Client Services Manager at SmartFinancial

| Orange County
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Voted as one of the Best Places to Work in OC and one of the fastest-growing tech companies!

SmartFinancial is a leading insurance technology company working on building tools to make the insurance shopping process better, simpler and more effective. We are looking for an experienced Client Services Manager to help recruit, train and manage a team of Account Managers to deliver unparalleled support and services for our clients. 

The Client Services Manager will be an exceptional communicator and team builder, while also having strong analytical and problem solving capabilities and the ability to teach and role model exemplary account management skills. We are looking for an experienced people manager who has a track record of building processes, developing and retaining teams, and is willing to roll up your sleeves to get the job done. 

Responsibilities:

  • Oversee a small business unit within the Account Management department focused on retention of existing business and the onboarding of new clients
  • Identify, nurture and inspire repeat business from key accounts
  • Conduct weekly 1-1’s with team members focused on individual growth, development and success
  • Conduct conference calls and/or Zoom meetings with Account Managers and key accounts, to deepen existing relationships and provide leadership for the Account Managers managing that business
  • Work to prevent escalations and when necessary, mitigate them while looking for opportunities for future improvements for prevention
  • Hold Account Managers and Team Leads accountable for their KPI’s, goals and client service responsibilities to our clients
  • Audit accounts on a regular basis to ensure all accounts are being properly taken care of
  • Participate in new hire recruitment, training, and continued education as needed
  • Report to the Director of Client Services any obstacles, bottlenecks and/or operational challenges which might impede the department’s objectives
  • Conduct regular performance reviews with team members to meet both individual and team goals on a quarterly and annual basis

​Qualifications:

  • You have 5+ years of experience in B2B client services roles, including 3 years of management experience
  • You have, or will commit to gaining, a strong understanding of the insurance business
  • You have people leadership and team building skills
  • You possess excellent communication skills
  • You have a track record of being consistent and detail oriented, with strong analytical capabilities
  • You have a Bachelor’s Degree in Business Administration, Marketing, Management, or another related field
  • You have the ability to work with all levels of management
  • This position is remote during COVID-19, with plans to be based in our Costa Mesa office in the future
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Technology we use

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An Insider's view of SmartFinancial

How does your team reward individual success?

Our employees have meaningful career paths and can chart their own path. We are a rapidly growing company, and with growth comes opportunity. I began as an Account Manager and I am now Director of the Account Management team, mentoring and developing a team of world class Account Managers who bring the value we deliver our clients to new levels.

Neil

Director of Account Management

What does your typical day look like?

My typical day consists of managing marketing campaigns for insurance agents and delivering success to our clients. I identify products that help clients maximize their investment. Each client receives a customized game plan that is best suited for their individual goals. I love collaborating with them and hearing client success stories!

Erika

Associate Client Services Manager

What makes someone successful on your team?

Our team members are the most important part of the company. Each individual brings a unique set of skills and personality traits that makes the company stronger. The balance of self-determination and willingness to support the team is the key to making a new member successful at SmartFinancial.

Kevin

Product Manager

What are SmartFinancial Perks + Benefits

Culture
Volunteer in local community
We offer all employees one day per year to volunteer in the comunity.
Partners with Nonprofits
We have partnered with homeless shelters, food banks, toys for tots, disease advocacy groups and health and wellness organizations, contributing time and resources to their efforts.
Friends outside of work
Eat lunch together
Intracompany committees
We have intracompany committees focused on coordinating events and activities for our employees.
Open door policy
Team owned deliverables
Team based strategic planning
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
We seek out diversity of background and value it at SmartFinancial.
Mean gender pay gap below 10%
Hiring Practices that Promote Diversity
We continuously seek additional and nontraditional sources of candidates to ensure a diverse workforce.
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Wellness Programs
Team workouts
SmartFinancial's team fitness initiatives include In-office yoga.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
SmartFinancial provides employees with a 401(k) matching plan and we match 50% of contributions up to 6% of an employee's annual gross pay.
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Flexible Work Schedule
SmartFinancial provides employees with a flexible work schedule that includes Flexible start and end times.
Remote Work Program
Family Medical Leave
Restricted work hours
Company sponsored family events
SmartFinancial sponsors family oriented events Semi-annually.
Vacation & Time Off Benefits
Generous PTO
SmartFinancial employees receive between 10 and 25 days per year of paid time off based on years of service.
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Company Outings
SmartFinancial hosts company outings Quarterly.
Game Room
Our game room includes Ping Pong, Video Games, Darts and Cornhole.
Some Meals Provided
Employees get free lunch on Friday.
Happy Hours
Happy hours are hosted on occasion .
Parking
We offer employees free on-site garage parking.
Pet Friendly
SmartFinancial's pet policy is occasional bring your pet to work days.
Professional Development Benefits
Job Training & Conferences
SmartFinancial offers employees professional development opportunities like onsite training courses, the ability to attend job related conferences and seminars.
Diversity Program
Lunch and learns
SmartFinancial hosts lunch and learn meetings on occasion.
Cross functional training encouraged
Promote from within
Mentorship program
Online course subscriptions available
Paid industry certifications
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