Client Manager Consultant - American Heritage Job at The Standard in Myrtle Poin

Employer Industry: Insurance and Financial Services

What to Expect (Responsibilities)

• 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 effective service delivery
• Manage broker and client inquiries, resolving any issues or concerns in a timely manner
• Coordinate with internal departments to facilitate smooth transactions and resolve process-related challenges
• Ensure compliance with industry regulations and internal policies while providing guidance to brokers and clients

Qualifications

• Minimum of 3 years of account management experience
• 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
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint), Adobe Pro, and various administration systems

Preferred Qualifications

• Experience managing 20–40 projects simultaneously, scaling up to 60 during peak seasons
• Comfort with direct broker communication, including phone interactions
• Strong interpersonal skills to establish working relationships with colleagues and clients
• Creative problem-solving abilities
• Ability to embrace and respect team culture

Salary up to $70,250. Comprehensive benefits package including medical, dental, vision, and a 401(k) plan with matching contributions. Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually. Annual incentive bonus plan based on performance. Supportive management approach fostering a collaborative work environment.

#Insurance #FinancialServices #CustomerService #CareerOpportunity #CompetitivePay

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