Our client partners with credit unions, healthcare systems, educational institutions, and nonprofits to design strategies that strengthen leadership retention, improve financial outcomes, and expand mission impact. We are seeking a Client Success Manager who thrives in a high-touch, relationship-driven environment and understands the importance of precision, follow-through, and proactive service in executive benefit and life insurance programs.

Serve as the day-to-day contact for credit union, healthcare, nonprofit, and executive-benefits clients. Coordinate annual reviews, index allocation reviews, and post-implementation calls. Build strong working relationships with executives, Regional Managers, and Sales leadership. Oversee policy updates, annual reviews, in-force illustrations, and reporting. Partner with Case Design, Case Management, and Regional Managers to execute flawlessly. Identify service risks early and resolve them proactively. Work directly with carriers to troubleshoot complex cases. Contribute to SOP development and service enhancements. Provide leadership with insights into client trends, risks, and opportunities.

3–5+ years in client service, account management, or customer success within insurance, financial services, or executive benefits Life insurance experience strongly preferred Familiarity with SERPs, split-dollar, COLI/BOLI, or executive benefits a plus Polished communicator comfortable interacting with senior executives Highly organized with exceptional follow-up skills Comfortable managing multiple priorities in a fast-paced, service-driven environment Experience supporting credit unions, healthcare systems, or nonprofit clients is a plus

$60,000 to $100,000, remote