Associate Client Manager - Individual Insurance

What You Will Do:

Deliver a Confident Client Experience

• Serve as the primary liaison between clients, advisors, and insurance partners, guiding all parties through the underwriting journey with clarity and confidence.

• Translate complex underwriting requirements into straightforward, easy-to-understand next steps for clients.

• Provide proactive, consistent communication to ensure clients always feel informed, supported, and confident in the process.

• Deliver a high-touch, “white-glove” service experience aligned with our commitment to protecting what matters most.

Lead the Underwriting Process

• Manage the full lifecycle of life insurance cases—frominitialillustration through policy placement and post-issue servicing.

• Develop customized insurance solutions and carrier strategies aligned to each client’s unique needs and long-term goals.

• Initiate and coordinate applications with brokerage general agency (BGA), ensuring efficient case progression.

• Oversee medical requirements, underwriting follow-ups, and requirement fulfillment to drivetimelyoutcomes.

Drive Operational Excellence

• Maintainaccurate, complete, and compliant documentation within CRM systems (e.g., Redtail).

• Proactivelyidentifyand resolve service needs, including policy changes, beneficiary updates, billing adjustments, and conversions.

• Ensureevery detail of the process is handled with precision, organization, and accountability.

What You Bring:

Experience & Expertise

• Previous experience in life insurance, long term care, individual disability and underwriting preferred.

• Life insurance licensed is preferred but not required.

• Working knowledge of underwriting processes, product structures, and carrier selection strategies preferred.

• Experience supporting advisors with case design, illustrations, and solution recommendations.

• Proficiency in Microsoft Office and CRM platforms

Professional Strengths

• Client-First Mindset:Passion for delivering personalized, solutions-oriented service that builds trust and long-term relationships.

• Clarity & Communication:Ability to simplify complex concepts and communicate with confidence and professionalism.

• Ownership & Accountability:Takes initiative and drives results witha strong senseof responsibility.

• Analytical Thinking:Evaluates options and risks to deliver thoughtful, customized recommendations.

• Relationship Building:Creates strong partnerships with advisors, clients, and external partners.

• Execution & Organization:Manages multiple priorities with precision in a fast-paced environment.

• Adaptability:Thrives in a dynamic, growth-oriented culture and embraces change.

Work Environment

• Collaborative, high-performing team culture

• Fast-paced, client-focused environment

• Opportunities for professional growth and development

• Occasional travel may berequired