[Hiring] Client Manager Consultant AH @The Standard

Role Description

We’re looking for a motivated, detail‑oriented Client Manager Consultant to join our Sales Support & Account Management (SSAM) team. In this role, you’ll support brokers and clients throughout the pre‑sale, implementation, and ongoing service lifecycle. You’ll serve as a primary point of contact, manage inquiries, coordinate with internal teams, and ensure a smooth, accurate, and compliant experience from start to finish. This position is ideal for someone who excels at relationship management, problem‑solving, and navigating complex processes with clarity and confidence.

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.

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 (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.

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.
• Detail‑Oriented: Ensures accuracy in documentation, communication, and process execution.
• Collaborative: Works effectively across teams and adapts communication to different audiences.
• Customer‑Centric: Focuses on delivering exceptional service and elevating the client experience.

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.