About Us:

At Richard Dean Insurance, we pride ourselves on delivering top-tier insurance solutions and exceptional service to our clients. Our commitment to excellence extends to our team, where we cultivate a supportive and dynamic work environment. We are currently seeking a dedicated Customer Service Manager to lead our service team, enhance client satisfaction, and uphold our high standards through strong leadership and effective management practices.

SERVICE MANAGER (On-Site, Location Manager)

The Service Manager will be responsible for overseeing the customer service team, ensuring high levels of customer satisfaction, and managing day-to-day operations. This role requires a dedicated leader with a deep understanding of the insurance industry, a passion for customer service, and the ability to develop a high-performing team that delivers exceptional client experiences.

Salary Range: $70,000.00 - $100,000.00 per year

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Health Wellness Benefit

Accrued Paid Time Off

Licensing Paid By Employer

Qualifications:

• Must hold a 4-40 or 2-20 General Lines Agent license. Must obtain the 2-20 license within 6 months of employment.
• Proven experience in service leadership, with a strong track record of achieving high customer satisfaction.
• Excellent leadership, communication, and interpersonal skills.
• Possesses a positive attitude and a client-first mindset.
• Strong analytical skills with the ability to interpret service data and make data-driven decisions.
• Ability to motivate and inspire a service team to perform at their best.
• Proficient in insurance software, CRM systems, and Microsoft Office Suite.

Key Responsibilities:

Customer Service Leadership and Team Management:

• Lead, coach, and develop a team of customer service representatives to provide outstanding service.
• Conduct regular team meetings to review performance, discuss strategies, and provide training.
• Set individual and team service goals in alignment with overall agency objectives.

Service Strategy and Execution:

• Develop and implement effective service strategies to enhance client satisfaction and retention.
• Analyze customer feedback and industry trends to adjust service tactics and strategies.
• Identify opportunities to improve service processes and increase overall client engagement.

Performance Monitoring and Improvement:

• Track and analyze service metrics to assess team performance and identify areas for improvement.
• Provide regular feedback and coaching to service representatives, helping them overcome challenges and achieve their goals.
• Ensure adherence to company standards, compliance requirements, and customer service protocols.

Client Relationship Management:

• Oversee the management of client accounts, ensuring timely and accurate processing of policies, claims, and service requests.
• Collaborate with the sales team to ensure a seamless transition from sales to service, and to address any client concerns.
• Monitor client satisfaction and proactively address any issues or concerns to enhance client loyalty.

Professional Development:

• Provide ongoing training and development opportunities for the service team to enhance their skills and knowledge.
• Stay informed about industry trends, products, and best practices to ensure the team remains competitive.
• Foster a culture of continuous improvement and professional growth within the service team.

Collaboration and Reporting:

• Work closely with the EA and Operations Manager to align service goals with overall agency objectives.
• Prepare and present service reports, client feedback, and performance updates to management.
• Participate in strategic planning sessions to contribute to the agency’s growth and success.

Office Maintenance:

• Ensure the office is well-maintained and adequately stocked.

Richard Dean Insurance opened in 2019 and has been a top performing agency in the Lakewood Ranch and Venice area. Richard has been in the insurance industry for nearly 20 years, has a wide knowledge of the Florida insurance market and prides himself in educating his staff and clients while providing remarkable service. Richard Dean Insurance also offer a comprehensive training program for individuals who are looking to make a career change. We partner with many insurance carriers while providing an exceptional place to work. We compensate employees based on their hard working efforts because we realize that our success depends on the efforts of every member within our organization. We understand that it is our responsibility to provide an education to our staff and clients that encourages security and peace of mind.