We are seeking an experienced Insurance Customer Service & Sales Manager to lead a dedicated team focused on delivering exceptional service to clients while driving sales growth.

In this role, you will be responsible for overseeing daily operations to ensure the seamless delivery of services such as policy management, claims processing, and client inquiries. You will work closely with your team to meet customer needs, deliver tailored solutions, and exceed customer expectations. Additionally, you will play a key role in providing training and development to staff, ensuring they are equipped to deliver outstanding client support.

The ideal candidate will bring a solid background in the insurance industry, a passion for customer satisfaction, and the ability to drive sales through understanding and addressing client needs.

Benefits

Flexible Schedule

Career Growth Opportunities

Mon-Fri Schedule

Minimum of 2 years of experience in the insurance industry, with at least 1 year in a managerial capacity.

A minimum of 10 years of experience in customer service, with a proven track record in leadership and team management.

Exceptional leadership, communication, and interpersonal skills, with the ability to drive performance and cultivate a culture of excellence.

Demonstrated ability to motivate and develop a team, fostering a collaborative and high-performing environment.

Active insurance license.

Fluency in Spanish is highly preferred.

Client-Focused Team Leadership & Development: Lead and inspire a team of customer service representatives and sales professionals, fostering a positive, collaborative, and results-oriented environment. Provide continuous coaching and training to empower team members to deliver exceptional service and meet client needs while ensuring ongoing professional development.

Client Service Excellence: Ensure the team efficiently handles customer inquiries, policy changes, payments, and claims processing, maintaining the highest levels of accuracy, responsiveness, and customer satisfaction. Monitor and enhance service quality, striving to exceed client expectations while optimizing operational workflows.

Client-Centered Sales Strategy: Guide the team in marketing and selling insurance products that meet the unique needs of potential clients. Ensure that team efforts align with company sales objectives while delivering tailored, accurate coverage recommendations that enhance the customer experience.

Operational Efficiency & Compliance: Oversee day-to-day operations, ensuring adherence to industry regulations and maintaining accurate customer records. Implement process improvements that streamline operations and enhance client service delivery.

Training & Licensing Support: Provide comprehensive support to team members in their professional development, including helping with licensing processes and ensuring they are equipped with the knowledge and skills to succeed in their roles and meet customer needs effectively.