Client Experience Manager

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Ledgebrook

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2021

💸 Finance

💳 Fintech

🛡️ Insurance

💰 Series B on 2024-09

Finance • Fintech • Insurance

Ledgebrook is a tech-enabled E&S managing general agent (MGA) that provides wholesale brokers with a fast and efficient quoting experience. With a focus on speed and technology-driven underwriting solutions, Ledgebrook utilizes advanced modeling and analytics to deliver quotes rapidly and enhance broker submissions. The company offers various insurance products, including general liability, professional liability, and excess casualty coverage, ensuring tailored solutions for specific client needs.

📋 Description

• Serve as the primary partner and advocate for top wholesale brokerages, ensuring exceptional client experience and long-term retention • Leverage and expand existing wholesale broker networks across the territory to build trust-based partnerships • Collaborate with internal claims, renewal, and service teams to deliver end-to-end client solutions • Create and execute account strategies to optimize account performance, elevate service delivery, and strengthen stakeholder relationships • Proactively solve complex client challenges and navigate ambiguous situations • Engage brokers through virtual meetings, calls, and in-person interactions, including up to 50% overnight travel across the region • Help build, refine, and scale the Client Experience function • Drive overall client satisfaction with Ledgebrook and support account growth and retention

🎯 Requirements

• At least three (3) years of distribution insurance experience with a carrier or MGA • Demonstrated track record of territory growth and account expansion • Strategic approach to deepening broker relationships and driving business volume • Existing wholesale relationships within the territory, preferably in the Southeastern, Central, or Northeastern regions • Relationship building, problem solving, and decision making skills • Ability to travel, including overnight, up to 50% • Based in the Atlanta, New York, or Chicago area (Nice to Have) • Passion for startup culture, self-motivation, and tolerance of ambiguity (Nice to Have) • Compelling written and oral communication skills, including negotiation, presentation, and persuasion (Nice to Have)

🏖️ Benefits

• Full remote flexibility and asynchronous work culture • Unlimited PTO and fully paid sick leave • Comprehensive health benefits, including medical, dental, and vision coverage • HSA and FSA options • 401(k) • Company-paid life insurance • Disability coverage • Employees in this position are eligible to participate in Ledgebrook’s equity incentive program