Client Service Director overseeing service and performance of insurance teams in Southern California. Managing relationships with insurance carriers and ensuring high-quality client service delivery.
Responsibilities
The Client Service Director (CSD) is a critical leadership position across all Lines of Business at HUB SoCal.
This role in the SoCal Region provides service oversight for one or more High Performing Teams (HPTs).
Works closely with Producers to ensure the High Performing Teams (HPTs) are effective and hit desired long-term outcomes.
Manage, support, and coach team members to ensure they are performing effectively.
Utilize data analytics capabilities to identify and understand any root cause issues.
Partner with the PL/CL/EB Practice Leader to ensure book sizes are optimized across the teams.
Cultivate and sustain strategic relationships with insurance carrier partners.
Requirements
Minimum 7 - 10 years of insurance brokerage experience, preferably in Commercial Lines.
Minimum 3-5 years of leadership experience in the insurance industry managing a department or branch.
Proficient with computer systems, including but not limited to Microsoft Office and EPIC.
Industry designation (e.g., CPRIA, CPCU, CIC) considered an asset.
Client Services Associate assisting clients and patients with inquiries at Guardant Health. Delivering exceptional support and managing communication with a focus on professional relationships.
Manager for Client Services at Bank of America enhancing strategic initiatives in performance management. Collaborating with stakeholders to drive growth and improve client engagement across services.
Business Control Specialist responsible for change and issues management in Client Services. Driving compliance and collaboration with stakeholders in the Consumer Client Services organization.
Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
Client Service Representative at VCA Animal Hospitals providing customer service and supporting patient care in Yucca Valley and 29 Palms locations. Handling appointments and client communications effectively.
Customer Service Analyst at Agrometrika preparing and automating functional tests and ensuring data integrity. Collaboration with internal teams to enhance clients' analysis routines.
Client Services Specialist at Fiserv providing technical support for SMB merchant clients in a call center environment. Collaborate with sales teams to improve client satisfaction and revenue growth.
Client Service Representative assisting customers with their banking transactions. Engaging clients to connect them with the right services and products at CIBC.
Registered Client Service Associate supporting financial advisors at Ameriprise Financial. Assisting with client service and portfolio management responsibilities while enhancing client relationships.
Direct Client Service Specialist I at Vermont DMV managing daily mail operations and providing customer service. Requires strong attention to detail and independent decision - making within the Montpelier office.