Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
PL
Hybrid Client Service Manager
Posted 5 months ago
About the role
- Client Service Manager at FBinsure tailoring insurance services and delivering exceptional client support in a hybrid work environment.
Responsibilities
- Handle all billing related questions and issues
- Take all first reports for claims filed with the agency
- Answer all policy specific questions
- Complete request forms for account reviews
- Process incoming correspondence
- Answer specific coverage questions that require rating
- Service client walk-ins that want an instant reactive renewal review
- Any other tasks the Management Group may assign
Requirements
- 3+ Years Insurance Industry Experience
- Attention to detail
- Documentation skills are paramount in this position
- Excellent interpersonal and communication skills (both oral and written)
- Proficient with use of Microsoft Office Suite and products
- A passion for being part of a team that drives our company to industry leadership
- Ability to establish and maintain effective working relationships with both peers and clients
- Authorized to work in the U.S. without sponsorship.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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