Financial Customer Service Supervisor - Transfer Agents
$55k - $65kEXL
Overview We are seeking a dedicated and experienced Customer Service Inbound Call Center Supervisor to lead our team of customer service representatives in the Transfer Agency department. Hours: 8 hour shifts varying between 8AM EST - 6PM EST Monday through Friday Base Salary Range - $55k - $65k annual depending upon experience Benefits: For more information on benefits and what we offer please visit us at Responsibilities Team Leadership: Supervise, mentor, and motivate a team of Transfer Agents customer service representatives, providing guidance and support to enhance their performance and development Operational Oversight: Monitor inbound call operations, ensuring compliance with departmental policies and procedures, and maintaining high standards of customer service Performance Management: Conduct regular performance evaluations, provide constructive feedback, and implement training programs to improve team capabilities and service delivery Quality Assurance: Develop and implement quality assurance processes to assess call quality, ensuring that representatives adhere to best practices and provide accurate information to clients Customer Experience: Act as an escalation point for complex customer inquiries, resolving issues promptly and ensuring client satisfaction Reporting and Analysis: Generate reports on team performance metrics, customer feedback, and operational efficiency, utilizing data to identify areas for improvement Collaboration: Work closely with cross-functional teams, including training, compliance, and product management, to enhance service offerings and address client needs Continuous Improvement: Identify and recommend process improvements to enhance operational efficiency and client satisfaction within the Transfer Agent department Qualifications Minimum of 3 years of experience in a financial institution’s customer service department, with at least 1 year in a supervisory role – preferably as part of the Transfer Agent department Strong understanding of banking operations , particularly in transfer-related services Excellent communication and interpersonal skills, with the ability to foster a positive team environment Proficient in call center technologies and software; experience with CRM systems is a plus. Strong analytical and problem-solving skills , with a focus on data-driven decision-making Ability to work independently and manage multiple priorities in a fast-paced environment #J-18808-Ljbffr EXL
$100.2k - $164.1k
...Senior Claims Customer Service Executive 132056 Zurich is looking for a Senior Claims Customer Service Executive to join our dynamic Customer & Distribution Management team. In this role, you'll spearhead relationship management efforts for large, intricate accounts...SuggestedTemporary workApprenticeshipWork at officeLocal areaFlexible hours$140k - $170k
...Manager - Insurance for one of our key customers, a Nasdaq-listed global data analytics and... ...oversee P&C client relationships and service delivery. This is a senior-level position... ...Ensure program efficiency and financial performance Preferred Qualifications...SuggestedFor contractorsWork at office$84.98k - $193.44k
...compliance and consulting services to a variety of... ...in the insurance and financial services industries? If... ...international tax, state tax, transfer pricing, investments... ...internal and external customers. The Team At Deloitte... ...attorney Enrolled Agent Certifications: Chartered...SuggestedWork at officeLocal areaRemote workVisa sponsorship2 days per week3 days per week$35k - $85k
...Representative - State Farm Agent Team Member Full Time... ...build and develop customer relationships within... ...and friendly customer service. Service can include responding... ..., policy changes, transfers, claim submissions,... ...role insurance and financial products play in helping...SuggestedFull timeFor contractorsWork at office- ...seeking an Enterprise Account Manager IV to manage strategic financial services accounts, primarily in a remote capacity. The role requires... ...include driving growth, orchestrating deal teams, and ensuring customer satisfaction. Candidates should have a Bachelor’s degree and...SuggestedRemote job
$65k - $90k
...an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: ~ Technical...Remote work- A leading financial services firm based in Hartford, CT, is looking for a Relationship Manager to facilitate relationships with valuable clients. The role involves fostering client relationships, maintaining daily operations with client needs in mind, and collaborating...
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$139.3k - $219.3k
...improvement. You create an environment that fosters collaboration, customer service and colleague development. You build a team of passionate... ...our lines of business - property, casualty, professional, financial lines and specialty. With an innovative and flexible...Flexible hours$78.8k - $145.13k
.... Through our products, education, and services, MedInsight is making an impact on healthcare... ...unrelated duties as assigned by your supervisors, or as may be required to meet project... ...designed to support employees' health, financial security, and well’being. Benefits...Full timeTemporary workWork experience placementRemote workFlexible hours- Adelaide Metrics, a fast-growing measurement company, is seeking a Customer Success Manager to oversee client relationships and ensure seamless experiences. The role involves managing strategic accounts, collaborating with Sales and Analytics teams, and leveraging data...Remote job
- ...analyze blueprints in seconds rather than hours or days. Key Responsibilities Relationship Management Build strong relationships with customers, understanding their goals and ensuring they are met through the platform Conduct regular check-ins to monitor usage and overall...Remote work
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- .... This role involves leading and training a high-performing sales team, developing sales strategies, and ensuring exceptional customer service. Candidates should possess strong leadership skills, knowledge of insurance products, and a proven sales track record. Benefits...
$139.3k - $219.3k
A leading global insurance provider is seeking a Claim Account Manager for their US Mid-Market team. The role involves managing claims account functions, promoting the claims value proposition, and fostering strong relationships with brokers and clients. Candidates should...- Togal AI based in Connecticut is hiring for a Customer Success role focused on client relationship management and support in a cutting-edge AI environment. Candidates should have strong SaaS and customer success experience along with excellent communication skills. The...Remote job
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- A leading logistics company in Hartford, Connecticut, seeks a Customer Success Account Manager to manage smaller customer accounts. The role focuses on enhancing customer satisfaction and retention through effective communication, performance reviews, and strategic upselling...Permanent employment
$70k - $90k
...Manager - Commercial Lines to manage an assigned book of business remotely. The role entails ensuring account retention, handling customer service, and maintaining communication with the account team. Ideal candidates should have at least 5 years of experience in account...Remote job- A specialty insurance firm is seeking an experienced Account Executive in Connecticut. The role involves managing a portfolio of commercial lines accounts, negotiating policy renewals, and providing client support. Ideal candidates have over 2 years of experience in commercial...
- A specialty insurance firm is seeking an experienced Account Executive to manage a book of commercial lines accounts. The position involves working with underwriters to assess risks and identifying opportunities for cross-selling. The ideal candidate has over 2 years of...
$55k - $65k
...Customer Care Voice-Inbound Location: Onsite in Hartford... ...experienced Customer Service Inbound Call Center... ...in the Transfer Agency department.... ...mentoring and managing financial services inbound call... ...motivate a team of Transfer Agents customer service representatives...Temporary workWork at officeMonday to FridayShift work$50k - $65k
...management and retirement challenges through custom solutions and a people-first approach.... ...working relationships with co-workers, supervisors, and carrier representatives. Assist... ...of directly related industry sales and service experience Certificates, Licenses,...Full timeRemote work$96.66k - $163.68k
...managing the overall client experience from onboarding through service stabilization while facilitating collaboration across global teams... ...within an MGA/RGA or carrier environment. 10+ years in a customer-facing delivery role managing large-scale relationships. 10+ years...Live outLocal areaRemote work- ...Privacy Policy by clicking here ( Job Description Summary The Customer Engagement Manager (CEM) position is responsible for the management... ...education/development of customer interest in additional Ryder services (including Full-Service Lease, Programmed Maintenance, Lease...Local area
- At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience... ...as a customer and company advocate. The role displays customer service skills, striving to become a trusted advisor to the customer....Local areaShift workDay shift
$62k - $65k
...names in fleet management and supply chain solutions, and the Customer Engagement Manager role puts you at the center of it all. This... ...Identify and present upsell opportunities across Ryder’s full service portfolio—including Full‑Service Lease, Programmed Maintenance,...Full timeMonday to Friday- ...group practices, and organized customer groups. This role requires... ...agreements to ensure aligned financial, access, and patient objectives... ...Affairs, Marketing, Patient Services, Finance, Legal, Pricing/... ...termination, layoff, recall, transfer, leaves of absence, compensation...Full timeContract workWork at officeLocal areaRemote work
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