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The Standard

The Standard is hiring: Client Manager Consultant - American Heritage in Portlan

The Standard, Portland, OR, United States, 97204

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Benefits

  • Salary up to $75,000
  • Annual incentive bonus plan available
  • Rich 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, with increases based on tenure
  • Opportunities for career growth and advancement within a supportive management environment
  • Employee giving program that doubles matches donations to eligible nonprofits and schools

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 smooth service delivery
  • Manage broker and client inquiries, resolving issues in a timely and efficient manner
  • Coordinate with internal departments to facilitate smooth transactions and resolve process-related challenges
  • Monitor and manage client and broker accounts to ensure timely processing of documentation and transactions

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, with the ability to interpret complex information
  • Bachelor's Degree or equivalent experience

Preferred Qualifications

  • Proficient in Microsoft Office (Word, Excel, PowerPoint), Adobe Pro, and various administration systems
  • Strong interpersonal skills for establishing working relationships with colleagues and clients
  • Creative problem-solving abilities and a proactive approach to identifying issues

#Insurance #FinancialServices #CustomerService #CareerGrowth #CompetitiveBenefits

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

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