Business Insurance Client Services Manager
Core
Manage client service workflows, coach producers and account executives, and build an effective team to deliver personalized business insurance solutions.
Role type
Senior IC Client Services Manager
Builds
Client service platform and team performance
Domain
Insurance (Property/Casualty, Life/Health)
Deliverable
client delivery
Required skills
Team leadership, workflow execution, client relationship management, performance coaching, recruitment, onboarding, carrier product knowledge, decision-making
Preferred skills
BS/BA in business or management, CPCU, CEBE, ARM designations
Technologies
Process Support tools, reporting tools, procedure manuals
Responsibilities
Inspire team members to provide remarkable service, ensure execution of service platform, coach staff on internal resource engagement, meet performance metrics, develop team knowledge of carrier products, manage client service platform implementation, recruit and hire team members, execute onboarding and training, lead performance management
Seniority
Manager, hands-on IC