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Client Services Manager - $130k+

  • Full Time, onsite
  • Feldspar & Flint
  • Greater Birmingham, United States of America
Salary undisclosed

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Feldspar & Flint is a NYC metro-based Recruiting firm dedicated to identifying and providing exceptional candidates to meet the specific needs of our clients.

Our client is looking for a Manager of Client Services who will work with internal and external teams to oversee daily insurance operations and enhance customer experience. This role ensures that Objectives and Key Results (OKRs) and Key Performance Indicators (KPIs) are met.

Key Responsibilities:

  • Support daily operations to meet customer and management expectations.
  • Monitor and manage service level agreements (SLAs) with third-party administrators (TPAs) and key vendors.
  • Collaborate with Compliance, IT, and TPAs to document and improve insurance business processes.
  • Work with sales and marketing teams to implement campaigns and support distribution.
  • Create and maintain management reports to track progress towards OKRs and KPIs.
  • Provide regular updates to the executive team.
  • Manage client relationships and key vendors.
  • Serve as Data Privacy Steward, supporting the Chief Privacy Officer to ensure data protection.
  • Oversee a small team of operations professionals as needed.

Qualifications:

  • 5+ years in a leadership role.
  • 5+ years in annuity business processes.
  • Experience with direct customer interaction and cross-functional teams.
  • Strong business acumen in the annuity sector.
  • Proven leadership and communication skills.
  • Ability to analyze complex information and manage risk.
  • Proficiency in Excel, Word, and PowerPoint.

Skills:

  • Exceptional verbal and written communication abilities.

Feldspar & Flint is a NYC metro-based Recruiting firm dedicated to identifying and providing exceptional candidates to meet the specific needs of our clients.

Our client is looking for a Manager of Client Services who will work with internal and external teams to oversee daily insurance operations and enhance customer experience. This role ensures that Objectives and Key Results (OKRs) and Key Performance Indicators (KPIs) are met.

Key Responsibilities:

  • Support daily operations to meet customer and management expectations.
  • Monitor and manage service level agreements (SLAs) with third-party administrators (TPAs) and key vendors.
  • Collaborate with Compliance, IT, and TPAs to document and improve insurance business processes.
  • Work with sales and marketing teams to implement campaigns and support distribution.
  • Create and maintain management reports to track progress towards OKRs and KPIs.
  • Provide regular updates to the executive team.
  • Manage client relationships and key vendors.
  • Serve as Data Privacy Steward, supporting the Chief Privacy Officer to ensure data protection.
  • Oversee a small team of operations professionals as needed.

Qualifications:

  • 5+ years in a leadership role.
  • 5+ years in annuity business processes.
  • Experience with direct customer interaction and cross-functional teams.
  • Strong business acumen in the annuity sector.
  • Proven leadership and communication skills.
  • Ability to analyze complex information and manage risk.
  • Proficiency in Excel, Word, and PowerPoint.

Skills:

  • Exceptional verbal and written communication abilities.