Client Account Specialist at Swiss Re | Armonk, NY, US | Rezi

Client Account Specialist at Swiss Re

Client Account Specialist

Swiss Re · Armonk, NY, US

Yesterday

Client Account Specialist

Swiss Re · Armonk, NY, US

2 days ago
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About the Role

This role within Swiss Re's US Life & Health Reinsurance division supports Client Managers in client relationship ownership, sales execution, and delivering value to clients. It offers exposure to client strategy, cross-functional teamwork, and the reinsurance landscape, serving as a career accelerator in financial services.

Responsibilities

  • Support Client Managers in leading cross-functional client teams, coordinating meetings, managing communications, tracking action items, and providing analytics for discussions.
  • Drive the sales funnel by tracking opportunities and supporting timely follow-up and execution to achieve business targets.
  • Develop and execute Client Engagement and Action Plans, and prepare high-quality marketing and client materials.
  • Prepare internal and external communications for clients, stakeholders, and management; share knowledge and best practices.
  • Coordinate ad hoc client, industry, and market unit requests, including briefing documents.
  • Serve as co-pilot for select high-activity clients, running point on projects, entering leads in CRM, preparing RFP proposals, and leading CLT meetings.
  • Participate in Swiss Re's Rep pool for unassigned clients and prospects, researching companies, prospecting, and contributing to new business growth.
  • Support key Swiss Re client events, including planning, coordination, preparation, and execution.
  • Represent the Client Management perspective on user-testing projects, ensuring client-facing considerations are reflected in product and process development.
  • Occasional travel, approximately 1-2 times per year, for client meetings or industry events.

Requirements

  • A four-year college degree or equivalent experience.
  • Approximately 3–5 years of relevant professional experience, ideally supporting client-facing, sales, account management or business-development activities.
  • Demonstrated experience working across teams and functions within a complex, matrixed organization.
  • Strong PowerPoint skills, including the ability to create polished executive and client-facing presentations and translate information into a clear story.
  • Excellent written and verbal communication skills, with confidence engaging stakeholders at different levels.
  • Strong organizational skills and demonstrated ability to manage multiple priorities, deadlines and contributors simultaneously.
  • A track record of taking ownership, following through and moving work forward when assignments are not fully defined.
  • Strong interpersonal judgment and the ability to build productive relationships across different personalities and working styles.
  • Experience in insurance, reinsurance or broader financial services is strongly preferred.
  • Experience supporting sales, client/account management, proposals or RFP activity is strongly preferred.
  • Experience with Excel, Power BI, CRM/workflow platforms or similar business tools is strongly preferred.
  • Experience using AI tools thoughtfully to research, synthesize information, improve efficiency or enhance work products is strongly preferred.
  • Experience working across geographically dispersed or global teams is strongly preferred.

Skills

  • Client Relationships
  • Strategy
  • Cross-functional Collaboration
  • Sales Execution
  • Client Strategy
  • Reinsurance
  • Financial Services
  • PowerPoint
  • Written Communication
  • Verbal Communication
  • Organizational Skills
  • Interpersonal Judgment
  • Excel
  • Power BI
  • CRM
  • AI Tools

Location

  • Fort Wayne, IN
  • Armonk, NY

Work Type

  • Hybrid

Experience Level

  • 3-5 years

Education Level

  • Four-year college degree or equivalent experience

Salary/Compensations

  • Fort Wayne, IN: $76,000 - $114,000
  • Armonk, NY: $84,000 - $126,000

Benefits

  • Total compensation approach considering base pay, short- and long-term incentives, and benefits offered.

About the Company

  • Swiss Re is a leading provider of reinsurance, insurance, and insurance-based risk transfer, focused on making the world more resilient by managing risks like natural catastrophes, climate change, and cybercrime.
  • The company covers Property & Casualty and Life & Health, creating new opportunities and solutions for clients through experience, creative thinking, and cutting-edge expertise.
  • Swiss Re has over 15,000 employees worldwide and fosters an inclusive culture that encourages fresh perspectives and innovative thinking.
  • The company embraces a workplace where everyone has equal opportunities to thrive and develop professionally regardless of age, gender, race, ethnicity, gender identity and/or expression, sexual orientation, physical or mental ability, skillset, thought or other characteristics.
  • An inclusive and flexible environment allows everyone to bring their authentic selves to work and their passion for sustainability.
  • Experienced professionals returning to the workforce after a career break are encouraged to apply.

Equal Opportunity

  • Swiss Re is an equal opportunity employer, recruiting, hiring, and promoting without regard to race, religion, color, national origin, sex, disability, age, pregnancy, sexual orientation, marital status, military status, or any other characteristic protected by law.
  • Decisions on employment are solely based on an individual's qualifications for the position.
  • Reasonable accommodations for disabilities are available upon request during the recruitment process.
  • AI-powered tools may be used to support the review and evaluation of applications, but all hiring decisions are made by people.