Client Account Services Sr. Manager - Insurance

Team Summary

A solutions-oriented service organization that is accountable for the client's operational service experience by providing proactive single point of contact, targeted and enriched approach to servicing while delivering and developing best of class capabilities.  

Role Summary

The Client Account Services Sr. Manager – Insurance is responsible for managing the end-to-end service experience for our insurance clients and supporting complex client onboarding efforts.

This role requires extensive liaising between internal and external stakeholders to customize service models to meet client requirements, particularly those in the insurance sector with significant AUM at T. Rowe Price. The Sr. Manager will be responsible for high-volume account-specific client inquiries, ensuring timely and accurate responses to maintain client satisfaction. Additionally, the Sr. Manager will hold regular operational due diligence meetings with these clients to maintain strong relationships and identify areas for improvement. The position is regionally focused but may involve working on client service projects from other regions as needed, forming part of the global Client Account Management function.

Responsibilities

• Research best practices and competitive practices to develop recommendations for changes to client operations processes and protocols.
• Services the ongoing investment operational needs of complex clients, including identifying data trends and analysis to support operational needs. Consults with clients and addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to escalate issues.
• Communicates on a regular basis with highly complex and challenging clients and their service providers to deliver high-quality services. Monitors risk and engages in problem solving by critically questioning and analyzing practices that impact the client experience.
• Recommends process changes to client operations that will have impact across T. Rowe Price clients based on expertise and knowledge of best practices. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements.
• Works with internal and external contacts to identify opportunities to improve business processes and to increase the level of client service

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years of total relevant work experience

Preferred:

• Excellent analytical skills and attention to detail, accuracy, and deadlines
• Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization
• Proven ability to work in a team environment with a strong sense of urgency
• Highly motivated with demonstrated initiative and the ability to work independently
• Experience working directly with asset management division of insurance business and with insurance-focused regulatory inquiries & reporting
• Experience and expertise in fixed income markets, securities, and derivatives instruments

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.