Commercial Lines Client Services Manager - Assured Partners

Overview

The Commercial Lines Client Services Manager is responsible for developing, implementing, and managing client service plans to ensure exceptional service delivery and client satisfaction. This role requires a strategic thinker who can collaborate with internal teams, leverage technology, and drive continuous improvement to enhance the overall client experience.

The Ideal Candidate

• You have an analytical mind with the ability to evaluate and think critically.
• You value excellent customer service and are a good communicator and problem solver.
• You are a team player and want to work with an excellent group of people.

If this sounds like you, we invite you to keep reading and apply!

What You'll Do

Essential Duties and Responsibilities

Please note that the duties below can vary based on the workflow of your local office.

• Develop and implement client service plans and strategies to align with the company's business objectives and meet client needs and expectations.
• Collaborate with cross-functional teams, including sales, marketing, operations, and product development, to gather insights and feedback to inform client service initiatives.
• Conduct regular reviews and assessments of client service processes, identifying areas for improvement and implementing best practices to enhance service delivery.
• Monitor client satisfaction metrics and feedback, analyzing trends and identifying opportunities to enhance the client experience.
• Serve as a liaison between clients and internal teams, addressing client inquiries, concerns, and escalations in a timely and professional manner.
• Develop and maintain strong relationships with key clients, serving as a trusted advisor and advocate for their needs and priorities.
• Lead strategic projects and initiatives aimed at improving client service delivery, driving operational efficiency, and enhancing client satisfaction.
• Develop and implement client communication strategies, including newsletters, updates, and surveys, to keep clients informed and engaged.
• Train and mentor client services team members, providing guidance and support to ensure high-quality service delivery and client interactions.
• Stay informed about industry trends, regulatory changes, and best practices in client services, continuously seeking opportunities to innovate and improve.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

What You'll Need

Qualifications  

• Bachelor's degree in business, marketing, or a related field; relevant certifications or advanced degrees preferred.
• 5+ years of related experience.
• Appropriate securities licenses/designation or willingness to obtain within a specific timeframe.
• Strong understanding of wealth management products, investment strategies, financial planning concepts, and regulatory requirements.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients, team members, and advisors.
• Proficiency in wealth management systems and CRM software.

Grow, with us

Joining AssuredPartners offers you the opportunity to excel at one of the fastest growing independent companies in the industry. You will experience collaboration with a team that places value in our collective vision and culture of community, respect, and trust. While being encouraged to promote innovative ideas, you will be provided the support to make those ideas a reality. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees to learn and mentor with top leadership for continued professional and personal development. AssuredPartners is committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger! You can learn more about our career paths and support for DEI initiatives here: https://www.assuredpartners.com/Careers.