The Client Service Operations Leader is a multi-faceted role that may still be developed around the unique skill set an individual brings to the table. The insurance brokerage's Atlanta operations are led by the joint efforts of this person who oversees all client management teams and the sales leader who manages business development. The one aspect that is critical to begin defining this role is prior team leadership experience within an insurance agency so that you can make a more immediate impact tackling projects related to portfolio management, client retention, workflows and general operational strategies.
Client Service Operations Leader Responsibilities
Leadership- Be involved in employee management and Human Resources functions including recruiting, training and staff development. Institute policies concerning workplace protocol, set performance guidelines and accountability measures and review hiring procedures. Could involve budge preparation, market development and company branding.
Operations- Participate in the planning and execution of the company's business initiatives. Can include working with the sales and service unit managers on assignment of teams. Can include implementation of new technologies to more efficiently track data and achieve client service goals. May also focus on internal review of policies and procedures- audits, best practices, compliance and reporting.
Company leadership- Work closely with the executive team on a host of leadership duties. This can include fostering an environment of continual improvement, identifying corporate communication strategies, forecasting long range company plans, managing certain financials, establishing internal meetings and attending industry events as a representative of the firm.
Client Service Operations Leader Requirements
At least 7-10 years of property and casualty insurance experience; retail agency experience is required. Must have client service team leadership experience.
Particular emphasis in recent roles must include employee development, organizational management, marketing, client deliverables and technology utilization.
Please contact Scott Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.
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