Client Services Manager
Our team is currently seeking a highly productive, proactive, and organized individual who is passionate about project management and client service and strong in analytical abilities to join the TGO Renewal Team to manage a meaningful amount of leveraged life insurance renewals.
This includes working with high net worth clients, partnering institutions, other affiliate advisors, and our renewal team internally. This role includes a meaningful amount of analytical work, process management, superior communication skills, and the ability to execute on multiple tasks.
After undergoing a very clear and delineated training program and achieving delineated benchmarks of knowledge and execution, this person will become the Manager of several in-force plans and surrounding processes. This person will have immense opportunity to expand their role within the company, based on their ability to manage the many activities and initiatives, speed at which they learn, and level of performance of their duties. This will include current management of $1B+ of insurance assets, with meaningful plans to grow this number already in process. We are launching into a phase of expansion and this individual will be a part of the continued expansion stages.
This person will be an integral player in managing existing cases for the business (and in turn bringing in revenue). This person will aid in developing and growing relationships with the institutions that we work with (including the new relationships that we are developing) and providing an unsurpassable client experience. This person will be responsible at the outset for learning various facets of life insurance and the nuances of a unique asset called an insurance contract. You will learn very early on in your training that an insurance contract has a near-continuum of complex technical abilities that enable us to do more than the typical person who simply sells insurance. This person will manage many aspects of renewals such as preparing various models, creating analyses, looking for efficiencies, preparing and communicating with clients/institutions, etc. Upon successful completion of various benchmarks, this person will also have the ability to manage an analyst who will assist with some of the aforementioned work.
At the onset, this person will be in a learning mode and will sit in several chairs during a specific built out training program. Upon successful completion of the training program, this person will begin managing various facets of the day-to-day. Assuming that this person has achieved the set benchmarks in the first 120 days, this person will oversee multiple cases at once with various responsibilities based upon benchmarks achieved. This person will need to juggle many plates in a fastidious manner. This is a fast-moving organization that is expanding quickly, and at times, results in stressful scenarios with temporal and financial consequences (and financial benefits). This individual must be anticipatory with strong attention to detail.
This person will have immense opportunity to expand their role and compensation within the company based on their ability to manage the many activities and initiatives, speed at which they learn and level of performance of their duties. The Gottlieb Organization is launching into a phase of expansion and this individual will be a part of the next phase.
Primary Duties:
This role will be primarily responsible for managing entire aspects of existing life insurance programs beginning with the process, then to the analytical work including write-ups and models to review with our team internally, followed by discussions with clients and institutions, concluded by annual funding and post funding initiatives. This person will see actionable results in their efforts. This person is also expected to have strong communication (both written and oral), data analysis, modeling, project management, and leadership skills.
At the outset, this person will learn the various areas of TGO’s business under our proprietary Tandem Strategy and learn about our structure in detail to encompass that material into what we do in the leveraged insurance space.
Learn the lines of TGO business and the TGO proprietary strategies, including but not limited to complex life insurance, asset management, risk management, individual wealth financial planning, estate and tax planning, lending, finance, and more.
Frequently interface with senior management, the internal team, and affiliate partners to become an expert on current clients and manage processes, including onboarding of new clients. On average, our clients range from $10mm - $500mm NW. There is not room for error.
Track the development and status of renewal cases and maintain timelines at whatever the cost for the in-force renewal structure. Stay up to date on client meetings and keep meticulous notes in database.
Track, manage and improve the renewal plan administration process for Renewals through all stages of your work in a timely and professional manner reflective of our values.
Work with internal teams to prepare calculations and presentation materials for client meetings.
Not a typical 8:00am – 5:00pm job – either in orientation nor with time expectations. Please note: due to the current world environment, this job is currently remote and can be discussed at greater length during the interview process. Office flexibility can be discussed as different office locations are present. Some days may be longer, some days may be shorter. At times, there will be extended hours or meetings on weekends as management often travels and needs time to catch up with the team.
All duties not listed in this description.
Qualifications:
Ability to learn and process information rapidly is a critical requirement.
Ability to think and act beyond what the initial task ahead is; what is needed to take the task/project to completion.
3+years of heavy project management experience within a team setting, managing multiple projects at once with various timelines.
Experience with creating calculations and using Excel quickly for detailed models with multiple data sets.
Proven success with adhering to and improving upon process timelines. Always looking to make things better.
3+ years of client service experience, with a preference of past experience working with high net worth individuals and c-suite level or equivalent individuals.
Experience working in a fast-paced environment that can be demanding at times.
Prior management experience.
Experience dealing with confidential information.
5+ years of heavy experience with Microsoft Excel, Adobe PDF, and other Microsoft Products.
Bachelor's degree required, preferred fields in the areas of Business, Finance, or other related analytical fields.
Skills:
Superior drive to complete a project: motivated and capable to follow-up and follow through.
Ability to manage multiple tasks at once while achieving deadlines.
Able to function without significant structure but able to create structure.
Strong analytical/problem solving skills.
Detail oriented and intensely organized; excellent record keeping and note taking abilities.
Excellent verbal and written skills with superior grammar and attention to detail.
Sense of urgency with patience and focus.
Comfortability with asking questions - unafraid to show "I don't know".
Ability to work with teams and adapt to various situations.
A background in insurance is not required.
Benefits:
Fantastic health, dental and vision plan
401k match + profit sharing
Paid garage parking
Catered lunches
Work hard, play hard culture
+more
Apply with your resume and cover letter to jaimegottlieb@gottlieb-org.com