Customer Service Manager

Description # Customer Experience Manager - Property & Casualty Insurance

Job Description

We are seeking a motivated, highly organized Customer Experience Manager to join a growing insurance agency. This position offers a unique opportunity for a licensed insurance professional who enjoys building client relationships, improving processes, and taking ownership of daily operations.

Working closely with agency leadership and a high-performing insurance producer, this individual will play an important role in delivering exceptional customer service, managing administrative responsibilities, and supporting the continued growth of the business.

The ideal candidate is proactive, detail-oriented, and capable of balancing customer needs with operational priorities. This is an opportunity for someone who wants to grow alongside an expanding agency and take on increasing responsibility over time.

Key Responsibilities

• Deliver exceptional customer service to new and existing policyholders, serving as a trusted resource for insurance-related questions and needs.

• Manage policy servicing activities, including renewals, endorsements, coverage changes, billing inquiries, and documentation.

• Provide administrative and operational support to a high-performing insurance producer, helping streamline daily activities and improve productivity.

• Coordinate client communications, follow-ups, appointments, and outstanding service requests.

• Assist with new business processing, applications, quotes, and coordination with insurance carriers.

• Proactively identify opportunities to improve customer satisfaction, retention, and overall service delivery.

• Manage client records, documentation, and workflows within agency management systems.

• Handle escalated customer concerns with professionalism and a solutions-oriented approach.

• Help establish and improve administrative processes that support agency efficiency and continued growth.

• Collaborate with agency leadership to identify operational needs and take on additional responsibilities as the business expands.

Qualifications

Active Property & Casualty Insurance License required.

• Previous experience in insurance customer service, account management, or agency operations preferred.

• Strong understanding of insurance policies, coverage options, and servicing procedures.

• Exceptional organizational skills with the ability to manage competing priorities.

• Strong written and verbal communication skills.

• Demonstrated ability to take initiative, solve problems, and work independently.

• High attention to detail and commitment to delivering an excellent customer experience.

• Proficiency with Microsoft Office and insurance agency management systems preferred.

• Experience supporting a high-volume insurance producer or growing agency is a plus.

What Makes Someone Successful in This Role?

The ideal candidate is someone who enjoys being a dependable resource for both clients and colleagues. They anticipate needs, take ownership of responsibilities, and find satisfaction in keeping operations organized and running smoothly.

This individual should be comfortable wearing multiple hats, adapting to changing priorities, and contributing ideas that help the agency operate more effectively.

Most importantly, we are looking for someone interested in building a long-term career with an organization where their contributions can grow alongside the business. Requirements Customer Account, Computer Aided Dispatch, Call Center Customer Service, Job Scheduling, Superior Customer Service TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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