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Client Services Consultant

Redbrick Insights, LLC

in Lake Mary FL

Logo for Redbrick Insights, LLC

We are actively seeking a Client Service Consultant to join our client based in Lake Mary, FL. The Service Consultant reports directly to the Sr. Manager, Relationship Management and works closely with other associates to serve as the primary contact for all aspects of day-to-day account management for a defined list of institutional clients and related external contacts. Prior experience with nonqualified benefit programs, corporate-owned life insurance (COLI) and/or mutual funds is a plus. This role requires a unique combination of strong organizational skills paired with experience-backed relationship management skills to drive a high level of proactive client service. This is an exciting opportunity for a growth-minded individual to gain valuable experience in the finance and executive benefits industries.

Responsibilities include (but not limited to):

  • Serve as the primary client contact and lead team member of an integrated service team.
  • Collaborate with sales, consulting, and implementation teams to facilitate efficient client onboarding experience.
  • Establish, retain, and grow relationships with clients, intermediary advisors, third-party administrators, and other service providers.
  • Provide strong client service governance, including proactively managing our annual client calendar and service deliverables.
  • Support the development of various plan-level reporting deliverables, including projected funding needs, performance reports, executive summaries, and market updates for client presentations.
  • Utilize the CRM database to document and track relevant client data, including scheduled service deliverables, meetings, and ad hoc tasks, and maintain the integrity of related client contacts.
  • Work closely with our consulting team to provide the plan sponsor with executive benefit enrollment-related support, including producing enrollment materials, hosting or participating in enrollment education meetings, and post-enrollment data collection and analytics.
  • Help prepare for and participate in annual plan review meetings for institutional clients. Meetings may take place in person or virtually via video conference call. 
  • Partner with members of our integrated service team to assess opportunities to enhance client satisfaction and retention and identify additional business/revenue opportunities.
  • Engage in process improvement initiatives that enhance the experience for existing clients.

Required Skills and Qualifications:

  • Bachelor’s degree in business or related field.
  • 3-5 years of experience in institutional retirement plans or related fields, with client-facing exposure.
  • Excellent analytical and problem-solving skills.
  • Highly professional, organized and growth-oriented
  • Strong interpersonal, project management, and relationship management skills
  • Excellent written and verbal communication skills, including the ability to coordinate and lead comprehensive meetings attended by senior-level executives.
  • Proficiency with Microsoft Office products, including Excel, Word, and PowerPoint.
  • This position requires a demonstrated ability to manage project workflow, communicate effectively and interact with advisors, clients, prospects, and colleagues to develop new business and foster client relationships successfully.  
  • Candidates must demonstrate a strong work ethic, discipline, and self-motivation, with the ability to work effectively as part of a team as well as independently on various projects and initiatives. 
  • Travel for this position may be required up to 20% of the time.

Preferred Skills and Qualifications:

  • Prior experience with nonqualified benefit programs, corporate-owned life insurance (COLI) and/or mutual funds is a plus.

How to Apply

To apply, please email your resume to kristy@redbrickinsights.com


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Redbrick Insights, LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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