Provides strategic leadership in driving client satisfaction and business growth across assigned Region’s client service teams
Serves as an advisor to Senior Regional and Executive Leadership while negotiating and implementing changes across their area of responsibility
Leads with a focus on fostering innovation, maintaining competitive market positioning, and increasing revenue
Develops and executes a client service strategy that aligns with the firm’s overarching goals, driving growth, and innovation
Builds and sustains high-performing client service teams by mentoring and empowering leaders to drive performance and innovation
Leads the design and implementation of scalable operations frameworks that ensure consistency, efficiency, and adaptability across regions and markets
Establishes a robust ecosystem of training, workflows, and quality assurance to create a continuous improvement feedback loop that drives operational excellence
Oversees carrier relationships from an operational and systems perspective, ensuring alignment with strategic goals and maximizing efficiency in service delivery
Leverages deep market insights to maintain a competitive edge, fostering strong partnerships with clients and carrier markets while identifying emerging opportunities
Partners with the Integration Team for acquisitions, ensuring seamless client experiences and operational continuity
Drives strategic oversight of service center books of business, ensuring alignment with client strategy and retention goals
Fosters a culture of continuous improvement and innovation within the client service teams
Acts as a change agent to ensure client service teams can successfully pivot to meet short and long-term business goals
Champions use of analytical frameworks to identify growth opportunities and establish / monitor Key Performance Indicators (KPIs) to drive informed business decisions for service process and procedure improvements
Establishes the firm as an industry leader by staying ahead of market conditions, trends emerging technologies, and provides recommendations to senior leadership for improvements
Ensures all service activities comply with industry regulations and internal policies
Performs other projects, duties, and tasks, as assigned.
Requirements
High school diploma or equivalent
Bachelor’s degree in business administration, finance, or related field
A Property and Casualty License from state of domicile is required must be maintained
Minimum of 12 years’ client service experience in the insurance industry, including client delivery, claims management, and policy administration with a focus on Personal Lines of coverage
Minimum of 10 years’ progressive leadership experience in operations and business development within the insurance brokerage or financial services industry
Experience with ImageRight, AMS360, and Vertafore preferred
In-depth knowledge of industry regulations, compliance requirements, and best practices
Proven leadership and managerial skills
Exceptional problem-solving and decision-making abilities
Excellent written and verbal communications skills
Proficient skills in Microsoft Office (primarily Excel and Word)
Must be computer literate with the ability to learn new software applications
Demonstrated ability to think ahead and plan over a 1–2-year timeframe
Strong ability to listen, discern, prioritize, and negotiate with clients and insurance carrier representatives based on a deep understanding of relevant issues.
Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation
Ability to travel as required
Expertise in insurance CRM systems, with the ability to lead and optimize workflow development.
Benefits
Competitive pay
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
401K
Employee assistance programs
Paid time off
Paid holidays and more
Career advancement and development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.