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Client Service Manager, Helmsman
full-timePlano

Summary

Location

Plano

Type

full-time

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About this role


Description

The Client Service Manager is primarily assigned to key Commercial Markets P&C agents/brokers and selected mid-sized accounts with limited complexity. Owns, manages, coordinates and leads the service process on assigned agents and accounts. Responsible for overall service delivery, assisting in the new business acquisition process, and supporting Division retention goals.

Responsibilities:

  • Develops service plan with assigned agents/brokers and accounts. Monitors status of action items and makes modifications to service plan based on feedback from the agent/brokers and policyholder.
  • Resolves service problems, answers questions, acts as a liaison with internal functional representatives and troubleshoots, routinely following up with all parties for resolution. Ensures continued compliance.
  • Coordinates and leads review meetings with customer to ensure service results are in line with plan. Meetings may include and but not limited to Claims Reviews, LCAS Planning Meetings, Report to Management presentations, etc.
  • Position the agent/broker to demonstrate their value and the value of Liberty Mutual to our joint customers. Manages the delivery of services by all internal functional representatives through pro-active follow up and agent/broker/customer communication.
  • Manages installation process for new and existing accounts, consults with internal functional representatives when necessary. Ensure that understanding and agreement is reached on roles and responsibilities.
  • May assist in the renewal process. Provides account specific input on overall service plan to include service delivery, service issues and outcome results.
  • Consults on opportunities to round out the account.
  • Participate in prospecting efforts by conducting services analysis and conducting service presentations on assigned prospects.
  • Represent Liberty Mutual by attending or presenting at industry forums.
  • Assist in internal training efforts by developing material and presenting assigned topics.
Qualifications
  • Bachelor's degree or equivalent business background plus at least 5 years of relevant commercial lines experience required.
  • Claims experience strongly preferred but not mandatory.
  • Significant knowledge of Liberty Mutual Commercial Markets.
  • Demonstrated ability to express ideas clearly and concisely (both orally and in written form).
  • Fully effective organizational and interpersonal skills needed to set priorities and manage time to maximize agent and customer interactions.
  • Information gathering, analytical skills and proficiency in systems are required.
  • Demonstrated skills in the areas of negotiation, persuasion, presentation and problem solving.
  • Working toward ARM and/or CPCU preferred
About Us

Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.

At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in

every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive

benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.

We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: https://LMI.co/Benefits

Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.

Fair Chance Notices

Other facts

Tech stack
Client Service,Problem Solving,Negotiation,Presentation,Analytical Skills,Communication,Organizational Skills,Interpersonal Skills,Service Delivery,Compliance,Claims Experience,Commercial Lines,Time Management,Service Planning,Account Management,Training Development

About Liberty Mutual Insurance

At Liberty Mutual, we believe progress happens when people feel secure. For more than 110 years we have helped people and businesses embrace today and confidently pursue tomorrow by providing protection for the unexpected and delivering it with care.

A Fortune 100 company with more than 40,000 employees in 28 countries and economies, we are the ninth largest global property and casualty insurer and generate more than $50 billion in annual consolidated revenue.

We operate through three strategic business units: US Retail Markets, providing auto, home, renters and other personal and small commercial lines property and casualty insurance to individuals and small businesses countrywide; Global Risk Solutions, delivering a full range of comprehensive commercial and specialty insurance, reinsurance and surety solutions to mid-size and large businesses worldwide; and Liberty Mutual Investments, deploying more than $100 billion of long-term capital globally across its integrated platform to drive economic growth, power innovation and secure Liberty Mutual’s promises.

For more information, visit www.libertymutualinsurance.com.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Insurance

What you'll do

  • The Client Service Manager develops service plans for assigned agents and accounts, monitors action items, and resolves service problems. They coordinate review meetings and manage the installation process for new and existing accounts.

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Frequently Asked Questions

What does a Client Service Manager, Helmsman do at Liberty Mutual Insurance?

As a Client Service Manager, Helmsman at Liberty Mutual Insurance, you will: the Client Service Manager develops service plans for assigned agents and accounts, monitors action items, and resolves service problems. They coordinate review meetings and manage the installation process for new and existing accounts..

Why join Liberty Mutual Insurance as a Client Service Manager, Helmsman?

Liberty Mutual Insurance is a leading Insurance company.

Is the Client Service Manager, Helmsman position at Liberty Mutual Insurance remote?

The Client Service Manager, Helmsman position at Liberty Mutual Insurance is based in Plano, Texas, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Client Service Manager, Helmsman position at Liberty Mutual Insurance?

You can apply for the Client Service Manager, Helmsman position at Liberty Mutual Insurance directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Liberty Mutual Insurance on their website.