Client Solutions Manager I

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

📋 Description

• Supervise the daily operations of a Marketing Office

• Lead an internal sales team to fulfill retail agent client service expectations

• Manage quoting, underwriting, and pricing functions

• Ensure prompt delivery of quotes, contracts, loan processing/funding, and customer information

• Address and resolve customer service issues

• Cultivate and maintain strong customer relationships

• Mentor Account Executive staff on internal sales techniques and relationship-building strategies

• Oversee outbound calls, business solicitation, and marketing initiatives

• Monitor and report on regional performance metrics, including loan success, financed volume, spread, late charges, and profitability

• Investigate and analyze lost quote opportunities to enhance training, processes, or pricing

• Supervise loan document processing and ensure regulatory and operational compliance

• Establish loan funding arrangements and authorize loans within designated authority limits

• Recruit, train, manage, and evaluate Account Executives

• Assess agent appointment recommendations

• Participate in joint sales calls with external sales associates

• Approve credit risk and pricing within specified limits

• Manage the logistical operations of the Marketing Office

⛳️ Requirements

• Bachelor’s degree in finance, a business-related field, or equivalent education and training

• Fluency in the English language is required

• Outstanding written and verbal communication skills

• Capability to effectively engage with diverse personalities/groups over the phone and in person

• Exceptional organizational, time management, and leadership abilities

• Strong analytical, mathematical, and problem-solving skills

• Proficiency in MS Office Suite (Excel, Word, Outlook, PowerPoint) and other standard desktop applications

• Strong managerial skills in dealing with people, processes, and results

• Proven track record of sound decision-making and sustained high managerial performance

• Willingness to travel, occasionally overnight

• Experience in commercial insurance or financial services is preferred

• Familiarity with Salesforce.com or similar CRM systems is preferred

🏝️ Benefits

• Medical insurance

• Dental insurance

• Vision insurance

• Life insurance

• Disability insurance

• Accidental death and dismemberment coverage

• Tax-preferred savings accounts

• 401k plan

• A minimum of 10 days of vacation during the first year of employment, prorated

• 10 sick days, prorated

• Paid holidays

• Potential eligibility for a defined benefit pension plan

• Potential eligibility for restricted stock units

• Potential eligibility for a deferred compensation plan