The Standard
Client Manager Consultant - American Heritage
The Standard, Myrtle Point, Oregon, United States, 97458
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
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.
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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
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