05/01/2026
The Life Practice Client Service Account Manager delivers exceptional client service and support. This role involves assisting with all aspects of day-to-day client interactions as directed by team members. Candidates must possess a strong understanding of the life insurance industry and a willingness to learn its complexities. The ideal candidate will be an outgoing, proactive problem-solver with proven success in managing a portfolio of High Net Worth/Private Client accounts. Your Impact Under minimal supervision, collect, analyze, and prepare information to facilitate requirements of client requests and/or support the activities of client team; outgoing client deliverables accurate. Direct interaction with clients on day-to-day questions and requests. Attend client meetings/conference calls regularly with team members. Work closely with National Life Practice Service Team to develop and implement processes and Best Practices. Attend Consultant and Vendor meetings and...
Risk Strategies
MD
Full Time
