Senior Insurance Service Leader - Client Retention & Ops
Vivian Suarez - State Farm Agent
Vivian M. Suarez State Farm Agency in West Palm Beach is looking for a Director of Customer Service to oversee and manage all customer service operations. This in-office role requires extensive experience in Florida insurance and the ability to independently handle complex policy servicing. The ideal candidate will have at least 3–5 years of relevant experience, an active 4-40 or 2-20 license, and a professional presence. Responsibilities include mentoring the service team, managing retention strategies, and ensuring high-quality client interactions. #J-18808-Ljbffr Vivian Suarez - State Farm Agent
- Acrisure is seeking a Managing Client Advisor for the South for our Commercial Lines team. You will translate regional growth priorities... ...execution, coach Client Advisors, and drive new business, retention, and cross-sell activities. You will maintain an active market...Senior
$52k - $60k
An established insurance agency in West Palm Beach is seeking a Director of Customer Service to lead the customer service operations. The role requires a professional with... ...workflows, and ensuring a high-quality client experience. Compensation ranges from $52,000 to...Senior- ...Company (Arden Trust), part of Kestra Holdings, is seeking a Trust Officer Senior in West Palm Beach, FL. You will report to the Branch Manager and oversee account administration to ensure client satisfaction of trust beneficiaries and referring financial advisors. You...Senior
- ...SUMMARY The Private Client Sales Manager is... ...excellence in client service. ESSENTIAL DUTIES AND... ...deposits, investments, insurance, and wealth planning,... ...exceed sales and client retention goals. Maintain a strong... .../or Line of Business leaders to support the...SeniorFull timeWork at office
$23.32 - $34.09 per hour
RR Donnelley is seeking an Office Service Supervisor in West Palm Beach, FL. This role leads day-to-day operations, manages a team, and ensures outstanding client service while maintaining efficient workflow and accurate timekeeping. The position emphasizes leadership,...SuggestedHourly payWork at officeMonday to Friday- A dynamic insurance brokerage firm is seeking a Senior Associate Broker - Property in Boynton Beach, FL. The role involves building client relationships, analyzing market data for creative sales strategies, and ensuring compliance with insurance requirements. Successful...Senior
- ..., is hiring a Personal Lines Account Manager to provide comprehensive support in property and casualty insurance. This role emphasizes client experience and retention. The ideal candidate will have over 5 years of experience, a P&C license, and a history working with independent...Senior
- ...interactions between our representatives and clients to ensure compliance with company... ..., regulatory requirements, and customer service standards. This role is critical in maintaining... ...auditing sales, customer service, and retention calls Experience auditing client files...Senior
- USI Insurance Services in West Palm Beach, FL is seeking an experienced operations leader to manage a book of brokers within the General Agency framework. You will supervise... ...training and performance, and collaborate with senior management to optimize service levels and...
- Insurance Office of America is seeking a Senior Account Manager - Commercial Lines to manage a book of business, oversee day-to-day account activities... ...account management team. The role emphasizes renewals, client service, and cross-functional collaboration in a remote/...SeniorRemote jobWork at office
- Insurance Office of America (IOA) is hiring an Account Manager - Employee Benefits to oversee a portfolio of clients, supervise Account Coordinators, and drive service excellence. The role emphasizes client service, renewals, and collaboration across teams in a remote/hybrid...SeniorRemote jobWork at office
- ...give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client...SeniorTemporary workPrivate practiceWork at officeLocal areaRemote work
- MorseLife Health System is seeking a compassionate Certified Nursing Assistant to support Pace clients with daily personal care, transportation to appointments, and essential nursing tasks. Under supervision of the Palm Beach PACE Center Manager, you will help with bathing...Senior
- A leading tax services firm is seeking a Senior Tax Manager for their Private Client Services. This role involves overseeing engagement teams and interacting with some of the wealthiest families in the US. Responsibilities include conducting reviews of tax returns, engaging...Senior
- ...Losh Associates seeks a Senior Litigation Attorney in Florida to provide comprehensive... ...capable of managing complex cases for diverse clients. The role emphasizes self-motivation,... ...advocacy in personal injury and insurance matters, with oversight of junior staff...Senior
- Andersen Tax seeks a seasoned Tax Director for its Private Client Services. The role oversees complex federal and multi-state returns, leading client service teams and delivering innovative tax planning strategies for high-net-worth clients and family offices. You will...SeniorLocal area
- Morgan Stanley's Registered Client Service Associates provide exceptional service to clients and support Financial Advisors and teams daily, building trusted relationships. A client-first mindset, strong interpersonal skills, and the ability to assist with everyday needs...SeniorWork at office
- Bpbcpa is seeking a Senior Associate for Tax Services focusing on High Net Worth Individuals and International Tax. In this role, you will prepare and... ...compliance filings and provide consulting services for clients with global investments. The ideal candidate has a Bachelor...Senior
- Fox Rothschild LLP is seeking a Collections/Client Relations Coordinator to manage the accounts receivable portfolio and ensure timely... ...have extensive collections experience in a professional services setting, strong math and Excel skills, and excellent client communication...Senior
- ...Representative. This critical role involves monitoring and evaluating client interactions to ensure compliance with company policies and... ...call center, particularly within debt settlement or financial services, and possess strong analytical and communication skills....Senior
- Nexgen Enterprises is seeking a Senior Land Survey Drafter to manage client communications, coordinate outsourced drafting tasks, and ensure timely and accurate project delivery. This role balances technical surveying knowledge with strong organizational and vendor-management...SeniorRemote job
- Truist is seeking a client-focused banking professional in the United States. You will deliver an industry leading client service experience in person and by phone, developing and expanding client relationships through consultative conversations and referrals to partners...Senior
- Senior Tax Manager - Private Client Services Join to apply for the Senior Tax Manager - Private Client Services role... ...helping you flourish as leaders, colleagues and trusted advisors.... ...medical, dental, vision, and basic life insurance coverage. Employees may enroll in...SeniorFull timeWork experience placementPrivate practiceH1bLocal areaWork visa
- Morgan Properties seeks a Service Manager to lead our maintenance team and ensure property standards meet company policies and applicable laws. You will hire, train, and mentor technicians, overseeing preventive maintenance and on-call coverage. The role requires a driven...SeniorFull time
$82.9k - $134.3k
A leading provider of maintenance services is seeking a manager in West Palm Beach, FL. This role involves overseeing daily operations, providing employee training, and ensuring safety compliance in a busy airport environment. Candidates should have 10 years of supervisory...Weekend work- NexGen Surveying, LLC is seeking a Senior Land Survey Drafter (remote, hybrid, or in-office at West Palm Beach, FL) to lead client coordination and manage outsourced drafting partners. You will ensure accurate scoping, on-time delivery, QA/QC, and project profitability...SeniorRemote jobWork at office
- Solairus Aviation, Inc. is seeking a Full-Time Client Aviation Manager (CAM) to lead a flight department at KDJT airport. The CAM will... ...and scheduling to meet client needs with a focus on safety, service, and integrity. This role requires leadership experience, a college...Full time
- ...candidate will excel in customer relations and possess strong sales and closing abilities. Responsibilities include delivering customer service, managing technician hours, and maintaining shop cleanliness. This role offers competitive pay, vacation, and a family atmosphere...Senior
- A leading insurance brokerage in West Palm Beach, FL is seeking a Commercial Lines Account Manager to manage large commercial accounts.... ...knowledge of the Florida insurance market, and excellent customer service capabilities. Candidates should possess strong skills in...Senior
$170k - $225k
...Bank (the “Bank”) is a full-service commercial bank based in New... ...banking centers and private client offices in Manhattan, Boro Park... ...System and the Federal Deposit Insurance Corporation, and an equal... ...MCB). Position Summary The Senior Commercial Real Estate Lender...SeniorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Insurance Service Leader - Client Retention & Ops. Be the first to apply!
- service coordinator West Palm Beach, FL
- service team leader West Palm Beach, FL
- family service coordinator West Palm Beach, FL
- early intervention service coordinator West Palm Beach, FL
- food service coordinator West Palm Beach, FL
- service lead West Palm Beach, FL
- senior grant accountant West Palm Beach, FL
- senior tax West Palm Beach, FL
- senior consulting engineer West Palm Beach, FL
- senior dynamics crm developer West Palm Beach, FL


