Insurance Client Services Lead | Hybrid + Growth

Internationalinsuranceprofessionals; Springfield (IL); Ibrido; USD 85.000 - 158.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work

Tuition reimbursement and professional

Stock purchase opportunities

Generous time off

Descrizione del lavoro

Marsh Agency in Springfield, IL seeks a Client Services Manager to lead a high-performing service team, advance client relationships, and optimize our service platform across clients. The role emphasizes mentorship, process improvement, and cross-functional collaboration with Producers, Account Executives, and support resources.

The ideal candidate has a Producers License (Property/Casualty or Life/Health), 2+ years in account management within an insurance agency, and prior management

Competenze

• Producers License for Property/Casualty or Life/Health, as appropriate for role or able to obtain within 75 days of orientation
• 2+ years of experience at the Account Manager or comparable level within an insurance agency
• Previous management experience

Mansioni

• Inspires team members to provide remarkable service to clients by building personalized relationships, understanding our clients' business and industry, seeking new ways to solve their problems and serving as a fierce advocate for our clients
• Ensures team members understand the reasons we leverage procedures to improve efficiency, consistently executes our service platform, empowers measurable results, protects information and maintains professional service standards
• Drives consistency through service team in the completion of client service workflows and coaches staff to appropriately engage internal resources such as Process Support, procedure manuals and reporting tools to ensure efficiency and accuracy of execution
• Coaches Producers and Account Executives on developing and maintaining productive working relationships with service team members
• Meets or exceeds established client service platform performance metrics as designated by the Vice President, Client Services; encourages feedback to improve processes and efficiencies and enhance our client service platform
• Develops and maintains team members' knowledge of insurance carrier products and appetite, market trends, and solutions for client industry niches served by the team
• Manages the implementation of the client service platform across all clients; obtains client feedback to improve service offerings and delivery, recommending changes through appropriate channels
• Demonstrates decision-making ability that considers multiple perspectives, possible consequences, and engages other stakeholders appropriately
• Operates as the agency technical expert in the area of client service platform and advocacy services
• Serves as a client service platform knowledge specialist directly with clients or as resource for the team
• Is involved in the industry through participation in external associations and events; forming and growing relationships with insurance carriers, service vendors and understanding the capabilities of our competitors
• Fosters innovative thinking and encourages team members to put forth and participate in new ideas to improve the team and the company
• Fosters working relationships among team members and others that demonstrate our best and brightest characteristics
• Recruits and hires new team members with appropriate skills, experience, traits and competencies by following MMA Midwest's hiring and interviewing best practices
• Monitors staff workloads and determines appropriate assignment of responsibility
• Communicates with team members through regular meetings following MMA Midwest's best practices, including information on company updates, team performance and other information relevant to their roles
• Consistently uses the tools and follows best practices in our manager toolkit
• Executes onboarding process, oversees training and education and introduces to team members to ensure a smooth transition for new employees; assigns mentors and coordinates on-the-job learning as necessary
• Provides methods and resources in a coaching style manner to empower direct reports to find independent solutions
• Follows performance management process with direct reports on schedule, including individualized business and development goals developed in collaboration with each employee; fosters open communication on performance and accountability standards throughout the year
• Leads team members to achieving specific goals and objectives
• Appreciates individual accomplishments by utilizing recognition practices in a personalized way for each employee; share team success broadly and asks others to recognize as appropriate

Formazione

BS/BA in business, management or related field

CPCU, CEBE, ARM or other professional designation

Descrizione del lavoro

Marsh Agency in Springfield, IL seeks a Client Services Manager to lead a high-performing service team, advance client relationships, and optimize our service platform across clients. The role emphasizes mentorship, process improvement, and cross-functional collaboration with Producers, Account Executives, and support resources.

The ideal candidate has a Producers License (Property/Casualty or Life/Health), 2+ years in account management within an insurance agency, and prior management