Client Experience Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary partner and advocate for leading wholesale brokerages, ensuring an outstanding client experience and fostering long-term retention.

• Utilize and expand current wholesale broker networks throughout the territory to establish trust-based partnerships.

• Work in collaboration with internal claims, renewal, and service teams to provide comprehensive client solutions.

• Develop and implement account strategies to enhance account performance, improve service delivery, and strengthen relationships with stakeholders.

• Anticipate and resolve complex client challenges while managing ambiguous situations effectively.

• Interact with brokers through virtual meetings, phone calls, and face-to-face engagements, including up to 50% overnight travel across the region.

• Assist in building, refining, and scaling the Client Experience function.

• Enhance overall client satisfaction with Ledgebrook and contribute to account growth and retention.

⛳️ Requirements

• Minimum of three (3) years of distribution insurance experience with a carrier or MGA.

• Proven track record of territory growth and account expansion.

• Strategic mindset in strengthening broker relationships and driving business volume.

• Established wholesale relationships within the territory, preferably in the Southeastern, Central, or Northeastern regions.

• Strong relationship building, problem-solving, and decision-making skills.

• Willingness to travel, including overnight stays, up to 50% of the time.

• Residing in the Atlanta, New York, or Chicago area (Nice to Have).

• Enthusiasm for startup culture, self-motivation, and comfort with ambiguity (Nice to Have).

• Excellent written and verbal communication skills, encompassing negotiation, presentation, and persuasion abilities (Nice to Have).

🏝️ Benefits

• Complete remote flexibility and an asynchronous work culture.

• Unlimited paid time off (PTO) and fully paid sick leave.

• Comprehensive health benefits, including medical, dental, and vision coverage.

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.

• 401(k) retirement plan.

• Company-funded life insurance.

• Disability coverage.

• Employees in this role are eligible to participate in Ledgebrook’s equity incentive program.