Client Relationship Manager
New
Posted 1 hour ago • Less than 10 applicants • Be one of the first to apply!
Client Relationship Manager
Our Client - Insurance company
- Cleveland, OH
$42,000 - $52,000/year
Exact compensation may vary based on skills, experience, and location.
36 hrs/wk
Permanent (w2)
Remote work partially (80%)
Travel not required
Start date
March 1, 2026
Superpower
Administration
Capabilities
Administrative Assistant
Data Entry
Office Management
Preferred skills
Microsoft Excel
Company Administration
Customer Service
Sales Support
Organizational Behavior
Communication
Multitasking
Detail Oriented
DISC Assessments
Preferred industry experience
Insurance
Experience level
0 - 4 years of experience
Job description
Core Responsibilities
- Answer inbound client calls and assist with basic plan questions
- Schedule appointments and manage client follow-ups
- Track applications and ensure timely processing
- Assist with policy reviews and client communications
- Maintain accurate client records and internal tracking systems
Qualifications / Skills
- Strong organizational and communication skills
- Detail-oriented with the ability to multitask
- Comfortable learning new software and systems
- Professional phone presence and customer service mindset
- Willingness to obtain Health & Life Insurance License
Company Benefits / Perks
- Health insurance stipend
- 401(k) eligibility
- Performance-based bonuses
- Remote work flexibility
- 4 days/week Jan-Aug
- 5 days/week Sept-Dec
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.
Screening Questions
- Are you willing and able to obtain your Health & Life Insurance License within 30 days of hire?
- Do you have a dedicated, quiet workspace at home where you can take client calls during business hours?
- Are you able to work an 8 hour day, 4 days a week from Jan-Aug, and 5 days a week Sept-Aug?
- Are you comfortable assisting clients with completing applications over the phone?