Strategic Client Relations & Executive Support Lead

First Choice Brokerage Corporation; Ponte Vedra Beach (FL); On-site; USD 60,000 - 80,000; Full time

Job summary

First Choice Brokerage Corporation is seeking a highly organized Client Relations & Executive Support Manager to support executive leadership and ensure smooth coordination of client-related workflows. This role involves tracking active business, organizing documentation, and supporting client interactions, requiring 3–5 years of experience in client services or executive support. Ideal candidates will have strong organizational skills and a proactive mindset, primarily working in an insurance and financial services context.

Qualifications

• 3–5+ years of experience in administrative operations, client services, or executive support.
• Experience in insurance, financial services, or related industries preferred.
• Proven ability to manage multiple priorities with strong attention to detail.

Responsibilities

• Support executives by organizing and tracking active business.
• Coordinate and organize client-related documentation and materials.
• Act as a central point of coordination for multiple active client cases.

Skills

Attention to detail

Organizational skills

Problem-solving skills

Professional communication skills

Client documentation familiarity

Proficient in Microsoft Office

Ability to manage multiple priorities

Tools

Microsoft Office

Job description

First Choice Brokerage Corporation is seeking a highly organized Client Relations & Executive Support Manager to support executive leadership and ensure smooth coordination of client-related workflows. This role involves tracking active business, organizing documentation, and supporting client interactions, requiring 3–5 years of experience in client services or executive support. Ideal candidates will have strong organizational skills and a proactive mindset, primarily working in an insurance and financial services context.