Client Experience Manager
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Job Description
Client Experience Manager growing wholesale insurance accounts for Ledgebrook. Building broker relationships, driving retention, and coordinating claims, renewal, and service teams remotely.
Responsibilities:
- Serve as the primary partner and advocate for top wholesale brokerages, ensuring exceptional client experience and long-term retention
- Leverage and expand existing wholesale broker networks across the territory to build trust-based partnerships
- Collaborate with internal claims, renewal, and service teams to deliver end-to-end client solutions
- Create and execute account strategies to optimize account performance, elevate service delivery, and strengthen stakeholder relationships
- Proactively solve complex client challenges and navigate ambiguous situations
- Engage brokers through virtual meetings, calls, and in-person interactions, including up to 50% overnight travel across the region
- Help build, refine, and scale the Client Experience function
- Drive overall client satisfaction with Ledgebrook and support account growth and retention
Requirements:
- At least three (3) years of distribution insurance experience with a carrier or MGA
- Demonstrated track record of territory growth and account expansion
- Strategic approach to deepening broker relationships and driving business volume
- Existing wholesale relationships within the territory, preferably in the Southeastern, Central, or Northeastern regions
- Relationship building, problem solving, and decision making skills
- Ability to travel, including overnight, up to 50%
- Based in the Atlanta, New York, or Chicago area (Nice to Have)
- Passion for startup culture, self-motivation, and tolerance of ambiguity (Nice to Have)
- Compelling written and oral communication skills, including negotiation, presentation, and persuasion (Nice to Have)
Benefits:
- Full remote flexibility and asynchronous work culture
- Unlimited PTO and fully paid sick leave
- Comprehensive health benefits, including medical, dental, and vision coverage
- HSA and FSA options
- 401(k)
- Company-paid life insurance
- Disability coverage
- Employees in this position are eligible to participate in Ledgebrook’s equity incentive program
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