Client Services Manager

Experior Financial Group

Client Services Manager at Experior Financial Group leading and enhancing client services operations. Focused on operational excellence, automation, and team performance in the life insurance sector.

Posted 7/17/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 CA$75,000 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in life insurance policy servicing, operational management, and team leadership, with a focus on process improvement and compliance. Proficient in developing SOPs, managing KPIs, and utilizing technology solutions to enhance service delivery.

Highest-signal resume keywords

Life Insurance Policy ServicingLeadership ExperienceOperational Transformation InitiativesWorkflow Automation ToolsKPI Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy MaintenanceOperational ReportingSOP DevelopmentData-Driven Decision-MakingPerformance ReviewsCapacity PlanningService StrategiesQuality Assurance StandardsCompliance ManagementAI Technologies

Soft Skills

Analytical SkillsProblem-SolvingDecision-MakingOrganizational SkillsProject Management

Tools & Technologies

Business Intelligence ToolsDashboardsWorkflow Automation Tools

Industry Keywords

Insurance OperationsFinancial ServicesWealth ManagementCarrier RequirementsClient Services

About the role

Key responsibilities & impact

Lead, coach, and develop the Client Services team through hiring, onboarding, training, performance reviews, development planning, and employee engagement initiatives
Develop annual departmental goals, workforce plans, service strategies, and operational roadmaps aligned with corporate objectives
Oversee all policy servicing functions including AOR changes, Letters of Direction, ownership changes, beneficiary changes, carrier transfers, orphan policy management, and policy maintenance requests
Monitor workloads, staffing requirements, and capacity planning to ensure service levels are maintained during periods of growth
Serve as the primary escalation point for complex servicing issues, carrier concerns, agent complaints, and cross-functional operational challenges
Build strong carrier relationships and collaborate on improvements that enhance the client and agent experience
Partner with Contracting, New Business, Commissions, Broker Support, Compliance, IT, Accounting, and Leadership teams
Develop, document, and maintain SOPs, workflows, training materials, knowledge articles, and carrier reference guides
Lead process improvement initiatives focused on reducing cycle times, increasing accuracy, and improving scalability
Identify, evaluate, and implement AI, automation, and technology solutions that improve efficiency and service delivery
Establish quality assurance standards, audit completed work, identify trends, and implement corrective actions
Ensure compliance with carrier requirements, privacy regulations, and company policies while mitigating operational risk
Utilize dashboards, reporting, and business intelligence tools to support data-driven decision-making
Create agent education resources and communication processes designed to reduce servicing errors and incomplete submissions
Provide executive leadership with KPI reporting, recommendations, forecasts, and strategic initiatives

Requirements

What you’ll need

5 - 7 years of progressive experience in life insurance, insurance operations, wealth management, or financial services operations
3+ years of leadership or management experience
Strong knowledge of life insurance policy servicing practices and carrier requirements
Experience managing KPIs, SLAs, operational reporting, and team performance
Experience leading operational transformation initiatives
Experience with workflow automation tools and AI technologies
Knowledge of multiple carrier servicing requirements and procedures
Excellent written, verbal, organizational, and project management skills
Strong analytical, problem-solving, and decision-making capabilities
Experience developing SOPs and operational documentation
Must reside and be authorized to work in Canada.

Benefits

Comp & perks

Competitive compensation and a comprehensive total rewards package
Employee group savings program
Group benefits coverage (health, vision, dental, disability, and life insurance)
Access to mental health supports and an Employee Assistance Program
Ongoing training and development to help you grow your skills
Opportunity to work alongside experienced industry professionals and leaders
Collaborative, supportive team environment where your contributions are recognized and valued
Culture built on integrity, respect, and continuous improvement