Texas Licensed Associate Consultant
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Job Summary
Managing a portfolio of 40-60 client accounts, the full-time Texas Licensed Associate Consultant will deliver client services, present recommendations, and act as a subject matter expert while working remotely.
Key responsibilities
- Oversee client accounts and deliverables, ensuring quality and timely presentations to clients and core teams
- Serve as the first line of defense for escalated issues related to marketing, claims, and clinical matters
- Build relationships with the growth team to support account expansion and maintain industry knowledge
Required qualifications
- Bachelor's Degree in Business Administration or a related field, or equivalent experience
- 3-5 years of client services experience in the brokerage industry
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Ability to maintain a Texas Associate Consultant license and complete continuing education requirements
- Understanding of industry trends and governmental regulations
Complete Job Description
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