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High-Net-Worth Client Advisor | Unlimited PTO
Job in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-08-08
Listing for:
Custom Insurance Solutions
Full Time
position Listed on 2026-08-08
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Bilingual
Job Description & How to Apply Below
CIS Private Client, part of Custom Insurance Solutions, serves affluent families with multi-million-dollar homes and luxury assets. We are a risk advisory firm focused on long-term relationships, not a call center or quote shop.
As an Account Manager, you’ll be the operational backbone of the client experience—handling communications, policy servicing, renewals, and claims coordination while ensuring meticulous records and proactive outreach.
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