Client Experience Manager / EA

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Always be on the lookout for job scams! Learn more about identity theft Opens in new window Help information , opens a new window. First Job Previous Job 742 of 6,002 Next Job Last Job Share More Like This $18.00 Per Hour DOE (Depends on Experience) Client Experience Manager / EA Vantage Insurance Solutions

Occupation:

Executive Secretaries and Executive Administrative Assistants

Location:

Redlands, CA

• 92373

Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment

Posted:

06/10/2026 Positions available: 1

Source:

CalJOBS

Web Site:

CalJOBS Onsite /

Remote:

Work onsite all of the time

Updated:

06/11/2026

Expires:

08/09/2026 Job #: 19856584 Job Requirements and Properties Help for Job Requirements and Properties. Opens a new window. Work Onsite Full Time Education High School Diploma or Equivalent Schedule Full Time Job Type Regular Duration Permanent Employment Public Transit Available Job Description Help for Job Description. Opens a new window. Vantage Client Experience Manager / EA 1662 Plum ln. Suite 106 Redlands, Ca. 92374 Luke@Vantageiws.com 877-382-6467 05/22/2026

Position:

Client Experience Manager / EA Job position overview As the Client Experience Manager, you will be responsible for implementing & developing strategies to manage and enhance client satisfaction and engagement. Your role will involve collaborating with our team, managing practical aspects of the office, analyzing client feedback, and ensuring that our services meet the highest standards of excellence & quality. In addition, your role will involve direct support of leadership as an executive assistant encompassing administrative duties as well.

Key Responsibilities:

• Lead initiatives to improve client experience, retention, and relationship deepening.
• Onboarding new clients in our systems, managing the underwriting and new account opening processes after applications are initiated by Agents and the Support Advisors, and related responsibilities.
• Collaborate with sales and marketing teams to align strategies and ensure successful outcomes.
• Foster referral opportunities.
• Serve as the primary point of contact for initial servicing needs and escalated client issues.

The job duties & Skills include, but not necessarily limited to: I. Input and update client data into CRM and related systems ensuring ongoing accuracy II. Manage the Vantage Appreciation Program. III. Gathering illustrations and preparing related material and reports for client review meetings IV. Develop a comprehensive understanding of the basics of the products we offer, the insurance and financial industry, underwriting, and elements of compliance. V. Ensuring the client completes our client survey so we can know them in a deeper way and show meaningful appreciation. VI. Supporting underwriting and policy delivery processes in coordination with external Admin or servicing teams. VII. Prepare annual review folders, policy delivery folders, and any related print materials. I. Manages the office

• ensuring clean and comfortable environment a.

Drinks and snacks for guests and agents b. Cleanliness c. Office supplies II. May Assist / Oversee and implement agent onboarding a. Gathering all necessary documents/ records b. Initiates and oversees completion of contracting and product training c. Coordinates Agent training in Vantage protocol/ sales processes, etc. III. May assist in managing President's email and calendar per protocol a. Prepares briefings for important communications b. Keeps inbox clean and clear c. Responds to basic communications on behalf of President d. Delegates relevant emails and communications back to President for direct handling I. Manage Licensing and Compliance across various states for Agency and Luke Kibler II. Welcomes guests and make sure they receive excellent treatment in the office III. Communicate with clients with regard to outstanding requirements and needed information in collaboration with Advisors/ agents. Vantage Insurance Solutions Is a Private Sector employer https://vantageinsurancesolutions.com/

Company Profile:

(Confidential) 1-4 employees Connect with Vantage Insurance Solutions Location/Work Site Information Help for Location/Work Site Information. Opens a new window. Cost of Living Calculator Help for Cost of Living Calculator. Opens a new window. Compensation and Benefits Help for Compensation and Benefits. Opens a new window. Job Type and Required Hours Help for Job Type and Required Hours. Opens a new window. Work Experience Help for Work Experience. Opens a new window. Education and Training Help for Education and Training. Opens a new window. Skills Required Help for Skills Required. Opens a new window. Occupation Information for Executive Secretaries and Executive Administrative Assistants Help for Occupation Information for Executive Secretaries and Executive Administrative Assistants. Opens a new window. Other Jobs and Employers Help for Other Jobs and Employers. Opens a new window. Career Ladder Help for Career Ladder. Opens a new window. Personal Requirements Help for Personal Requirements. Opens a new window. Nature of the Work Help for Nature of the Work. Opens a new window. Work Values and Activities Help for Work Values and Activities. Opens a new window. Change Job Search Criteria Print Job Order Opens in new window [ Do you have a comment or concern about this job posting? ] About Sign In / Register Home Site Map Site Search Explore CalJOBS Settings Accessibility Statement Preferred Settings Page Preferences Languages Services For Individuals For Employers Labor Market Mobile App Legal Privacy Statement Terms of Use Disclaimer Equal Employment Opportunity Resources Protect Yourself Assistance CalJOBS Contact Us Statewide Sacramento, CA 94280 Copyright © 1998-2026 Geographic Solutions, Inc. All Rights Reserved. Virtual OneStop®

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