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We help people achieve financial well-being and peace of mind.
Client Manager, Consultant
Location
Oregon
Posted
115 days ago
Salary
$49.3K - $72.3K / year
Seniority
Senior
Job Description
Client Manager, Consultant
The Standard
• 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
Job Requirements
- 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
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