Client Services Team Lead

Bluegrass Stream; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

Bluegrass Stream LLC is seeking a Client Services Lead in Phoenix to support and grow an insurance client base by managing day-to-day client service activities, supervising the team, and coordinating client-focused workflows.

You will maintain strong client relationships, supervise performance, and train new members to uphold service standards while leveraging Salesforce to report activities and interactions. The role focuses on proactive service and client growth through effective communication.

Qualifications

• Strong leadership and coaching ability.
• Excellent client communication and relationship management.
• Experience with CRM systems (Salesforce preferred).
• Ability to delegate effectively and monitor service quality.

Responsibilities

• Support existing clients while maintaining strong, ongoing relationships.
• Supervise team performance and delegate tasks to ensure timely, high-quality service.
• Train and onboard new team members to uphold service standards.
• Use a Salesforce-based CRM to report and track field activity and client interactions.
• Contribute to client growth efforts through proactive service and relationship development.
• Provide clear communication and guidance to support a client-centered team environment.

Skills

Leadership

Client communication

CRM systems (Salesforce)

Delegation & monitoring

Job description

Client Services Lead to support and grow an insurance client base by managing day-to-day client service activities, supervising team performance, training new team members, and coordinating client-focused workflows.

• Support existing clients while maintaining strong, ongoing relationships.
• Supervise team performance and delegate tasks to ensure timely, high-quality service.
• Train and onboard new team members to uphold service standards.
• Use a Salesforce-based CRM to report and track field activity and client interactions.
• Contribute to client growth efforts through proactive service and relationship development.
• Provide clear communication and guidance to support a client-centered team environment.

Key qualifications & skills:

strong leadership and coaching ability, excellent client communication and relationship management, experience working with CRM systems (Salesforce preferred), and the ability to delegate effectively and monitor service quality.