Client Manager Consultant - American Heritage Job at The Standard in Portland

Overview

Client Manager Consultant - American Heritage

The following role contributes to the Sales Support & Account Management (SSAM) Department by using industry knowledge, expertise, and organizational skills to complete various requests. We are looking for a motivated and detail-oriented Broker and Client Service Specialist to join the team. This role involves working directly with brokers and clients to provide exceptional service, support, and guidance throughout the transaction process. The ideal candidate has a strong customer service background, excellent problem-solving skills, and the ability to build and maintain strong relationships with brokers, clients, and internal departments.

Responsibilities

• Have end-to-end knowledge of the pre-sale, implementation, and ongoing service processes.
• Serve as the primary point of contact for brokers and clients, providing exceptional service and support throughout the transaction lifecycle.
• Build and maintain strong relationships with brokers, clients, and internal teams to ensure a smooth and effective service delivery.
• Manage broker and client inquiries, resolving any issues or concerns in a timely and efficient manner.
• Provide detailed product and service information to brokers and clients, guiding them through the processes and answering any questions.
• Coordinate with internal departments such as Sales, Operations, and Compliance to facilitate smooth transactions and resolve any process-related challenges.
• Monitor and manage client and broker accounts to ensure timely processing of documentation, payments, and transactions.
• Ensure compliance with industry regulations and internal policies, providing guidance to brokers and clients when necessary.
• Identify areas of opportunity and provide feedback to management for improvements.
• Lead calls and participate in projects to improve processes for the team and department.
• Partner with AB sales representative to provide thorough customer updates, broker feedback and other pertinent action items that impact sales effectiveness.

Qualifications

• Experience: 3 or more years of account management experience with proven ability in the following areas:
• Task Management: Ability to manage 20–40 projects simultaneously, scaling up to 60 during peak season. Projects range from 1-day tasks to multi-month initiatives.
• Customer-Facing Skills: Comfort with direct broker communication, including phone interactions.
• Functional Skills: Proven experience in a broker support, client service, or customer relationship role, preferably in the finance or insurance industries.
• Exceptional organizational skills and attention to detail.
• Knowledge of industry regulations and compliance requirements.
• Excellent written and verbal communication skills. Ability to read and interpret complex information, talk with customers and listen attentively.
• Effectively build interpersonal relationship skills to establish working relationships with direct reports, peers, and colleagues.
• Creative problem-solving and strong interpersonal skills.
• Ability to embrace and respect the team culture approach.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint), Adobe Pro and various administration systems.
• Education: Bachelor’s Degree or equivalent experience.

Key Behaviors of a Successful Candidate

• Relationship-Oriented: Capable of building strong, positive relationships with both brokers and clients to ensure long-term satisfaction and business success.
• Problem-Solver: Proactive in identifying potential issues and finding effective solutions quickly.
• Collaborative: Works well with cross-functional teams and can manage internal and external relationships effectively.
• Detail-Oriented: Committed to ensuring accuracy in documentation, processes, and communication.
• Customer-Centric: Focused on delivering excellent service and exceeding client expectations.

Why Join The Standard?

• 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.

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Salary Range: $48,000.00 - $70,250.00

Location: Portland, OR

Open and posted for a minimum of 5 days from original posting date.