Client Service Manager
Core
Lead external support and service delivery for an assigned book of business, ensuring client retention and long-term relationships.
Role type
Client Service Manager
Builds
Long-term client partnerships and retention within the Property & Casualty insurance sector
Domain
Insurance brokerage (Property & Casualty)
Deliverable
client delivery
Required skills
Client relationship management, renewal process management, new client onboarding, risk assessment, solution design, business intelligence gathering, stakeholder coordination
Preferred skills
CIC or CRM Designation, advanced insurance knowledge
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Serve as lead service contact for assigned clients, manage client renewal process, direct new client onboarding, maintain 96%+ client retention ratio, support business growth through account rounding and solution design, lead Client Engagement Strategy (CES)
Seniority
Mid-level, hands-on IC