Description
AppleOne is proud to present:
A well-established, 17-year-old insurance agency is seeking Client Managers to support and service our high-net-worth clientele. This role serves as the primary point of contact for premium clients, delivering exceptional service with professionalism and cultural fluency.
Key Responsibilities
Manage and service high-net-worth clients with professionalism, discretion, and exceptional customer care.
Serve as the primary relationship manager for VIP accounts, ensuring timely responses and proactive support.
Communicate effectively in English and Mandarin across phone, email, and in-person interactions.
Coordinate with internal teams to resolve client issues, process requests, and maintain service quality.
Maintain accurate client records and follow established workflows and compliance procedures.
Support operational tasks related to insurance, financial services, or client onboarding systems.
Required Qualifications
Fluency in English and Mandarin (verbal and written).
Professional image and polished communication style suitable for high-net-worth client interaction.
Experience working with affluent clients in insurance, finance, banking, or related fields.
Strong interpersonal and relationship-management skills with a client-first mindset.
Preferred Qualifications
Familiarity with banking systems, financial service processes, or operational platforms.
Experience supporting premium or VIP clients in insurance or financial services.
Ability to manage sensitive information with confidentiality and accuracy.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1012
Experienced (Non-Manager)