Client Services Intern supporting clerical tasks under supervision at Sanlam Group. Involved in routine clerical support and maintaining records for functional groups.
PL
Hybrid Client Service Manager
Posted 4 months ago
About the role
- Client Service Manager role focusing on delivering excellent service to personal lines clients. Involves using in-depth knowledge to provide recommendations and problem-solving access.
Responsibilities
- Provide an excellent client experience to personal lines clients on all inquiries and questions, primarily via email and phone, and appointments.
- Maintain appropriate documentation in accordance with guidelines.
- Navigate agency management system and rating software with ease and efficiency.
- Provide timely and accurate resolution to all billing related questions.
- Take first reports of claims, when the claims team is unavailable.
- Answer all policy and insurance specific questions in a positive and professional manner.
- Achieve estimated client monthly call goals.
- Actively attempt to upsell/round accounts to meet team goals.
- Answer specific coverage questions that require rating.
Requirements
- 3 years experience preferred
- At Least 1 year of experience in the P&C insurance industry
- High School Diploma/ GED
- Active Massachusetts Property & Casualty Insurance license (must obtain within 2 years of hire)
- Excellent interpersonal and communication skills (both oral and written)
- Proficient with use of Microsoft Office Suite and products
- A passion for being part of a team that drives our company to industry leadership
- Ability to establish and maintain effective working relationships with both peers and clients
- Authorized to work in the U.S. without sponsorship.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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