Client Services Manager
4 weeks ago
Client Service Manager Opportunity
Empowered Staffing is partnered with a leading independent insurance agency based in the Chicagoland area. With over 75 years of experience, our client offers both personal and corporate insurance, and has been recognized as a top Employee Benefits and Life Insurance agency.
Due to growth, our client is looking to hire a Client Service Manager for their Life Insurance Division. The successful candidate will be responsible for handling and processing client requests promptly, such as owner/beneficiary changes, bank account updates, premium payments, and collateral assignments.
Key responsibilities include:
- Assisting in implementing new policies by reviewing accuracy, updating systems, and preparing commission sheets for bookkeeping.
- Managing all aspects of client service for life insurance policies, including policy surrenders, loans, withdrawals, death claims, and providing policy statements and summaries.
- Overseeing and controlling online carrier access for both clients and agents.
- Updating the internal CRM system during the client servicing process.
- Conducting regular meetings with agents to review and assess clients' service needs.
- Collaborating with internal departments and assisting in servicing life, disability, and long-term care policies as needed.
Experience in life insurance client service is highly preferred. Proficiency in Microsoft products and web-based systems is also required.
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