Client Service Manager

RoShay Services; Phoenix (AZ); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

RoShay Services, based in Phoenix, seeks a results-oriented Operations Manager to lead client service delivery and team performance. You will oversee daily workflows, coach staff, and ensure high-quality insurance operations while leveraging Salesforce to track field activity and generate insightful reports.

The role emphasizes building strong client relationships, proactive outreach, and scalable processes to support growth.

Qualifikationen

• Experience in client service and insurance operations.
• Proven leadership and team management abilities.
• Experience training and coaching new hires.
• Proficiency with Salesforce or similar CRM tools and reporting.
• Excellent communication and relationship-building skills.

Aufgaben

• Manage client service and relationships across accounts.
• Oversee and monitor team activity for performance and accountability.
• Train and onboard new team members to maintain service standards.
• Track and report field activity using Salesforce CRM.
• Support client growth through proactive outreach and relationship development.

Kenntnisse

Client service

Insurance operations

Leadership

Team management

Training & coaching

Salesforce

CRM reporting

Communication skills

Relationship-building

Tools

Salesforce

Jobbeschreibung

Role Summary

Manage client service and team operations for an insurance agency, ensuring high-quality service delivery and smooth internal workflows.

Key Responsibilities

• Service and support existing clients, maintaining strong relationships.
• Oversee and monitor team activity to ensure performance and accountability.
• Train and onboard new team members to support consistent service standards.
• Track and report field activity using a Salesforce-based CRM.
• Support client growth through proactive outreach and relationship development.

Qualifications & Skills

• Experience in client service and insurance operations.
• Strong leadership and team management skills.
• Training and coaching ability for new hires.
• Proficiency with Salesforce or similar CRM tools and reporting.
• Excellent communication and relationship-building skills.