Client Service Manager

Manage client service and team operations for an insurance agency. Responsibilities include servicing existing clients, monitoring team activity, training new team members, reporting field activity through a Salesforce-based CRM, and supporting client growth and relationship development.

Responsibilities

• Service the existing client base and support client growth.
• Supervise team activities and results.
• Train and develop incoming team members on established systems.
• Report daily field activity using a Salesforce-based CRM.
• Prioritize tasks and delegate responsibilities when appropriate.
• Build client relationships and participate in the community.

Required Skills

• Client relationship management
• Salesforce CRMCustomer service
• Sales
• Team supervision
• Team training
• Activity reporting
• Task prioritization
• Delegation
• Client growth