Client Concierge Specialist

Core Competencies

• Proven experience in insurance, financial services, or customer-facing operations, ideally in a fast-paced, high-growth environment that relies heavily on technology and evolving processes.
• Experience managing complex follow-up workflows with multiple concurrent open cases and hard deadlines.
• Clear, polished communicator who demonstrates strong judgment and professionalism when working with high-net-worth homeowners, brokers, and estate managers.
• Experience reviewing customer documentation, verifying compliance with policy requirements, and escalating exceptions with clear, relevant context.
• Self-directed and organized — comfortable managing a full service workload with minimal oversight.
• Adaptable and open to evolving workflows, proprietary tools, and new standards as Stand's customer experience function develops.
• Property & Casualty license (CA and/or FL) required or willingness to obtain within 30 days of hire — Stand covers all exam prep and licensing costs.

Nice-to-Have Skills

• Experience working within a high-net-worth or private client insurance environment.
• Familiarity with California or Florida insurance markets, surplus lines, or E&S carriers.
• Experience with shared inbox or contact center platforms (Front, Genesys, Zoom Contact Center, or similar).
• Experience with customer follow-up automation, drip campaigns, or CRM workflows.

Compensation

The annual base salary range for full-time employees in this position is $65,000 to $100,000 + meaningful Equity Grant. Compensation decisions are dependent on several factors including, but not limited to, an individual’s qualifications, location where the role is to be performed, internal equity, and alignment with market data.

Benefits

• Above-market Health, Dental, and Vision coverage.
• Weekly lunch stipend.
• Flexible time off + holidays.
• 401(k) plan.
• Commuter benefits.
• PAT & MAT Leave.
• Short-Term and Long-Term Disability.
• Monthly team gatherings.
• In-office perks.