Note: The job is a remote job and is open to candidates in USA. The Standard is a company focused on making a difference in the lives of others, emphasizing a customer-first mindset and operational excellence. They are seeking a motivated Client Manager Consultant to support brokers and clients through the pre-sale, implementation, and ongoing service lifecycle.
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
- 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 (up to 60 during peak season)
- Excellent written and verbal communication skills, including the ability to interpret complex information
- Proficiency with Microsoft Office (Word, Excel, PowerPoint), Adobe Pro, and administrative systems
- Knowledge of industry regulations and compliance requirements
Benefits
- 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
Company Overview