Insurance Advisor & Client Account Manager

The Piedmont Group•Sandy Springs, GA

3d•Hybrid

About The Position

We’re looking for a detail-oriented and proactive Insurance Advisor & Client Account Manager to support our operations and client relations. This role sits at the center of our new business workflow—coordinating with third-party vendors, supporting advisor (broker) partners, and ensuring a smooth experience from case submission through completion. This is a great opportunity for someone with strong organizational skills and a background in insurance or financial services who enjoys problem-solving, communication, and keeping processes on track. If you’re someone who thrives on organization, enjoys helping others succeed, and wants to grow within the insurance space, we’d love to hear from you.

Requirements

Professional experience (insurance, financial services, or related field preferred)
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
Problem-solving mindset with a proactive approach
Comfortable working in the office 4 days per week (local candidates only)
Willingness to obtain licensure over time (support will be provided)

Nice To Haves

Prior experience with any type of insurance (life, health, annuities, etc.)
Familiarity with illustrations or case management systems

Responsibilities

Oversee and manage relationships with third-party case management vendors
Monitor case progress to ensure timely updates and completion
Troubleshoot and resolve issues related to new business submissions
Serve as a point of contact for advisor (broker) partners, providing responsive and solutions-oriented support
Run basic insurance illustrations and assist with proposal preparation
Handle light client service tasks, ensuring a high-quality client experience
Maintain accurate records and documentation across systems