As a SkillBridge Account Manager, you'll train in business insurance, manage policies, support client relationships, and pursue cross-selling opportunities.

Support advisors and clients by designing and analyzing life insurance solutions, managing policy illustrations and applications, conducting market research, and coordinating deliverables. Provide client consultations, ensure compliance, maintain carrier product knowledge, prepare meeting materials, and collaborate across teams to implement strategy and improve processes.

Manage new business pipeline and coordinate internal resources to deliver proposals and onboarding for Private Equity/M&A clients. Support producers, drive strategy sessions, oversee portfolio management and stewardship reporting, and service select PE firms. Maintain trackers and collaborate with placement and service teams to ensure coverage, renewals, and client deliverables.