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_____________________________________________________________________
Posted: 4/8/2008
Director, Client Services
Summary:
Manage the service and support
operations within the Commercial department, ensuring the
retention and development of quality associates. In addition, responsibilities include making certain
that processes, procedures, training, and allocation of
resources are available and provided to all Commercial client
service associates.
Essential Duties and Responsibilities:
- Manage, train and develop
Property & Casualty Service and Support associates, to
achieve defined service and performance standards.
- Working with Practice Groups and
other internal managers and supervisors, coordinate internal
resources to meet client needs.
- Monitor workload distribution
and evaluate departmental staffing needs and productivity.
- Responsible for the selection
and termination of client service team members.
- Manage the annual performance
and salary review process to include preparing and presenting
the review in combination with appropriate member of the
Practice Group.
- Working with Practice Groups and
others within the agency, ensure that appropriate, individual
and group training is provided to achieve successful
implementation of new and established processes and
procedures.
- Maintain an awareness of
department objectives, and design operations to support them.
- Foster positive morale within
the department.
- Participate in regularly
scheduled meetings with Managers and Practice Groups that
result in sharing of information, gathering input, realization
of department objectives, as well as maintenance of positive
relationships between and within teams.
- Regularly review current
processes and procedures to create an environment emphasizing
continual improvement.
- Ability to resolve conflicts,
enhance individual and team performance, and conduct
evaluations that address general work performance; managing
the disciplinary process and taking appropriate action.
- Foster knowledge sharing amongst
associates to address issues surrounding work flow, markets,
products, legislative issues and best practices.
- Act as a liaison between teams
and other departments/offices to promote strong communication
and problem solving as situations arise.
- Develop, implement and maintain
standardized processes and procedures to ensure efficient and
effective quality service.
- Responsible for compliance and
E&O controls within Commercial.
- Responsible for selection and
implementation of department’s current and future automated
systems needs, and assist in training associates in the
efficient use of its capabilities.
- Responsible for developing and
maintaining the department’s forms library and filing
systems.
- Responsible for finalizing
department procedures, forms and workflow to effectively
utilize system benefits and enhance agency E&O quality
control program results.
- Administrative responsibilities.
- Monitor and approve Commercial
department associate attendance to include approving
timecards, and maintaining department calendar notifying teams
of vacation / sick time usage.
- Serve as an active member on the
Technology, Operations and Commercial Management Committees.
- Provide a variety of ad hoc and
month end reports generated from the Agency Management System.
Education and/or Experience:
Successful candidate will be a service oriented individual with high
personal standards and a hands-on work style. This position requires an individual who is comfortable
working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting
priorities often, and managing frequent interruptions.
This position interacts with and provides service to a large group
of internal associates and has high levels of contact with
external partners. The Client Services Director must be positive and approachable,
and work effectively with diverse personalities. In addition, the following is required:
- Successful work history to
include a minimum of 7 years in-depth commercial lines
experience with at least 5 years performing in a general
operations and customer service management capacity. Experience must be directly related to job
responsibilities specified above, with progressively greater
responsibility for making administrative/procedural decisions
and judgments.
- Strong employee relations skills and experience managing teams and
individuals at all levels of proficiency.
- Bachelor degree required.
- Expert level proficiency, agency
management systems and Microsoft Excel, and the ability to
operate standard office equipment is required.
- Leadership abilities to include the ability to balance assertiveness and
objectivity with tact and diplomacy, clearly articulate team
objectives, as well as to motivate and influence others
generating cooperation, enthusiasm, and flexibility.
- Ability to evaluate current methods, forecast future needs, develop
action plans, and implement processes utilizing creative
solutions to problems as they arise.
- Ability to maintain a high level of confidentiality relating to all
duties and responsibilities such as personnel issues and
client information.
- Strong communication skills and the ability to apply those skill in
verbal and written form when interacting with clients and
agency personnel.
- Maintain a valid, unrestricted
California Property & Casualty license and meet continuing
education requirements.
- Maintain a valid driver’s
license and have reliable transportation.
Work Environment and Physical Demands:
- Ability to use a computer
keyboard and sit in a stationary position for extended
periods.
- Work is performed in a typical
interior/office work environment.
- Some travel required. Occasional
overnight travel to participate in industry events and assess
operations of other company offices.
- Extended work hours (10 – 12 hrs/day) required on occasion.
Qualified Applicants may mail their resume tobmcmann@barneyandbarney.com, or fax to (858) 909-9883.
Please reference the posting for which you are applying.
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