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Client Services Manager
2 months ago
A Client Services Manager at an insurance firm is essential for maintaining the smooth operation of the agency's service and support functions. This role involves overseeing client interactions, managing policy services, and ensuring high levels of customer satisfaction.
Position Title: Client Services Manager
Position Summary:
Health Benefits Group, Inc. is in search of a service-oriented professional to cultivate relationships with both new and existing health insurance clients and agent partners, while also fostering connections with prospects, vendors, and carrier partners.
Key Responsibilities:
Policy Management:
- Supervise the issuance, renewal, and cancellation of policies.
- Guarantee that all policy-related requests are handled accurately and promptly.
- Ensure adherence to insurance regulations and agency standards.
Customer Relations:
- Respond to and resolve customer inquiries, concerns, and complaints in a professional and timely manner.
- Address and resolve questions and requests from Agent Partners efficiently.
- Implement best practices in customer service to improve overall client satisfaction.
- Serve as a point of escalation for complex customer issues.
Process Optimization:
- Develop and maintain efficient processes for policy servicing and customer request handling.
- Monitor workflows to ensure timely completion of tasks.
- Identify and execute process enhancements to boost efficiency.
Regulatory Compliance and Reporting:
- Ensure the agency's compliance with all relevant insurance regulations and industry standards.
- Maintain accurate records and prepare reports as necessary.
Client Engagement:
- Build and sustain strong relationships with clients, addressing their needs and concerns.
- Communicate policy updates, changes, and other significant information to clients.
Qualifications:
- A valid Pennsylvania Insurance Producer license is required, with a grace period for acquisition.
- Demonstrated experience in insurance agency operations, particularly in policy servicing and customer support.
- Strong leadership and team management capabilities.
- Exceptional communication and interpersonal skills.
- Familiarity with insurance products, regulations, and industry standards.
- Proficiency in insurance agency management software and customer relationship management (CRM) systems.
- Strong problem-solving abilities and informed decision-making skills.
- Attention to detail and a commitment to data accuracy and compliance.
The Client Services Manager is crucial in ensuring that clients and agent partners receive exemplary service, policies are managed effectively, and the agency operates within regulatory frameworks. This role significantly contributes to the agency's reputation and overall success by maintaining high levels of customer satisfaction and operational effectiveness.
