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Recently postedFull timeOperations & Project Management

Client Services Team Lead

Globe Life Liberty National Division: Carder AgencyPhoenix, Arizona🇺🇸United States

Quick overview

SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationPhoenix, Arizona, United States
CRMSalesforce

Job description

Lead client services activities for an insurance agency by supporting existing clients, supervising team performance, training new team members, and reporting field activity through a Salesforce-based CRM. The role also supports client growth, task delegation, and relationship development.

Responsibilities

  • Service the existing client base.
  • Supervise team activities and results.
  • Train and develop incoming team members on company systems.
  • Prepare daily reports of field activity using a Salesforce-based CRM.
  • Support client management and growth, training, and leadership development.
  • Prioritize and delegate tasks as appropriate.

Required Skills

  • Client account servicing
  • Client relationship management
  • Team supervision
  • Salesforce CRMCRM reporting
  • Team training
  • Sales
  • Customer service
  • Task prioritization
  • Activity reporting

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