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

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 We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. 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. #J-18808-Ljbffr