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Safepoint MGA, LLC

Personal Lines Customer Service Manager

Full-Time
No salary listed
Expert
Bachelor's
Tampa, FL, USA
In PersonUp to 15% travel to the corporate office, satellite offices, or agency events.
Customer Experience & SupportCustomer Support
No H1B Sponsorship

About the job

Requirements
  • Strong customer service and communication skills.
  • Exceptional attention to detail, time management, and organizational skills.
  • Advanced computer skills and the ability to learn new systems.
  • Working proficiency in Microsoft Excel, Word, and PowerPoint.
  • Seven to ten years of customer service experience in property and casualty insurance.
  • Five years of relevant management experience.
  • A 2-20 insurance license or state equivalent is required.
  • Thorough knowledge of the underwriting process and related analytics.
  • The ability to think critically; read, write, speak, and hear clearly; use phone and computer systems; multitask; work independently with minimal supervision; and maintain detailed, organized, and accurate information.
Responsibilities
  • Directly participate in interviewing and hiring Personal Lines Customer Service employees.
  • Ensure consistent delivery of high-quality service across customer interactions.
  • Update department calendars and establish paid-time-off restrictions to ensure appropriate staffing and coverage.
  • Forecast call volume and staffing needs for the Personal Lines Customer Service team.
  • Directly supervise, coach, and develop Customer Service Supervisors.
  • Oversee the performance and development of Customer Service Representative teams.
  • Handle and formally respond to state complaints and client complaints escalated by Supervisors.
  • Foster a positive, high-performance, customer-focused culture.
  • Oversee inbound and outbound call operations for policy servicing across multiple personal lines products.
  • Collaborate with the Training Manager to communicate updates and process changes and ensure training is maintained on the floor.
  • Partner with Personal Lines Underwriting management on risk eligibility and exception handling.
  • Lead initiatives to streamline servicing workflows and reduce call volume, including self-service, interactive voice response optimization, and digital adoption.
  • Support the team with complex coverage questions and underwriting guidelines.
  • Serve as a subject matter expert on company systems and technologies and provide guidance, training, and support to Supervisors.
  • Partner with Agency Relations Managers to build agent relations and attend agency events as needed.
  • Determine quarterly bonus eligibility by collaborating with Supervisors to gather, maintain, and ensure adherence to established productivity and quality metrics.
  • Travel up to 15% to the corporate office, satellite offices, or agency events as needed.
Desired Qualifications
  • A bachelor's degree in Business Management or a relevant field.

About the company

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Total Funding

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Headquarters

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Founded

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