Life Practice Account Manager (Individual Client/Policy Service)

Job Summary The Life Practice Client Service Account Manager delivers exceptional client service and support. This role involves assisting with all aspects of day‑to‑day client interactions as directed by team members and requires a strong understanding of the life insurance industry and a willingness to learn its complexities. Responsibilities Assist with all aspects of day‑to‑day client interactions as directed by team members. Under minimal supervision, collect, analyze, and prepare information to support client requests and the client team. Ensure delivery of accurate client deliverables. Provide direct interaction with clients on day‑to‑day questions and requests. Attend client meetings and conference calls regularly with team members. Work closely with the National Life Practice Service Team to develop and implement processes and best practices. Attend consultant and vendor meetings and participate in internal and external training. Develop strong working relationships with carriers. Proactively conduct research and produce financial analytics via collection, analysis, and interpretation of data for client deliverables. Qualifications 7+ years of individual Life/Disability/LTC industry experience. 5+ years of High‑Net‑Worth client service experience. Valid State L&H license. A resourceful, proactive self‑starting mindset with the ability to think ahead. Commitment to professional growth and development, including training and mentoring. Excellent organizational skills, accuracy, and attention to detail. Capacity to multitask, manage competing priorities with strong time‑management skills. Ability to express ideas clearly in both written and oral communications. Ability to work at a fast pace, both independently and in a team environment. Strong proficiency in Microsoft Excel and Word. Pay Range $51,800 – $85,000 annually. Equal Employment Opportunity Risk Strategies is an equal‑opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. California Applicants Personal information submitted by California applicants in response to this posting is subject to Risk Strategies' California Job Applicant Privacy Notice. #J-18808-Ljbffr RSC Insurance Brokerage, Inc.