Manager, Specialty Lines
About The Position
The Client Services Manager oversees the daily operations of the client services team to ensure compliance with agency practices, company policies, and state regulations. The role supports team members through training, mentoring, and coaching. Responsibilities may vary, and specific duties and performance expectations may be provided by the manager or human resources. The manager is expected to meet company performance and behavior expectations; fulfill responsibilities as directed, achieving quality results within expected time frames; and maintain positive, productive relationships with staff, customers, and business partners.
Responsibilities
- Plan, organize, and direct daily activities of client services staff to ensure efficient operations.
- Train staff, answer questions, solve problems, distribute work, and schedule staff to ensure optimal coverage and response times.
- Handle clients seeking management attention or otherwise as necessary, and ensure staff understands the importance of confidentiality.
- Inspect processed work for conformity with agency practices and file structures; monitor, coach, and review telephone calls for conformity with agency practices.
- Establish or adjust work procedures to meet production schedules and recommend improvements to production methods and service quality.
- Manage direct reports’ performance, including coaching and annual reviews; participate in interviewing and selecting candidates; interpret company policies and enforce company regulations.
- Immediately report circumstances that may lead to potential or actual errors and omissions claims, or Department of Insurance or similar complaints, to senior management.
- Understand agency goals set by senior management and assist in meeting them.
- Perform other duties as requested or needed to fulfill the purpose of the job.
- Meet performance and behavior expectations communicated by management or outlined in the company performance appraisal form.
- Complete responsibilities within expected time frames and with a high degree of quality and professionalism.
- Establish and maintain positive, productive work relationships with staff, customers, and business partners.
Benefits
- Medical insurance
- Health Savings Account
- Dental insurance
- Vision insurance
- Life insurance
- Paid vacation (PTO)
- 401(k) with employer match
- Flexible Spending Account
- Employee Assistance Program (EAP)
- Potential for annual discretionary bonus
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
