Customer Service Manager

Our client is seeking a talented and motivated professional to join their growing team. As a recruiting firm, we partner closely with organizations to identify individuals who not only bring the right skills and experience, but also thrive in the company’s culture and long-term vision. This role offers the opportunity to make an immediate impact while continuing to grow professionally within a supportive and forward-thinking environment.

Key Responsibilities

Customer Relationship Management (CRM)

• Take ownership of the CRM system to ensure accurate and up-to-date client information.
• Manage automated processes within CRM.
• Identify new opportunities in the CRM.

Insurance Operations

• Document comprehensive meeting notes, perform accurate data entry, and provide necessary documentation for clients.
• Prepare in-force illustrations, update client informat...