Job description

POSITION DESCRIPTION
Position Summary: The Client Experience Leader leads, mentors, coaches, hires, develops and evaluates the team of Account Managers. They will ensure the delivery of world class service to all current and prospective clients. Responsible for identifying key performance measurables and metrics that ultimately contribute to the overall growth, profitability and innovation of the CRMG. Will work to ensure that measures put into place are scalable and consistent across TCG Responsibilities:

• In partnership with the CRMG Managing Director and partners, leads the execution of client segmentation strategy to ensure that overall business goals, profitability and retention goals are met in a conducive and collaborative environment.
• Lead execution of strategies to enhance the client experience
• Responsible for achieving and maintaining high client retention
• Ensure efficiency in workflows and operational execution
• Lead service team integration projects
• Manage insurance company partner relationships including team meetings, and coordinating training for important market updates
• Effectively coaches, mentors and manages and assists in the professional development of team colleagues to develop bench strength.
• Helps create an environment where open communication is encouraged, and morale is high.
• Possesses day-to-day oversight, direction and accountability of team colleagues.
• Performs annual performance reviews for team colleagues, provides Managing Director with review of team colleague performances for the purposes of making bonus and compensation decisions.

Education, Experience, Skills and Abilities Requirements:

• Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where the firm functions.
• Has a high level of technical insurance knowledge.
• Can manage his/her performance, adhering to established workflows and processes, along with that of team colleagues.
• Develops effective strategies and tactics and creates positive motivation for team colleagues to achieve vision.
• Is organized and possesses excellent verbal and written communication skills.
• Working knowledge of appropriate software.
• Excellent written and verbal communication skills.
• Must demonstrate core values, exuding behavior aligned with the firm’s culture.

Special Working Conditions: Fast paced, multi-tasking environment.Important Notice: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

Job Type: Full-time

Pay: $120,000.00 - $135,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• AD&D insurance
• Dental insurance
• Disability insurance
• Employee stock purchase plan
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Profit sharing
• Unlimited paid time off
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Bethesda, MD 20817: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• P&C License (Preferred)
• Life Insurance License (Preferred)

Work Location: One location

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