Client Service Manager

This is a fully remote position, open to applicants in Venezuela.

📋 Description

• Manage the entire client relationship from the initial request through to issuance and payment.

• Prepare and submit client requests to the appropriate carrier, ensuring all files are complete and accurate.

• Follow up with underwriters until a decision is made on each request.

• Process approved bonds on the same business day.

• Gather premium payments from clients.

• Handle 25 to 35 open requests weekly via email, text, and phone.

• Respond to client emails within 2 hours and texts within 30 minutes.

• Maintain up-to-date Salesforce records and close tasks promptly upon completion.

• Direct all inquiries regarding pricing, carriers, and terms to licensed producers.

⛳️ Requirements

• Fluent and confident in English when communicating on the phone with US clients, which is the primary and most critical screening criterion.

• Comfortable engaging with clients and underwriters over the phone, in addition to written communication.

• Strong sense of ownership; you independently follow through on tasks and view missed deadlines as opportunities for resolution.

• Demonstrated organizational skills in handling high volumes of multiple open requests simultaneously.

• Disciplined in using Salesforce or CRM tools.

• A quiet and dependable home office environment with robust internet connectivity.

• Availability from 8:30 am to 6:30 pm US Central time, Monday through Friday, with minimal email coverage on Sundays.

• Preferred: experience in insurance or construction; training on the product will be provided.

• Preferred: proficiency in Spanish, as it is relevant for part of the client base.

🏝️ Benefits

• We provide health insurance coverage for contractors.

• Holiday Extra Pay is offered.

• Work hours typically align with standard US business hours, with some flexibility based on client needs.

• This position is entirely home-based.

• We emphasize the mental health of our team members and provide mental health days to promote their well-being.

• In addition to a base salary, performance-based incentives are available.

• An annual review and appraisal process is implemented.

• Numerous opportunities for professional growth and advancement exist within the company.