Client Relationship Manager

Forgent; United States; Hybrid; USD 70,000 - 100,000; Full time

Job summary

Forgent is seeking a Client Relationship Manager — Insurance and Annuities to own the insurance operations and client workflow for a Northwestern Mutual-adjacent practice. This is a high-autonomy, high-accountability, full-time role with remote flexibility after an initial office start.

Based in Chicago or along the East Coast, you will manage new business from application through underwriting, handle ongoing policy servicing, and bring structure to the advisor's daily workflow with strong

Qualifications

• Highly organized, detail oriented and accountable.
• Strong written communication and proofreading ability.
• Proactive and able to manage many moving parts under pressure.

Responsibilities

• Own insurance new business from application through underwriting.
• Handle ongoing policy servicing and client workflow.
• Bring structure and accountability to the advisor's daily processes.

Skills

Excel formulas

Organization

Attention to detail

Written comms

Adaptability

Job description

Client Relationship Manager — Insurance and Annuities

$70,000–$100,000 depending on experience and fit + benefits

Chicago or East Coast · Northwestern Mutual office to start, then fully remote · Full-time

Our client is one of the top-performing advisory practices within a major mutual insurance platform, with over two decades of sustained production in life insurance and long-term financial planning. They're looking for someone to own the insurance operations and client workflow that keep the practice running: managing new business from application through underwriting, handling ongoing policy servicing, and bringing structure and accountability to the advisor's daily workflow. This is a high-autonomy, high-accountability role built for someone who's organized to their core, energized by direct client contact, and already understands the Northwestern Mutual process. You must currently work, or have recently worked, inside the NM network for a minimum of 3 years to be considered for this opportunity.

Why it's worth a look

• Location flexibility built in — you can be based anywhere from Chicago eastward. You'll start out associated with an NM office (likely one you're already part of), with a clear path to working fully remote.
• A genuine ownership seat — you run insurance new business and service, not just a piece of it, with real autonomy to resolve items independently.
• A practice that values systems and growth — the advisor wants someone who improves the workflow, not just maintain it.
• Real upside — this can be a long-term home or a launch point into broader roles inside the larger team.

What we're looking for

• Northwestern Mutual network experience is required. This is a firm requirement, not a preference — the advisor is hiring someone who already knows NM products, applications, underwriting, and service workflows, and is not looking to train someone in from outside the system.
• Highly organized, detail-oriented, and accountable, with strong written communication and the ability to proofread and spell accurately.
• Comfortable managing many moving parts, calm under pressure, and proactive rather than passive.
• Able to learn new systems quickly and adapt as tools evolve.
• Solid Excel skills (filtering, formulas) and confidence with digital applications.

Based anywhere from Chicago eastward, starting at a Northwestern Mutual office.