Client Service Manager

LS Solutions; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

LS Solutions in Phoenix, AZ seeks a lead client service professional to oversee daily operations within an insurance agency. You will ensure high-quality service for existing clients and support team performance to drive growth.

The role emphasizes client relationship management, process optimization, and training new staff. Proficiency with a Salesforce-based CRM and knowledge of insurance workflows are important.

Qualifications

• Demonstrated client service and relationship-building skills.
• Strong leadership, coaching, and team coordination abilities.
• Excellent organizational and reporting capabilities.

Responsibilities

• Manage and service existing clients to maintain satisfaction and retention.
• Coordinate and monitor team activity to support efficient operations.
• Train and onboard new team members.
• Track and report field activity using a Salesforce-based CRM.
• Grow the business by strengthening client relationships.

Skills

Client service

Team leadership

Organization

Salesforce CRM

Insurance workflows

Tools

Salesforce CRM

Job description

Role Summary

Lead client service and oversee team operations within an insurance agency. Ensure high-quality service for existing clients, support team performance, and contribute to business growth through strong client relationship management.

Role Summary

Lead client service and oversee team operations within an insurance agency. Ensure high-quality service for existing clients, support team performance, and contribute to business growth through strong client relationship management.

Key Responsibilities

• Manage and service existing clients to maintain satisfaction and retention.
• Monitor and coordinate team activity to support efficient operations.
• Train and onboard new team members.
• Track and report field activity using a Salesforce-based CRM.
• Support client growth by developing and strengthening client relationships.

Required Skills

• Client service and relationship-building skills.
• Team leadership, coordination, and coaching ability.
• Strong organizational and reporting skills.
• Proficiency using a Salesforce-based CRM or similar systems.
• Understanding of insurance agency workflows and customer needs.