Client Service Manager

Job Description

Welcome to DG Agency
, where building lasting relationships is at the heart of everything we do. Located in vibrant Cincinnati, Ohio, we're a dedicated team focused on providing exceptional service and peace of mind to our clients. We believe that great service isn't just about answering questions; it's about truly understanding people's needs and offering support that makes a real difference. As our Client Service Manager, you'll be the friendly voice and trusted advisor for our valued clients.

You'll have the chance to nurture these relationships, ensure their insurance plans align perfectly with their lives, and be a key player in their ongoing success with us. If you have a passion for helping others and thrive on creating positive client experiences, you'll find a welcoming and rewarding home here at DG Agency. Come join a team that values your dedication and celebrates your success!

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Serve as the primary point of contact for a portfolio of clients, ensuring their needs are met with a high level of satisfaction.

Develop and maintain strong, long-lasting relationships with clients by understanding their evolving insurance needs.

Proactively identify opportunities to enhance client coverage and provide tailored solutions.

Manage client inquiries, issues, and requests efficiently and effectively, acting as a client advocate.

Collaborate with the sales and underwriting teams to ensure seamless client onboarding and policy servicing.

Keep client records accurate and up-to-date in the CRM system.

Provide ongoing support and guidance on policy details, claims processes, and coverage adjustments.

Minimum of 5 years of experience in client service within the insurance industry.

Demonstrated success in managing client relationships and retention.

Excellent communication, interpersonal, and problem-solving skills.

Proficiency in CRM software and insurance policy management systems.

Ability to handle sensitive client information with discretion and professionalism.

Familiarity with various insurance products and regulations.