Client Experience Manager

Ledgebrook

4d • $100,000 - $140,000 • Remote

About The Position

Ledgebrook is seeking a Client Experience Manager to join our growing team. This role is focused on providing best-in-class service for our largest accounts and key stakeholders. As a member of the Client Experience Team, you will regularly interact, in-person, virtually or via phone, with many of the top wholesale brokerages in the country. You will be responsible for the overall client satisfaction with Ledgebrook and work hand in hand with our top talent claims, renewal and service teams. Essential qualities for this position are leadership, an innovative spirit, and a passion for collaboration, paired with powerful persuasive abilities. The role involves driving client satisfaction, cultivating high-impact relationships, cross-functional collaboration, developing account strategies, solving complex problems, representing the brand in-person and virtually, and championing startup innovation. The ideal candidate is eager to learn, excited about building a company from the ground up, possesses a strong moral compass, customer-first empathy, intellectual curiosity, a growth mindset, urgency & prioritization skills, a solution-oriented outlook, transparent communication, and team-first energy.

Requirements

• At least three (3) years of distribution insurance experience with a carrier or MGA
• Demonstrated track record of territory growth and account expansion, with a strategic approach to deepening broker relationships and driving business volume
• Existing wholesale relationships within your territory, preferably in the Southeastern, Central, or Northeastern regions
• Demonstrable relationship building, problem solving and decision making skills
• Ability to travel, including overnight, up to 50%

Nice To Haves

• Based in the Atlanta, New York, or Chicago area
• A passion for startup culture, self-motivated and tolerant of ambiguity
• Compelling written and oral communication skills, including negotiation, presentation, and persuasion
• Has a stance on the appropriate time to put up holiday decorations

Responsibilities

• Serve as the primary partner and advocate for top wholesale brokerages, ensuring exceptional overall client experience and long-term retention
• Leverage and expand existing wholesale broker networks across your territory to build deep, trust-based partnerships
• Work hand-in-hand with internal claims, renewal, and service teams to deliver seamless, end-to-end client solutions
• Create and execute targeted plans to optimize account performance, elevate service delivery, and strengthen ties with key stakeholders
• Act as a proactive problem solver and persuasive communicator, navigating ambiguous situations to resolve client challenges quickly
• Engage brokers regularly through virtual meetings, calls, and up to 50% overnight travel across your region
• Bring a self-motivated, entrepreneurial spirit to help build, refine, and scale the Client Experience function

Benefits

• Full remote flexibility and asynchronous work culture
• Unlimited PTO and fully paid sick leave
• Comprehensive health benefits, including medical, dental, and vision coverage, plus HSA and FSA options
• Additional financial protection and retirement benefits, including a 401(k), company-paid life insurance, and disability coverage
• Eligibility to participate in Ledgebrook’s equity incentive program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed