Client Service Director overseeing service and performance of insurance teams in Southern California. Managing relationships with insurance carriers and ensuring high-quality client service delivery.
Responsibilities
The Client Service Director (CSD) is a critical leadership position across all Lines of Business at HUB SoCal.
This role in the SoCal Region provides service oversight for one or more High Performing Teams (HPTs).
Works closely with Producers to ensure the High Performing Teams (HPTs) are effective and hit desired long-term outcomes.
Manage, support, and coach team members to ensure they are performing effectively.
Utilize data analytics capabilities to identify and understand any root cause issues.
Partner with the PL/CL/EB Practice Leader to ensure book sizes are optimized across the teams.
Cultivate and sustain strategic relationships with insurance carrier partners.
Requirements
Minimum 7 - 10 years of insurance brokerage experience, preferably in Commercial Lines.
Minimum 3-5 years of leadership experience in the insurance industry managing a department or branch.
Proficient with computer systems, including but not limited to Microsoft Office and EPIC.
Industry designation (e.g., CPRIA, CPCU, CIC) considered an asset.
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