About The Position

The Client Service Manager is responsible for external support to clients for an assigned book of business, ensuring service levels produce a positive experience for clients resulting in client retention while building long term relationships with our clients.

Requirements

  • Bachelor’s degree in business, insurance, risk management, or similar field of study.
  • Three (3) or more years of insurance client service experience.
  • Active Property & Casualty License.
  • Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
  • CIC or CRM Designation encouraged.
  • Excellent attention to detail, oral and written communication skills.
  • Ability to work well in a team environment.

Responsibilities

  • Serve as the lead service contact to clients for assigned book of business.
  • Manage client renewal process ensuring all necessary activities are completed and meet appropriate timing and quality standards.
  • In collaboration with sales staff, direct onboarding of new clients ensuring client files and agency management system information is thorough and accurate.
  • Maintain a 96% or higher client retention ratio while also consistently working to pursue opportunities for growth within the existing book of business.
  • Maintain and enhance relationships with clients, carrier partners, vendors, internal teams and other stakeholders.
  • Support business growth through account rounding efforts; assess business and human capital to identify risks or gaps in coverage.
  • Lead Client Engagement Strategy (CES) for assigned clients providing oversight and driving client engagement at a 'best practice' level.
  • Serve as a back-up at all support levels as needed.
  • Maintain and grow insurance knowledge through education opportunities and pursuit of designation(s) as appropriate.
  • Perform other duties and special projects as assigned.
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