Job Description
Concierge Relationship Manager
About Us:
We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you enjoy meaningful distribution and advisor interactions and thrive in a fast paced, service driven environment, you’ll feel right at home here!
About the Role:
We’re looking for a Concierge Relationship Manager who brings strong attention to detail, a customer first mindset, and the ability to balance operational work with real time advisor engagement. In this role, you’ll act as the primary liaison between key distribution firms, advisors, and our internal operational stakeholders to provide white-glove, end-to-end service support for annuity and life insurance policies, helping navigate complex operational processes and ongoing policy maintenance.
What You’ll Do:
• Distributor Liaison: Act as the primary point of contact for external partners addressing inquiries, resolving escalations and streamlining transaction processing.
• Operational Excellence & Cross-Functional Collaboration: Partner closely with internal stakeholders to ensure end-to-end operational efficiency and service level agreement (SLA) adherence.
• Drive Continuous Improvement & Customer Satisfaction: Identify opportunities for operational enhancements and partner internally to impact change.
• Reporting & Strategy: Track operational metrics, monitor partner specific performance, and report business trends to leadership.
• Grow Your Skills & Support Team Success: Participate in ongoing training to stay current on operational processes along with demonstrating accountability for personal development, openness to coaching, and adaptability to change.
What You’ll Bring:
• Experience: 7+ years work experience in annuity or life insurance required.
• Education: High school diploma or equivalent required; college degree preferred.
Core Competencies:
• Agent Focus: Delivers a responsive, professional, and service oriented experience that helps advisors move business forward
• Communication: Clear, timely, and solution focused across phone, email, and written correspondence
• Problem Solving: Proactively identifies issues, gathers missing requirements, and works through resolution with sound judgment
• Adaptability: Thrives in a fast paced, changing environment while navigating multiple systems and priorities
• Collaboration: Partners effectively with advisors and internal operations stakeholders to support timely, high quality outcomes
• Continuous Improvement: Seeks feedback, leverages metrics, and participates in process enhancements to improve service and efficiency
What We Offer:
• A collaborative, inclusive environment that values authenticity, accountability, and partnership
• The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next
• A variable compensation package with a base range of $70k-$90k
• A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
• Hybrid or remote work arrangement
At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.
