Director of Client Services - Boston, MA

The Director of Client Services is responsible for creating and supporting a sales driven culture within this Boston insurance agency's personal and small commercial service units.  In doing so you'll ensure the use of best practices standards regarding the placement of new clients, retention of existing clients and management of the agency's overall service platform including claims.  You'll report to the president of the agency for a cohesive approach to deliverables that are in line with the agency's overall objectives.  This is a newly created position that completes the trifecta of leadership within the company.  The firm has been built a platform of catering to affluent clientele, so a large portion of the technical aspects of this role will focus in high net worth personal lines and specialty commercial business interests.

Director of Client Services Responsibilities
Work closely with the vice president of sales to continually evaluate the sales and review process and to train and support account managers. 
Supervise account managers, quality control specialists and additional technical staff hires.  Handle recruiting, hiring, training, mentorship and performance reviews for those employees.  Set continuing education expectations, define roles and establish workflows.  Standardize policies, procedures and the utilization of technology in those processes.
Carrier relationship management is hugely important.  Implement and maintain productive relationships with underwriters; address account specific problems and work on agency wide programs with those contacts. Meet volume goals by providing palcement guidance to client managers and producers.
Serve as an extension of the agency at industry and trade events; attend training and seminars led by insurance company partners on new programs, rating systems and procedures that are important to your team's service protocols.
Create and manage the cross-selling program internally between the personal lines and commercial lines divisions.
Director of Client Services Requirements:
At least 7-10 yeas of career experience working in insurance with proven abilities to facilitate culture, teamwork and best practices within a service unit. 
Product experience can be a blend of personal lines and commercial property and casualty but should be equally if not more heavily weighted to high net worth personal lines.  Familiarity with several of the major private client personal lines insurance companies with the ability to learn the appetites, underwriting guidelines and workflows of those carriers as well as several middle market personal lines and commercial lines writers.

Energetic, proactive, organized, sales-focused and a strong communicator.  Able to tackle projects related to staff development. Possess good leadership skills and have a strong coaching mentality.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

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