Client Relations & Executive Support Manager

Position Summary

First Choice Brokerage is seeking a highly organized and detail-oriented Client Relations & Executive Support Manager to support executive leadership and ensure the smooth coordination of client-related workflows.

This role is responsible for organizing, tracking, and driving follow-through across active business—ensuring documentation is in order, timelines are met, and all moving pieces stay aligned. The ideal candidate brings a strong operational mindset, thrives in a detail-driven environment, and takes ownership of ensuring nothing falls through the cracks.

This position plays a key role in supporting insurance and financial services workflows and requires a high degree of accuracy, urgency, and professionalism.

Key Responsibilities

Executive & Business Support

• Support executives by organizing and tracking active business, priorities, and deliverables
• Prepare materials for client interactions, including presentations, summaries, and documentation
• Assist with follow-up on key items to ensure timely execution
• Help keep executives aligned and on track with active deals and client commitments

Workflow & Project Coordination

• Act as a central point of coordination for multiple active client cases and business activities
• Track key milestones, deadlines, and outstanding items across all active work
• Drive follow-up and accountability to ensure tasks are completed on time
• Identify bottlenecks and proactively resolve issues to keep processes moving
• Help implement and improve systems for tracking, visibility, and execution of work

Client Coordination

• Coordinate and organize client-related documentation and materials
• Ensure all required information is collected, accurate, and accessible
• Serve as a liaison between internal teams and external stakeholders as needed
• Support a high-quality, professional client experience through timely and organized communication

Knowledge & Experience

• 3–5 years of experience in administrative operations, client services, executive support, or workflow coordination
• Experience in insurance, financial services, or related industries preferred
• Familiarity with client documentation, financial processes, or structured workflows is a plus
• Proven ability to manage multiple priorities with strong attention to detail and follow-through

Skills & Abilities

• Exceptional attention to detail and organizational skills
• Strong follow-through and ability to drive tasks to completion
• Ability to manage multiple active priorities simultaneously
• Proactive mindset with strong problem-solving skills
• Strong sense of ownership and accountability
• Clear and professional communication skills
• High level of discretion and professionalism
• Comfortable working in a fast-paced, deadline-driven environment
• Proficient in Microsoft Office and comfortable learning internal systems/CRMs

Performance Expectations

• Active business is consistently tracked, with no missed steps or delays
• Executives have clear visibility into deal status, timelines, and next steps
• Client-related workflows are organized, efficient, and progressing on schedule
• Systems and workflows improve overall organization and execution

Why This Role Matters

This role is critical to ensuring that business flows smoothly from start to finish. By owning the coordination and operational side of client workflows, this individual enables executives to focus on relationships and growth—while ensuring every detail behind the scenes is handled with precision.

Ideal Candidate Profile

You are someone who:

• Thrives in detail-heavy, process-driven work
• Naturally takes ownership and follows through without being asked
• Thinks proactively and stays two steps ahead
• Enjoys keeping multiple moving pieces aligned and progressing
• Is comfortable working behind the scenes to make others successful