Insurance Agency Operations & Client Service Manager (10188)

About the Role

An insurance agency in Boston seeks an experienced commercial property and casualty insurance professional to manage their non-sales operations. As Insurance Agency Operations and Client Service Manager, you’re involved with initiatives that help the agency grow its client base, achieve a high level of retention, and operate efficiently behind the scenes to ensure consistent and seamless service delivery.

Duties & Responsibilities

• Manage account managers, coordinators, and other support staff
• Provide expertise and guidance on complex and/or escalated service, renewal, and marketing issues
• Be involved with hiring, training, mentoring, employee development, and career pathing
• Audit files, monitor workflows, assign clients/books of business, and allocate accounts to the appropriate account rep based on account complexity, size, and capability
• Operational efficiencies, reporting, compliance, and technology utilization
• Work closely with external partners and insurance company underwriters on the latest products and market trends

Skills & Experience

• Strong commercial property and casualty foundation in areas related to this job- client service, marketing, underwriting, etc.
• Minimum two (2) years of prior supervisory/management experience

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm). We work nationally with expertise that spans top executives, middle management and technical level positions. We are committed to providing recruiting services of the highest degree of confidentiality, professionalism and integrity.