and results-orient with the ability to work independently with minimal guidance. 


Qualifications/Education
  • Bachelor’s degree in business, accounting, or related field preferred.
  • Some travel required.
  • 3+ years’ experience supporting client participation programs.
  • General accounting background with ability to read & understand financial statements, balance sheets, ledgers, etc.


Protective’s targeted salary range for this position is $75,000 to $162,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.


Employee Benefits:  

We aim to protect our employees' wellbeing through a broad benefits offering. For example, we protect physical wellbeing through health, dental and vision insurance. We protect mental wellbeing through mental health benefits and an employee assistance program. We protect time away from work with a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). We protect financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.  

 

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.


Diversity and Inclusion:

At Protective, we are committed to providing an inclusive culture where all employees are able to fully contribute and thrive. Our goal is to grow and develop our people, attract diverse talent and support strong, diverse communities.


We support diversity, equity, and inclusion by working to develop a culture of inclusion and belonging led by leaders who develop potential and embrace all skills and abilities. Our aim is to create an equitable environment for all leaders and employees that will drive performance and impact business strategy. In this way, we can increase overall diversity for leadership roles and pipelines of talent by maturing our hiring practices, robust development opportunities and focus on retention of key talent.


We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.


Accommodations for Applicants with a Disability:

If you require an accommodation to complete the application and recruitment process due to a disability, please email martina.winston@protective.com.This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.

Average salary estimate

$118500 / YEARLY (est.)
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$75000K
$162000K

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What You Should Know About Reinsurance Client Program Advisor (Remote), Protective

As a Reinsurance Client Program Advisor at Protective, you'll play an integral role in shaping the future of our clients' wealth-building endeavors. This remote position offers a unique opportunity to work from the comfort of your home while making a significant impact on the lives of many. Your mission will revolve around owning the customer-facing aspects of Client Wealth Building Programs. This means you'll be providing exceptional service and support to our Field Sales team, ensuring they can focus on acquiring new clients. With your deep knowledge of wealth development accounting and stellar problem-solving skills, you'll be the go-to person for delivering tailored solutions. You'll build long-term professional relationships with affluent APD clients, their C-Level executives, and distribution partners alike. Your responsibilities include conducting Shareholder Financial Reviews, analyzing data to maximize program performance, and supporting our Distribution team with your expertise in financial statements and actuarial analytics. You will also lead technical reviews with CFOs and CPAs, becoming a trusted advisor in the Client Wealth Building Programs portfolio. If you have a knack for effective communication, a genuine desire to help others, and a solid background in accounting, this might be the perfect opportunity for you to join a forward-thinking company that values your contributions.

Frequently Asked Questions (FAQs) for Reinsurance Client Program Advisor (Remote) Role at Protective
What are the key responsibilities of the Reinsurance Client Program Advisor at Protective?

As a Reinsurance Client Program Advisor at Protective, your key responsibilities will include executing Shareholder Financial Reviews, analyzing data for enhancing Client Wealth Building Program performance, and supporting the Distribution team with your extensive knowledge about financial statements and actuarial analytics. Building and maintaining long-term relationships with clients and providing exceptional service will also be critical aspects of your role.

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What qualifications do I need to become a Reinsurance Client Program Advisor at Protective?

To qualify for the Reinsurance Client Program Advisor position at Protective, you should ideally possess a Bachelor’s degree in business, accounting, or a related field, alongside a general accounting background that allows you to read and interpret financial statements. Additionally, having at least 3 years of experience supporting client participation programs will enhance your chances. Good communication and relationship-building skills are essential as well.

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What skills are necessary for the Reinsurance Client Program Advisor role at Protective?

A successful Reinsurance Client Program Advisor at Protective needs to have exceptional verbal and written communication skills, strong problem-solving abilities, and the capability to analyze financial data. Furthermore, you should feel comfortable making significant decisions based on your analyses, maintaining rapport with varied stakeholders, and providing technical reviews for clients and team members.

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What type of work environment can I expect as a Reinsurance Client Program Advisor at Protective?

The work environment for a Reinsurance Client Program Advisor at Protective is remote, allowing you the flexibility to work from home. This role emphasizes collaboration with internal teams and external stakeholders, thus you can expect open communication and a supportive culture that values inclusivity and professional growth.

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What benefits are offered to Reinsurance Client Program Advisors at Protective?

Protective offers a comprehensive benefits package for Reinsurance Client Program Advisors, including health, dental, and vision insurance, contributions to healthcare accounts, a pension plan, a 401(k) plan with company matching, paid time off, mental health benefits, and continuous wellbeing programs. This is part of Protective's commitment to safeguard the well-being of its employees.

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Common Interview Questions for Reinsurance Client Program Advisor (Remote)
Can you describe your experience in dealing with financial statements and wealth-building programs?

When answering this question, focus on specific instances where you've analyzed financial statements or contributed to wealth-building programs. Highlight your analytical skills, your understanding of the financial implications for clients, and how you can use this knowledge to enhance service delivery.

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How do you handle client inquiries and complaints?

Share examples of your methods for addressing client inquiries or complaints. Discuss your approach to understanding the issue, maintaining professionalism, and your efforts to ensure the client feels heard and valued, reflecting Protective's commitment to exceptional customer service.

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What strategies do you use to build relationships with clients?

Discuss your interpersonal skills and provide examples of how you've effectively built strong client relationships. Emphasize your ability to understand client needs and offer tailored solutions, reinforcing the importance of trust and rapport in this role.

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How would you approach executing a Shareholder Financial Review?

Outline the steps you would take, starting from data collection to analysis and final presentation. Highlight the importance of thoroughness, clarity, and follow-up, which are crucial elements in effective Shareholder Financial Reviews at Protective.

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What is your experience with actuarial analytics?

Be specific about your background with actuarial analytics, explaining any relevant tools or methodologies you've worked with. Discuss how this experience enhances your understanding of trends and rate impacts and supports your effectiveness as a Reinsurance Client Program Advisor.

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Give an example of a difficult decision you made in a past role.

Provide a clear example of a tough decision that you had to make, outlining the context, your thought process, and the outcome. This will demonstrate your critical thinking and ability to navigate complex situations, key skills for this role.

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How do you prioritize and manage your workload?

Discuss the strategies you employ to stay organized, handle multiple tasks, and meet deadlines. Mention any tools or methods you find effective, as this showcases your ability to work independently and manage responsibilities effectively.

Join Rise to see the full answer
What interests you about working at Protective?

Share what draws you to Protective, referencing their values, culture, or commitment to client wellbeing. Connecting your personal aspirations with the company’s mission reflects genuine interest and aligns well with Protective's inclusive culture.

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Describe a time you collaborated with a team to achieve a goal.

Present a specific scenario that illustrates your teamwork and collaboration skills. Emphasize your role within the team, how you facilitated communication, and what the outcome was to highlight your collective approach to achieving objectives.

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How do you keep up-to-date with industry trends and changes?

Talk about the resources you utilize, like industry publications, seminars, or joining professional networks. Show your proactive approach to learning and adapting to industry shifts, which is critical for the Reinsurance Client Program Advisor role.

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Founded in 1907, Protective Life is a financial service holding company that specializes in full life insurance. Protective Life is located in Alabama.

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DATE POSTED
April 10, 2025

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