Client Service Lead - Insurance & CRM Growth

val's services; Phoenix (AZ); On-site; USD 55,000 - 85,000; Full time

Job summary

val's services in Phoenix is seeking a Client Service Manager to lead day-to-day operations for an existing book of business and ensure top-tier service delivery. You will oversee client servicing, coach a team, and maintain consistent standards to drive satisfaction.

You will track client activity via Salesforce and contribute to growth through strengthened relationships and retention efforts. This role requires strong organizational and communication skills to sustain service excellence.

Qualifications

• Client service leadership required
• Proven ability to lead a team
• Experience with CRM reporting (Salesforce or similar)
• Strong focus on service quality and client satisfaction

Responsibilities

• Lead and coordinate client service activities for an existing book of business
• Monitor and support team performance and workflow
• Train and onboard new team members to maintain consistent service standards
• Track and report field and client activity using a Salesforce-based CRM
• Contribute to business development by strengthening client relationships and supporting retention and expansion

Skills

Client service leadership

Team coordination

Salesforce reporting

Service quality

Job description

val's services in Phoenix is seeking a Client Service Manager to lead day-to-day operations for an existing book of business and ensure top-tier service delivery. You will oversee client servicing, coach a team, and maintain consistent standards to drive satisfaction.

You will track client activity via Salesforce and contribute to growth through strengthened relationships and retention efforts. This role requires strong organizational and communication skills to sustain service excellence.