Client Manager Consultant

Job Summary

Supporting brokers and clients throughout the pre-sale, implementation, and ongoing service lifecycle, the full-time remote Client Manager Consultant will serve as a primary point of contact, manage inquiries, and coordinate with internal teams to ensure a smooth and compliant experience.

Key Responsibilities

• Serve as the main contact for brokers and clients, ensuring timely, accurate support
• Manage inquiries and resolve issues by partnering with Sales, Operations, Compliance, and other internal teams
• Provide product and process guidance to brokers and clients throughout the transaction lifecycle

Required Qualifications

• High school diploma or equivalent
• 3+ years of account management experience, preferably in insurance, financial services, or a related industry
• Experience supporting brokers, clients, or customer-facing relationships
• Strong organizational skills with the ability to manage 20-40 projects at once
• Proficiency with Microsoft Office (Word, Excel, PowerPoint), Adobe Pro, and administrative systems