Note: The job is a remote job and is open to candidates in USA. FBSPL is hiring a Client Account Executive to join its established remote advisory team. The role manages assigned client relationships, provides coverage recommendations, prepares and submits applications, tracks open cases, and maintains documentation and quality standards through scheduled consultations.
Responsibilities
- Advise assigned clients on coverage decisions through scheduled consultations
- Analyze each client's circumstances before recommending an approach
- Prepare and submit applications that meet carrier and internal standards
- Track open cases and resolve outstanding requirements promptly
- Conduct periodic reviews and update recommendations as circumstances change
- Meet documentation and quality standards on every file
Skills
- Three or more years of professional client-facing or advisory experience
- Sound judgment and comfort discussing detailed information with clients
- Accuracy under a full workload with competing deadlines
- Proficiency with CRM systems, video conferencing, and digital documentation
- A dedicated home workspace suitable for confidential client conversations
- Availability Monday through Friday, standard business hours
Benefits
- Remote work during standard business hours
- A scheduled consultation calendar maintained by the appointment team
- Administrative and processing support for submitted applications
- Onboarding covering products, compliance, and internal systems
- Ongoing professional development and continuing education
- Regular performance reviews with defined quality standards
- Advancement opportunities as positions become available
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