Client Specialist Team Manager - Insurance |Night Shift
Cobden & Carter International
Role:
As a member of the NA Client Service Teams this role will be leading a team of Client Support Specialists responsible for processing of pre renewal, broking, binding and post binding activities required for placement and service of our NA CRB clients and prospects. Role will also work closely with Client Advocacy, Client Service and Broking team based out of US on a daily basis to delivery White Glove Service to our clients and prospects.
Principal Duties/Responsibilities
Process & Stakeholder Management
- Deliver/ Manage KPI's and metrics in line with the prescribed targets
- Prioritize and organize work according to business priorities.
- Develop an in depth understanding of the technical aspects of the process.
- Driving process improvements within team for improved efficiency, client experience or better risk controls
- Periodic review of process risks and ensuring adequate controls are in place.
- Meeting with stakeholders to discuss process related challenges and opportunities
- Work with relevant stakeholders for effectively resolving escalations.
- Leading projects / tasks E2E in coordination with onshore stakeholders
Resource Planning
- Forecasting and planning of resource requirements
- Manage resources efficiently through peaks and troughs in the business cycle.
- Ensure contingency planning is in place for critical resources
People Management / Development:
- Setting appropriate goals & expectations for the team and conducting regular progress reviews.
- Work closely with individuals and groom them to their full potential.
- Assessing and developing competency levels to make sure team members have the expertise needed to add value to the business.
- Proactive identification of performance issues. Creating action plan and coaching them to improve performance.
- Conduct 1-1 and team meetings in line with Operational Engagement Framework.
- Managing attrition and absenteeism in the team
MI Reviews
- Lead MI reviews for the business unit and manage related tasks ensuring delivery
- Risk Assessment & Review
- Ensure delivery of standardized policies, procedures and service standards. Ensures these are
- understood and followed by the business so that all aspects of risk management, information security, legislation and regulation are managed effectively
Qualifications
- Bachelor's degree holder required
- Healthcare / Insurance experience required (Property, Casualty Insurance experience highly preferred)
- Strong leadership experience
- Proven track record of delivering excellent levels of Client Service across varied stakeholders through a large operating function
- Experienced leader with proven ability in managing a function to deliver an agreed set of homogeneous processes
Work Setup:
Location: Taguig
Set-up: Onsite 100%
Shift: Night shift
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