Salary
💰 $69,500 - $118,000 per year
About the role
- Support driving divisional success by executing strategic initiatives, optimizing processes, and ensuring outstanding customer service and client experiences
- Manage daily workflows, guide team performance, and implement policies that drive client retention, efficiency, and growth
- Ensure high-quality service delivery, monitor key metrics, and promote a culture of accountability and operational excellence
- Guide team members in delivering proactive, personalized, and consistent service experience
- Support feedback collection and escalation processes to ensure timely resolution of client issues and promote long-term satisfaction and retention
- Foster a positive, client-centric culture by modeling accountability, collaboration, and inclusion
- Provide coaching, support skill-building, and promote professional development to strengthen team engagement and performance
- Monitor individual and team performance metrics, identify gaps, and offer real-time feedback and support
- Ensure team adherence to company policies, procedures, and regulatory standards and contribute to risk mitigation practices
- Lead the day-to-day execution of workflow improvements and process enhancements
- Partner with internal stakeholders on initiatives that support client growth, cross-selling opportunities, and market expansion
- Support adoption of operational technologies and tools to drive automation and scalability
Requirements
- Bachelor’s degree in business administration or related field is preferred
- Must currently hold an active property & casualty license
- Minimum o f 3 years of progressive experience in the insurance and/or financial services industries
- Proven experience in managing and supporting teams, implementing process improvements, and driving operational excellence
- Effectively balance leadership responsibilities with individual contributor duties by continuing to service and retain a personal book of business
- Experience supporting business development lifecycle
- Self-motivating and has the ability to motivate others to achieve and excel in a fast-paced, dynamic environment
- Excellent business and people decision-making skills and problem-solving abilities
- Model positive energy and handle stress in the face of challenges, deadlines, and aggressive financial commitments
- Excellent leadership and coaching ability
- Deep understanding of markets, clients, and competitors
- Adept at cultivating and growing productive, long-term customer relationships