Client Manager Consultant AH
Job Summary
We're seeking a Client Manager Consultant to join our Sales Support & Account Management (SSAM) team. This role involves supporting brokers and clients throughout the pre-sale, implementation, and ongoing service lifecycle. You'll serve as the main point of contact, manage inquiries, coordinate with internal teams, and ensure a smooth, accurate, 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.
- Monitor accounts to ensure timely processing of documentation, payments, and transactions.
- Identify opportunities to improve processes and participate in team or department projects.
Skills And Background
- Educational Requirement: High school diploma or equivalent.
- Experience: 3+ years of account management experience, preferably in insurance, financial services, or a related industry. Experience supporting brokers, clients, or customer-facing relationships.
- Organizational Skills: Strong organizational skills with the ability to manage 20–40 projects at once (up to 60 during peak season).
- Communication Skills: Excellent written and verbal communication skills, including the ability to interpret complex information.
- Technology Proficiency: Proficiency with Microsoft Office (Word, Excel, PowerPoint), Adobe Pro, and administrative systems.
- Industry Knowledge: Knowledge of industry regulations and compliance requirements.
Key Behaviors of a Successful Candidate
- Relationship-Oriented: Builds strong, positive relationships with brokers, clients, and internal partners to support long-term success.
- Problem-Solver: Anticipates issues, identifies root causes, and delivers effective solutions quickly.
- Customer-Centric: Focuses on delivering exceptional service and elevating the client experience.
Why Join The Standard?
- A rich benefits package including medical, dental, vision, and a 401(k) plan with matching company contributions.
- An annual incentive bonus plan.
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure.
- A supportive, responsive management approach and opportunities for career growth and advancement.
- Paid parental leave and adoption/surrogacy assistance.
- An employee giving program that double matches your donations to eligible nonprofits and schools.
Eligibility to Participate in an Incentive Program
Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.
Salary Range
The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data. Salary Range: $49,250.00 - $72,250.00