Client Experience Consultant, Client Enablement

Job Snapshot

Location: Remote
Employee Type: Full-Time Employee
Industry: SaaS, Insurance
Manages Others: No
Job Type: Client Services

Education: Bachelor's Degree Preferred but Not Required
Experience: 5-7 years relevant experience
Travel: Minimal but as Needed

Why You’ll Love AgencyBloc

We solve problems for our customers. We give ourselves the autonomy to be awesome. We will be human. We are maniacal about success. This is the culture you’ll be a part of if you join the AgencyBloc Team. We are the #1 Recommended Insurance Industry Growth Platform serving the benefits and senior market space. We help grow our clients’ business with a suite of solutions that can be strategically utilized to support the operational and growth needs of independent insurance agencies, GAs, IMO/FMOs, call centers, and carriers.

Job Description

The Client Experience Consultant, Client Enablement is a hands-on deliverer of the education and enablement experiences that help the whole client base adopt and get value from AgencyBloc. This role designs and runs live and scaled client-facing enablement — training, education programs, and the sessions where clients learn to get value from the product — and owns the ongoing quality and effectiveness of those experiences as the product and the business evolve. It's a delivery- and facilitation-focused role that spans different kinds of client enablement rather than concentrating on any single repeated task. 

Responsibilities:

  • Designs and delivers client-facing enablement: live trainings, education programs, webinars, and other facilitated experiences
  • Owns the ongoing quality and effectiveness of the enablement they deliver — continuously assessing whether sessions and programs still meet client needs, and reworking them as the product changes. This stewardship shows up as curriculum assessment, program upkeep, and improving how clients are enabled
  • Delivers live client training and supports the Release & Enablement Program Manager on internal training delivery as needed
  • Collaborates with other functional areas where effective enablement requires it — for example, Professional Services on onboarding or Client Success on adoption moments
  • Uses AI tooling to help prepare, personalize, and scale enablement efficiently, staying meaningfully involved in shaping it, and in alignment with the AI Center of Excellence run by the VP of Data & Business Operations
  • Provides feedback from live sessions and client interactions back into content, Academy, and program design
  • Partners with the Client Experience Consultant, Knowledge & Content on the materials that support live sessions
  • Other duties as assigned by your manager.

Skills/Education/Experience:

  • Bachelor's degree and 5-7 years of relevant experience in client education, training/facilitation, customer enablement, customer marketing, or a related field, or an equivalent combination of education and experience.
  • Strong live facilitation and presentation skills, comfortable leading client-facing sessions and adapting in real time.
  • Takes ownership of enablement quality over time — strong instincts for whether a session or program is actually landing and driving adoption, and the discipline to keep improving it.
  • Able to take rough direction and run with it — turning a high-level ask into strong, finished enablement without needing every detail spelled out.
  • Values variety — this role deliberately spans multiple kinds of client enablement rather than a single repeated task.
  • Comfortable using AI tooling to prepare and scale enablement, while maintaining quality and judgment.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

More on AgencyBloc:

AgencyBloc provides a suite of online software solutions that help insurance agencies increase efficiency, enhance customer satisfaction, control costs, and stay competitive. We currently have customers nationwide. Core values of our company include: 

  • Client-centric organization focused on delivering great customer service
  • Positive, collaborative team environment with coworkers who genuinely care about their work
  • High level of professionalism in everything we do
  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company

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Careers

Current Openings

Our continued growth and success is dependent on having talented people join our team of friendly, collaborative and engaged professionals. New opportunities are posted often and we encourage you to visit our Careers page regularly to stay informed about openings that match your skills and interests.

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Member of The Bloc Perks & Benefits

At AgencyBloc, our culture depends on our people. Ensuring our employees feel supported in all aspects of their lives is important. One way we address this is through our competitive benefits and perks, which include:

  • Health insurance
  • Dental and vision benefits
  • Life insurance
  • Disability insurance
  • HSA with generous employer contributions
  • Flex spending accounts
  • 401k with company match
  • PTO & paid holidays
  • VTO (volunteer time off)
  • Family leave
  • Remote work
  • Flex time (flexible work schedules)
  • Half-day Fridays in the summer months

Our Mission

Our mission is to provide powerful solutions by making the convoluted, straightforward.  We want our technology to transform the organizations that use it.

The Culture We Live By