Small Business Client Service Manager
About the Company
The organization operates within the risk management and insurance industry, addressing the challenge businesses face in managing risk effectively. It provides a digital ecosystem of client-focused consulting tools and advanced data analytics to offer comprehensive risk landscape insights. The organization supports businesses by improving their risk profiles, enabling them to grow and innovate with confidence. Its culture emphasizes teamwork, integrity, and a commitment to ethical practices, fostering an environment where employees can take ownership of their careers and contribute meaningfully to the businesses served.
About the Role
The Small Business Client Service Manager will play a key role in delivering exceptional customer service remotely within the small business division. This position is responsible for managing client relationships, leading the renewal process, and driving business retention and growth through additional service sales. The role significantly impacts client satisfaction and risk management by mentoring team members, ensuring compliance, and maintaining accurate client information. It is critical for enhancing the client experience and supporting the organization’s business objectives.
Responsibilities
- Lead the renewal process to deliver timely, high-quality solutions to clients
- Retain existing business and promote additional services and coverage lines
- Build and maintain relationships with primary clients and daily client contacts
- Guide team members in consultative risk management conversations
- Mentor Client Service team members through feedback and development
- Perform periodic audits to ensure compliance and service standards
- Maintain accurate client and policy data within the organization’s system
- Utilize organizational technology to enhance productivity and quality
- Manage multiple priorities effectively
Requirements
- Bachelor’s degree with at least 1 year of client service or claims management experience, or High School diploma/GED with 3 years of relevant experience
- Property and Casualty Insurance License
- Proficiency in Microsoft Office
Compensation
Compensation will be determined based on the candidate’s experience, skills, and other relevant factors.
Benefits & Perks
- Medical, dental, and vision plans starting from day one
- Life and accident insurance
- 401(K) and Roth options
- Health and flexible spending accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (varies by office and role)
- Training programs
- Wellness program with challenges, workshops, and fitness initiatives
- Charitable matching gift program
Equal Opportunity Statement
Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.
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