Client Services Lead – Insurance & Growth Impact

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

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.