Customer Service Manager

Leawood, KS

Posted: 11/07/2023 Recruiting Division: Administrative Job Number: EB-2093371781 Pay Rate: $80,000.00 - $90,000.00 per year

Job Description


Are you a dynamic and driven leader with a passion for guiding a high-performing team in the realm of Corporate Owned Life Insurance (COLI)/ Bank Owned Life Insurance (BOLI) Processing? If so, let's talk! Our client is looking for a Team Leader, to play a pivotal role in overseeing the COLI/BOLI Processing team. Reporting directly to the Corporate Vice President of Case Management, this leadership role offers an exciting opportunity for a talented, "team-first" professional to join an organization that values teamwork, community service, and a client-centric approach to business.



Key Responsibilities:
  • Provide visionary leadership, guidance, and mentorship to our team of professionals.
  • Prioritize and manage the team's workload to meet our client commitments promptly.
  • Ensuring the quality of data inputs, including new premium and processing reviews.
  • Ensure quality review and approval of policy-related disbursements.
  • Maintain processing procedures for all transactions within the team's discipline.
  • Support the team by addressing challenging questions promptly.
  • Proactively identify and propose solutions to mitigate risks within the organization.
  • Collaborate with the Accounting Department to resolve problematic accounting issues.
  • Organize and lead training sessions for your direct reports.
  • Offer assistance to the team regarding premium tax calculations, including Recapture Ceiling, NPT, 7-Pay capacity, and GDL capacity.
  • Manage projects and prioritize effectively.
  • Contribute to business improvement initiatives.



Qualifications:
  • A Bachelor's degree is preferred, while a High School Diploma or GED is required.
  • You should have a minimum of 2 years of experience managing a team in a production-focused customer service environment.
  • Experience in Life Insurance products, particularly COLI and BOLI products, is highly desired.
  • Familiarity with COLI and BOLI plan designs, such as Split Dollar, Deferred Compensation, and 162 Bonus Plans, is a significant plus.
  • Showcase strong leadership skills with a people-first approach.
  • Proficiency in Microsoft Word, Outlook, Excel, and Access.
  • Display the ability to think creatively and offer innovative solutions.
  • Proven ability to multitask effectively in a fast-paced environment.
  • Willingness and ability to obtain the FINRA Series 6 designation within 12 months of hire.
  • Possession of a professional designation or progress toward one, such as FLMI, and obtain Loma 1 and 2 within 12 months of hire.



If you are a driven, forward-thinking professional who thrives in a leadership role and wants to contribute to our client-focused mission, apply now to be a part of our collaborative and dynamic team. Your experience and passion can make a real impact on our success.


MH123
Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

About Leawood, KS

Ready to take the next step in your career? Explore our job opportunities around Leawood, Kansas, and unlock a world of endless possibilities. Located in Johnson County, just minutes from Kansas City, Leawood offers a perfect blend of suburban charm and urban convenience. With top-rated schools, a thriving economy, and a vibrant arts scene including the Nerman Museum of Contemporary Art and the renowned Leawood Fine Art Gallery, this area is a haven for professionals seeking growth and opportunity. Indulge in the local barbecue and explore the beautiful parks like Tomahawk Creek Trail or Ironwoods Park. Join the vibrant community and consider making Leawood your career destination today.