Life Practice Account Manager – Individual Client, Policy Service

Risk Strategies Company

Client Service Account Manager working with High Net Worth clients in the life insurance industry. Delivering exceptional client service and support while collaborating with internal teams to meet client needs.

Posted 5/1/2026full-timeRemote • Maryland • 🇺🇸 United StatesSeniorLead💰 $51,800 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Deliver exceptional client service and support
Assist with all aspects of day-to-day client interactions
Collect, analyze, and prepare information for client requests
Attend client meetings and conference calls
Work closely with the National Life Practice Service Team

Requirements

What you’ll need

7+ years of individual Life/Disability/LTC industry experience
5+ years of experience of High-Net-Worth client service experience
Valid State L&H license
Excellent organizational skills, accuracy, and attention to detail
Strong proficiency in Microsoft Excel and Word

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Professional development opportunities
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Microsoft ExcelMicrosoft Word

Soft Skills

client serviceorganizational skillsattention to detailaccuracy

Certifications

State L&H license