Client Services Manager
Listed on 2026-08-15
-
Insurance
Insurance Sales -
Finance & Banking
Insurance Sales
Client Services Manager
- Galleria Area
Provide assistance to our organization's clients and prospects.
Receive calls and emails from clients and advisors and will regularly contact clients through electronic, written, and verbal means.
Discuss the client's life insurance portfolio, answer questions and provide paperwork and documentation for any requested changes.
Obtain current and accurate policy information by way of carrier website or via verbal or email communication with the carrier.
Developing strong relationships with carrier personnel is expected and encouraged.
Handle client complaints and provide resolutions.
Proficient in Microsoft Office Suite programs, especially Excel, Word and Power Point
Prior experience with an insurance carrier
Experience with CRM system such as Smart Office or Salesforce
Adept at research practices
Strong communication skills
Good mathematical skills
Critical and analytical thinker
Ability to work with sensitive and confidential data
Requirements:
Bachelor's degree in risk management or finance-related field
FINRA Series 6 and 63 securities licensed (strongly preferred)
Insurance experience (Life)
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).