Client Services Manager

Empowered Staffing is partnered with a leading independent insurance agency based in the Chicagoland area.
With over 75 years of experience, our client offers both personal and corporate insurance, and has been recognized as a top Employee Benefits and Life Insurance agency.
Due to growth, our client is looking to hire a Client Service Manager for their Life Insurance Division.
Primary Responsibilities:
Handle and process client requests promptly, such as owner/beneficiary changes, bank account updates, premium payments, and collateral assignments.
Assist in implementing new policies by reviewing accuracy, updating systems, and preparing commission sheets for bookkeeping.
Manage all aspects of client service for life insurance policies, including policy surrenders, loans, withdrawals, death claims, and providing policy statements and summaries.
Maintain strong knowledge of the life insurance product landscape to assist clients effectively.
Oversee and control online carrier access for both clients and agents.
Update the internal CRM system during the client servicing process.
Conduct regular meetings with agents to review and assess clients' service needs.
Collaborate with internal departments and assist in servicing life, disability, and long-term care policies as needed.
Qualifications:
Experience in life insurance client service is highly preferred.
Strong communication skills and a proactive approach to client and agent interactions.
Ability to take initiative, exhibit creativity, and demonstrate ownership in tasks with a positive attitude.
Proficiency in Microsoft products and web-based systems.
Acute attention to detail with excellent organizational and multitasking abilities to meet deadlines.