Remote Client Services Manager

NeoWork; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Holiday pay

Mental health days

Annual review

Career growth

Job summary

NeoWork is seeking a Client Service Manager to own the full relationship with a tech-enabled brokerage serving US contractors. You will be the single point of contact from first request to issuance and payment, handling high-volume, time-sensitive tasks with reliability and clear communication.

You will prepare and submit client requests, follow up with underwriters, collect payments, and keep records up to date. Remote, home-based with US Central hours.

Qualifications

• Fluent, confident English on the phone with US clients.
• Comfortable speaking with clients and underwriters by phone.
• Proven organization under high volume with multiple open requests at once.
• Disciplined Salesforce or CRM habits.
• Availability 8:30am–6:30pm US Central, Mon–Fri, with light Sunday email coverage.

Responsibilities

• Prepare and submit client requests to the correct carrier with complete, accurate files.
• Follow up with underwriters until each request reaches a decision.
• Execute approved bonds the same business day.
• Collect premium payments from clients.
• Manage 25 to 35 open requests per week across email, text, and phone.
• Reply to client emails within 2 hours and texts within 30 minutes.
• Keep Salesforce records current and close tasks as soon as the work is done.
• Route all pricing, carrier, and terms questions to licensed producers.

Skills

Communication

Multitasking

Ownership mindset

Organization

CRM habits

Remote work reliability

Bilingual Spanish (nice-to-have)

Tools

Salesforce

Job description

NeoWork is seeking a Client Service Manager to own the full relationship with a tech-enabled brokerage serving US contractors. You will be the single point of contact from first request to issuance and payment, handling high-volume, time-sensitive tasks with reliability and clear communication.

You will prepare and submit client requests, follow up with underwriters, collect payments, and keep records up to date. Remote, home-based with US Central hours.