WHO are we looking for?

CAPTRUST is seeking a Risk Management (Insurance) Specialist who will be a highly skilled and motivated client relationship manager to establish and maintain long-term relationships with our valued clients. As the primary point of contact, you will be responsible for ensuring our clients are satisfied with our services and for identifying opportunities to grow our business.

• Develop and maintain strong relationships with key employees and assigned clients
• Identify and address clients’ business needs and provide advice on creating efficient processes
• Schedule and conduct regular meetings with clients to ensure satisfaction and address any concerns
• Act as the point of contact for client complaints and escalate issues as needed
• Collaborate with the sales team to cross-sell services and products
• Ensure both the company and clients adhere to the service agreement
• Conduct market research to study competition and identify new ways to retain clients
• Update and confirm data into the firms CRM system
• Work collaboratively with internal teams, including sales, underwriting and senior management, to address clients’ needs and drive business growth

Minimum Qualification:

• 6+ years of experience as a client relations manager
• Background in client service, with industry knowledge a plus
• Experience tracking relevant KPIs (e.g., client satisfaction)
• Proficiency in Word, Excel, PowerPoint, Outlook, with working knowledge of CRM platforms such as SmartOffice

Desired Qualifications/Skills:

• Strong problem-solving aptitude and ability to work well with a team
• Proficiency in Word, Excel, PowerPoint, and Outlook
• Strong work ethic, professional demeanor, and client service focus
• Excellent verbal and written communication skills
• Ability to demonstrate highest personal ethics, integrity, and confidentiality

WHAT can you expect from your career at CAPTRUST?

Our colleagues, like our clients, tend to stay with CAPTRUST for years. There’s a reason for it; it’s a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.

Our Employee Benefits Package shows how much we value our team. Some benefits include:

• Employee ownership opportunities
• Brick Bonus success sharing program
• Comprehensive health coverage + Personify Health wellness platform
• 401(k) program with a 5% employer match + financial planning for colleagues

WHERE will you be working?

5005 LBJ Freeway #1313 | Dallas, TX 75244

HOW do we build a world class organization one brick at a time?

We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.

Are you the next brick?

To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:

• Ability to build successful, collaborative, and trusting relationships
• Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
• A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenge
•  Inherent desire to give back to our communities and enrich the lives of those around u
•  An other-centered mindset
•  Integrity through maintaining objectivity

EEO/Diversity Statement:

At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.

CAPTRUST is committed to providing employment opportunities without regard to race, color, age, sex, sexual orientation, familial status, religious creed, national origin, ancestry, medical condition, marital status and registered domestic partner status, citizenship status, military and veteran status, disability, protected medical condition, genetic information, or any other status protected. #mid-senior