Client Services Manager Jobs

Client Services Manager

My client, an Insurance & Financial Services Company in midtown Toronto is actively looking for a Client Services Manager to help run both their individual and corporate clients groups with a strong eye for attention to detail, excellent organizational skills and exceptional communication skills. Keller Group’s offerings include Life Insurance, Investments, Living Benefits planning, and Corporate Group Health, Dental, & Wellness Solutions.

As the Client Services Manager, you will have the opportunity to take ownership of the administrative and client service function of a growing business while working closely with the owner of the company. As the main point of contact for all client needs, you will work in conjunction with Keller Insurance Group’s business associates, the MGAs, and Insurance Carriers to establish strong relationships and solution oriented operating practices in order to deliver a great customer experience.

Primary role responsibilities include:

●Actively manage new and existing client action items, inquiries, and requests. Anticipating challenges, timeline constraints and other client specific variables before they happen.

●Communicate with clients and insurance providers by email and phone, address concerns and follow through to completion.

●Process client requests and applications, monitor notices from insurance providers, update and maintain accurate records in the database.

●Consult regularly with the owner regarding priorities, scheduled tasks, projects to be completed, actions taken, and actions needed - follow up and follow through as required.

●Providing calendar management and organizational assistance as needed.

●Support with client meetings - manage schedule, prepare presentations, marketing material, quotes, spreadsheets and new client files.

●Own the onboarding and implementation of Group Benefit clients. Advise Plan administrators on administrative best practices and due diligence. You will set expectations as well as anticipate pain points and future needs.

●Assist and act as a liaison between the owner and the MGA at time of renewals and during the marketing (quoting) process of new and existing Group Clients.

●Support Group Clients with administration of the plan and inquiries as needed. This includes but is not limited to assisting with enrolments, terminations, employee changes, and other general inquiries. Additionally, you will take the lead on escalations and urgent requests such as claims issues, billing discrepancies, plan changes and urgent client/member matters.

●Assist in the preparation of Individual Business Client meetings by preparing quotes and organizing client data for record keeping/management.

●Prepare application prep including compliance documentation and other paperwork as required. Set up the necessary requirements for Daniel to easily facilitate a smooth and efficient application experience for the client. Order medicals and assist with other requirements as needed.

●Submit application documentation to MGA. Acting as the liaison communicating updates and requirements to Daniel and the client as they move through the underwriting process.

●Upon acceptance, process new Individual Business and prepare policies for delivery.

●Maintain client records ensuring they are accurate and up to date. This Includes contact information, pertinent policy information and records, action items, and follow up requests.

●Assist in the assessment of various technologies to automate and streamline operational processes to enhance the overall client experience.

Requirements:

●Experience working in a professional services environment directly liaising with clients

●Task oriented and an excellent can do attitude

●Strong attention to detail and excellent organizational skills with the ability to prioritize effectively

●Exceptional oral and written communication skills

●Strong decision-making ability with the ability to run with things

●Tech-savvy, with the ability to learn new systems, tools and processes

●Technically proficient with Microsoft Office 365 including MS Office, Word, Outlook, Excel and PowerPoint

●Proficiency with social media platforms, CRM and Project Management software

●Prior experience working in Life Insurance or other Financial Services is an asset

Compensation:

●Base salary from $55-60k

●Hybrid of 1-2 days in the office to start with the opportunity for more remote work

●Health spending account

●Vacation