Manager, Client Services in Fort Lauderdale, FL

$100K - $150K(Ladders Estimates)

BenefitMall   •  

Fort Lauderdale, FL 33301

Industry: Finance & Insurance


5 - 7 years

Posted 34 days ago

The Role:

Monitor and enhance the performance of the Account Executive (AE) Team in the areas of productivity, customer satisfaction, and employee development. Implement the strategies and initiatives of the Benefits Service Organization and ensure delivery of best-in-class care and retention of customers assigned to the AE team.


  • Manage AE team execution - monitor and optimize performance, workload and employee success
  • Guide and coach AE's to deliver great customer experiences through a strong understanding of their customer's portfolio, needs, expectations and pain points
  • Manage and optimize business results through data insights and strong customer knowledge
  • Develop and provide to leadership – regular reporting and analysis of team metrics, challenges, successes and key actions. Provide recommendations for improvements.
  • Step in and assist AE's resolve cases when needed
  • Develop policies and procedures for daily operations to enhance process, revenue and customer satisfaction
  • Lead, schedule, coordinate, and participate in daily work, meetings, and projects relevant to the team and department
  • Participate as a SME in Corporate Initiatives to help define requirements and utilize new technology, systems, workflow processes, and training
  • Perform management responsibilities in accordance with company policies
  • Interview, select, train, coach, and counsel direct reports
  • Conduct employee performance evaluations
  • Maintain high level of open communication and morale within the team and department
  • Monitor expenditures and prepare justifications for major and/or unbudgeted expenses

Required Qualifications:

  • A Bachelor's degree or equivalent and a minimum of 5 years management experience in a customer service environment, managerial role.
  • Background in Benefits a plus.
  • Demonstrated leadership skills.
  • Experience managing priority care teams in call center operations a plus
  • A good understanding of customer metrics and issues.
  • Strong knowledge of Microsoft Office, specifically Excel, Word, and PowerPoint
  • Communicate effectively with all levels of internal and external personnel, both verbally and in writing.
  • Read, comprehend, and interpret moderately complex documents.
  • Analyze and resolve difficult and sensitive administrative problems.
  • Provide leadership and promote cooperation in a team environment.
  • Manage multiple responsibilities simultaneously

Valid Through: 2019-10-7