Client Services Manager – Personal Lines Insurance

Ranked Top 100 Property/Casualty Independent Agencies in the US for 2023

Annual bonus eligibility

No weekends required – great work/life balance

Dedicated Claims Specialist

We are looking for someone who will:

Hires, trains and manages the Account Management/Client Services staff.

Develops workflows and processes for delivery of client services at consistently high levels.

Establish and communicate service metrics, monitor and analyze results and implement appropriate changes.

Identifies any existing gaps in client service processes and procedures, recommend and document solutions to increase efficiency and optimize delivery of client services.

Provides reports on department’s annual budget (headcount plan, expenditures associated with rewards and recognition as well as licensing and CE for staff) to leadership. Manage expenses to an established budget/plan.

Enhances the efficiency and quality of service delivery through effective coordination and communication across disciplines and departments.

Communicates the agency’s service offerings, value-added services and values to prospective and existing clients, consultants and future workforce.

Provides engagement oversight, including developing knowledge of client environment and ensuring the expectations of external client as well as internal partnerships (Producers, Accounting, and support areas) are met or exceeded.

Meets regularly with Account Management team members to understand and act upon engagement opportunities, challenges/obstacles, and performance metrics.

Provides ongoing oversight, direction and development opportunities to the team, as well as coaching and progressive disciplinary process.

Develops and maintains partnerships with internal colleagues to ensure effectiveness and efficiency of Account Management Team leading to the overall success of the Agency.

Participates in industry meetings, create and maintain external relationships with brokers and company representatives.

Meets or exceeds performance goals for client and employee satisfaction and retention.

Why Join AAA Club Alliance and the Energy Insurance team?

A competitive salary, depending on experience.

FREE AAA membership.

401(k) plan with company match up to 7%

3 weeks of Paid Time Off

8 Paid Company Holidays

Medical, Dental, Vision and Prescription coverage

FREE Life Insurance.

Do you have what it takes?

Please Note: This is an in-office position. Candidates must live within a commutable distance from either our Cincinnati, OH or Lexington, KY offices.

Bachelor’s degree preferred.

7 years of experience working in the insurance industry, ideally within a service capacity.

5 years of management or supervisory experience.

Active Property & Casualty insurance license

Proficiency in Microsoft Word, Excel, PowerPoint, Outlook

AAA Club Alliance (ACA) is an equal opportunity employer.

Our investment in Diversity, Equity, and Inclusion:At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals, regardless of race, color , gender, identity, veteran status, sexual orientation, physical ability or national origin, to apply.

Job Category:

Insurance