We’re partnering with a relationship-focused life insurance and financial services firm seeking a Client Service Manager to oversee ongoing client relationships, policy administration, and proactive policy management. This is not simply a transaction-processing role. The firm is looking for a proactive professional who exercises good judgment, solves problems independently, and contributes ideas that improve service, retention, and operational efficiency.

Serve as a key contact for ongoing policy service needs. Monitor existing policies for upcoming deadlines, potential performance concerns. Review policy information, recognize changes that may affect coverage or policy performance, and recommend appropriate next steps. Take ownership of requests from initial inquiry through completion, coordinating with advisors, carriers, and other partners as needed. Work collaboratively with clients, advisors, insurance carriers, and industry partners to resolve complex service matters.

Experience in life insurance policy service, client relationship management, or insurance operations within a life insurance agency, brokerage, general agency, or financial services organization. Strong working knowledge of life insurance products, policy administration, and ongoing servicing requirements. Ability to interpret policy information, identify potential issues, and determine appropriate next steps. Experience working directly with insurance carriers and coordinating complex service requests. Proficiency with CRM systems, Microsoft Office, and related technology. Experience supporting high-net-worth clients or complex insurance portfolios is a plus.

$65,000 to $75,000