PG Client Services Manager

General Description: Manage the operational activities of the client services staff. Includes oversight of data input and reporting measures for the assigned line of business. Ensure consistent standards of service and professionalism. Participate in interdepartmental planning meetings to identify needs, including IT.

Responsibilities:

• Responsible for full-cycle management and development of two or more employees. Includes coaching, performance management, time management, and monitoring staffing.

• Provide oversight of team to ensure timely processing of tasks. Includes insurance requests, date changes, extensions, and cancellations.

• Participate in recruiting, interviewing, and hiring.

• Assist in developing and implementing training programs.

• Lead regular team meetings to discuss departmental issues. Communicate and ensure team's adherence to company policies and applicable laws.

• Liaise between Operations, clients, and vendors to resolve issues. Ensure a successful partnership and problem resolution.

• Act as a liaison between accounting and carriers. Ensure monies are collected and remitted timely and in accordance with carrier guidelines.

• Act as an escalation point for complex client issues and questions. Alert management as needed.

• Create and implement effective workflow processes. Includes monitoring calls, emails, and metrics.

• Create reports to carriers and/or clients monthly or as needed.

• Manage/create standard and custom correspondence to customers.

• Perform system testing during critical product releases to ensure appropriate performance.

• Provide backup support to the team as needed. Accountable for service and retention of clients and customers.

Knowledge, Skills and Abilities:

• 3 years + of insurance experience.

• High school graduate or equivalent required.

• Must hold an appropriate state insurance license per the line of business.

• Experience managing less complex commercial property and casualty accounts.

• Ability to manage a team effectively.

• Working knowledge of Microsoft Office suite of products.

• Strong verbal, written, and interpersonal communication skills.

• Solid problem-solving skills. Ability to comprehend customer needs and recommend solutions.

• Ability to be flexible and adaptable to changing priorities and deadlines.

• Ability to work effectively in a team environment and across all organizational levels.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

Job ID:

28943