Customer Service Operations Leader – Insurance

Jonus Group; Woodcliff Lake (NJ); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Health, dental, and vision insurance

Paid time off and holidays

Professional development opportunities

Job summary

Jonus Group is seeking a highly motivated Customer Relations Manager to lead customer service operations across ERISA Fidelity, Commercial Surety, and Commercial Insurance. This on-site, full-time role focuses on proactive leadership, workflow organization, and delivering exceptional service across multiple departments.

The ideal candidate has 5+ years in customer service with supervisory experience, strong CRM and Excel skills, and a track record of coaching and improving performance.

Qualifications

• Minimum of 5+ years of customer service experience, with at least 2–3 years in a supervisory or management role preferred.
• Proven experience managing employees, daily workloads, performance metrics, and operational processes.
• Industry experience in insurance or financial services is strongly preferred.
• Bachelor’s degree in Business Administration or a related field is preferred.

Responsibilities

• Department Oversight: Manage daily customer service operations, ensuring timely and efficient handling of calls, emails, applications, renewals, and customer requests.
• Activity & Productivity Management: Set and monitor daily, weekly, and monthly employee activity goals, including call volumes, response times, task completion, and follow-up activity.
• Task & Workflow Management: Organize workloads, assign responsibilities, establish priorities, and ensure tasks are completed accurately and on time.
• Employee Training & Development: Lead onboarding, ongoing training, cross-training, and coaching to enhance employee performance and product knowledge.
• Performance Management: Establish clear employee expectations, conduct performance reviews, address productivity concerns, and implement improvement plans as needed.
• Metrics & Reporting: Develop and maintain performance dashboards and KPI reports to track productivity, service quality, turnaround times, renewals, and customer retention.
• Customer Experience: Monitor service standards, resolve escalated customer concerns, and ensure consistent, professional customer interactions.
• Process Improvement: Identify operational inefficiencies, standardize procedures, and implement technology and automation to improve departmental performance.
• Cross-Department Collaboration: Work closely with underwriting, sales, marketing, operations, and IT teams to ensure efficient workflows and timely resolution of customer needs.

Skills

Customer service

People management

Leadership

Communication

CRM proficiency

Excel

Education

Bachelor’s degree in Business Administration or related field

Tools

CRM systems

Task management tools

Excel

Job description

Jonus Group is seeking a highly motivated Customer Relations Manager to lead customer service operations across ERISA Fidelity, Commercial Surety, and Commercial Insurance. This on-site, full-time role focuses on proactive leadership, workflow organization, and delivering exceptional service across multiple departments.

The ideal candidate has 5+ years in customer service with supervisory experience, strong CRM and Excel skills, and a track record of coaching and improving performance.