Serve as the main contact for brokers and clients, ensuring timely, accurate support
Manage inquiries and resolve issues by partnering with Sales, Operations, Compliance, and other internal teams
Provide product and process guidance to brokers and clients throughout the transaction lifecycle
Monitor accounts to ensure timely processing of documentation, payments, and transactions
Identify opportunities to improve processes and participate in team or department projects

High school diploma or equivalent
3+ years of account management experience, preferably in insurance, financial services, or a related industry
Experience supporting brokers, clients, or customer‑facing relationships
Strong organizational skills with the ability to manage 20–40 projects at once (up to 60 during peak season)
Excellent written and verbal communication skills, including the ability to interpret complex information
Proficiency with Microsoft Office (Word, Excel, PowerPoint), Adobe Pro, and administrative systems
Knowledge of industry regulations and compliance requirements

A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
An annual incentive bonus plan
Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
A supportive, responsive management approach and opportunities for career growth and advancement
Paid parental leave and adoption/surrogacy assistance
An employee giving program that double matches your donations to eligible nonprofits and schools

Client Manager, Consultant

Key skills