About the Role
An insurance agency in Boston seeks an experienced commercial property and casualty insurance professional to manage their non-sales operations. As Insurance Agency Operations and Client Service Manager, you’re involved with initiatives that help the agency grow its client base, achieve a high level of retention, and operate efficiently behind the scenes to ensure consistent and seamless service delivery.
Duties & Responsibilities
- Manage account managers, coordinators, and other support staff
- Provide expertise and guidance on complex and/or escalated service, renewal, and marketing issues
- Be involved with hiring, training, mentoring, employee development, and career pathing
- Audit files, monitor workflows, assign clients/books of business, and allocate accounts to the appropriate account rep based on account complexity, size, and capability
- Operational efficiencies, reporting, compliance, and technology utilization
- Work closely with external partners and insurance company underwriters on the latest products and market trends
Skills & Experience
- Strong commercial property and casualty foundation in areas related to this job- client service, marketing, underwriting, etc.
- Minimum two (2) years of prior supervisory/management experience