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Client Services Manager

1 month ago

Saint Paul, Minnesota, United States HomeServices Insurance Full time
Job Summary

The Client Services Manager is responsible for overseeing the daily operations of the client services team to ensure compliance with agency practices, company policies, and state regulations. This role involves supporting team members through training, mentoring, and coaching, as well as planning, organizing, and directing daily activities to ensure efficient operation.

Key Responsibilities
  1. Plan, organize, and direct daily activities of client services staff to ensure efficient operation and compliance with agency practices.
  2. Train staff, answer staff questions, and solve problems to ensure optimal performance.
  3. Establish or adjust work procedures to meet production schedules and recommend measures to improve production methods and quality of service.
  4. Manage performance of direct reports, including coaching and annual reviews, and participate in interviewing and selection of candidates.
  5. Report any circumstances that may lead to a potential or actual errors and omissions claim and/or any Department of Insurance or similar complaints to senior management.
  6. Understand agency goals set by senior management and assist in meeting those goals.

Requirements
  • Associate's degree or equivalent work experience and knowledge.
  • 5+ years' personal lines insurance experience.
  • 3+ years' supervisory experience.
  • Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes.
  • Excellent analytical, problem-solving, and decision-making skills.
  • Excellent oral, written, and interpersonal communication skills.
  • Proven process automation, time management, and organizational skills.
  • Familiarity with risk assessment and risk management techniques.
  • Knowledge of real estate, title, and/or mortgage businesses preferred.
  • Working knowledge of agency management systems and document imaging systems.

Benefits
We offer a competitive benefits package including medical, dental, vision, 401(k), paid time off, and life insurance options. HomeServices Insurance is an Equal Opportunity Employer.