High Net Worth Manager – Service Manager

## High Net Worth Manager – Service Department

[Apply](https://goosehead.wd5.myworkdayjobs.com/en-US/Careers/details/High-Net-Worth-Manager—Service-DepartmentJR101040-1/apply?locations=4785821646a1100fb3a07dc22b790000andt=wandutmsource=ExtNetandutmmedium=Yextandysource=1MTQ4MjQ4NDEtNDgzLWxvY2F0aW9uLndlYnNpdGU=){height=”40″}

locations
: Westlake

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time type
: Full time

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posted on
: Posted Yesterday

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job requisition id
: JR101040

Working at Goosehead

Weve worked hard to earn the trust of our clients, so were more than a bit selective when it comes to hiring new people. If you think you have what it takes to grow with our company, we would love to meet you.

Position Overview:

We are currently seeking a skilled and proactive Customer Service Manager to lead our dedicated High Net Worth team focused on providing exceptional service to our VIP clients. This pivotal role demands a seasoned professional with extensive experience in the PandC Insurance industry, a strategic mindset, and outstanding leadership capabilities.

Key Responsibilities:

– Lead and mentor a team of VIP Client Representatives, ensuring high standards of service delivery and client satisfaction.
– Develop a team to cultivate and nurture strong relationships with VIP clients.
– Collaborate effectively with cross-functional teams to address complex client needs and enhance overall client experience.
– Develop and implement strategic initiatives to optimize client retention and satisfaction among VIP clientele.
– Monitor team performance metrics and KPIs, driving continuous improvement and operational efficiency.
– Stay ahead of industry trends and developments to provide informed advice and solutions to VIP clients.
– Prepare comprehensive reports and presentations for senior management, detailing VIP client engagement and team performance.
– Collaborate directly with carriers to provide solutions to our VIP clientele.

Qualifications:

– Active General Lines Property and Casualty license.
– Bachelors degree in Business Administration, Insurance, Finance, or a 8 years in related field.
– Proven track record (5 years) of success in managing a team of agents who handle VIP clients within the Property and Casualty Insurance industry.
– Experience (2 years) collaborating with Property and Casualty insurance carriers.
– Strong leadership acumen with the ability to inspire and motivate a team towards achieving organizational goals.
– Exceptional interpersonal and communication skills, with the ability to build rapport and trust with VIP clients, stakeholders, and carriers.
– Analytical mindset with proficiency in data analysis and reporting.

Preferred Qualifications:

In addition to the qualifications and preferred skills listed above, candidates who possess the following attributes or experiences may stand out:

– Proven Track Record in leading teams with high Client Retention: Demonstrated success in developing and executing strategies that significantly enhance client retention rates within the PandC Insurance sector, supported by measurable results and client testimonials.
– Experience in Team Training and Development: Hands-on experience in training and developing high-performing teams, particularly in client management or service delivery roles, fostering a culture of excellence and continuous improvement.
– Innovative Approach to Client Engagement: Experience in leveraging innovative technologies or methodologies to enhance client engagement, streamline processes, and deliver personalized service solutions to VIP clients.
– Cross-Functional Collaboration Skills: Proven ability to collaborate effectively with diverse cross-functional teams, influencing stakeholders at all levels of the organization to achieve collective goals and drive business growth.

Benefits:

– High quality health, vision, disability, and dental insurance programs
– Company paid Life and ADD insurance policy provided to all employees.
– 401(k) plan; Goosehead matches employee contributions up to 3% of total income.
– Goosehead is a publicly traded company (NASDAQ: GSHD) and offers an Employee Stock Purchase Plan at 5% discount.
– Full-time employees are awarded six paid sick days each calendar year related to physical or mental health.
– Two weeks of paid vacation per year; after three years with the company, your vacation entitlement will increase to three weeks paid per year.

Salary Range

– Mid-Level to Senior-Level (5-10 years of experience)
– Salary range: $100,000 – $150,000 per year depending on experience.

Working Conditions/ Physical Demands:

Frequent keyboarding is required, using hands to finger, handle, or feel. Specific vision abilities this job requires include close vision and the ability to adjust focus. Daily tasks require using a headset to talk on the phone. You may spend up to 8 hours daily sitting and occasionally moving throughout the facility. Regular use of communicating via Microsoft Teams, email, and telephone. This is an in-office position. Weekend work will be required on occasion.

Equal Employment Opportunity

– Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.

If you like wild growth and working with happy, enthusiastic over-achievers, youll enjoy your career with us!