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Client Services Operations Manager Jobs in Indiana

Kobie Marketing

Operations Manager

Indianapolis, IN · On-site

Manage the daily operational logistics of the intra-Kobie team respective to the client assigned ... Working with client services team and technology team on the implementation and tracking of client ...

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Client Services Operations Manager information

What does a Client Services Operations Manager do?

A Client Services Operations Manager oversees the daily operations of a client services team, ensuring that customers receive high-quality support and solutions. They are responsible for streamlining processes, managing staff, and coordinating with other departments to meet client needs. This role often involves monitoring performance metrics, handling escalated client issues, and driving improvements in service delivery. Ultimately, their main goal is to enhance client satisfaction and maintain strong client relationships.

How does a Client Services Operations Manager typically collaborate with other departments to ensure client satisfaction?

A Client Services Operations Manager works closely with teams such as sales, account management, and product development to coordinate client deliverables and resolve issues efficiently. They often serve as the communication bridge, ensuring that client feedback and needs are clearly conveyed to internal stakeholders. Regular cross-functional meetings and continuous process improvements are common, allowing the manager to streamline workflows and enhance the overall client experience. This collaborative approach not only helps maintain high client satisfaction but also fosters a culture of teamwork and accountability across departments.

What are the key skills and qualifications needed to thrive as a Client Services Operations Manager, and why are they important?

To excel as a Client Services Operations Manager, you need a solid background in client relationship management, process optimization, and team leadership, often supported by a bachelor's degree in business or a related field. Familiarity with CRM platforms, project management tools, and data analysis software is typically required. Exceptional communication, problem-solving, and organizational skills set top performers apart in this role. These abilities are crucial for ensuring high client satisfaction, efficient service delivery, and effective coordination within the organization.

What cities in Indiana are hiring for Client Services Operations Manager jobs?

Cities in Indiana with the most Client Services Operations Manager job openings:

Client Services Operations Manager jobs near you

Client Services & Operations Specialist

Carmel, IN • On-site

Allied Solutions
Finance and Insurance • 1 - 5K employees
Learn more about Allied Solutionsexternal

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Allied Solutions rating

7.9

Company rating: 7.9 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

GAP Product Manager

Operating with a high degree of autonomy, this position independently manages client relationships and serves as the primary point of contact for all aspects of the GAP product. It is responsible for the strategic setup, oversight, and continuous optimization of lender and carrier rates, coverages, lender contracts, and contract changes/renewals across multiple systems. This role requires proactive decision-making in onboarding new clients, diagnosing complex issues, and implementing tailored solutions to meet lender requirements. It also oversees the execution of program changes and renewals, ensuring seamless transitions and regulatory compliance. This position serves as the GAP subject matter expert (SME) supporting both internal and external stakeholders to resolve escalated inquiries related to product functionality, technical challenges within Allied's Premium Accounting System (PIMS), client-facing online quoting/sales application (iQQ), and GAP claims resolution. This role requires advanced problem-solving, cross-functional collaboration, and precision in managing client data to uphold compliance with lender agreements and regulatory standards. Effective communication, analytical thinking, and commitment to continuous process improvement are essential.

Job Duties and Responsibilities:

Product Compliance & Regulatory Alignment

  • Ensure compliance with regulatory requirements in all client interactions, program adjustments, and GAP product management.
  • Serve as the primary problem-solving resource for GAP program management, acting as a subject matter expert and providing comprehensive support.
  • Develop, track, and maintain required regulatory forms used for product sales and fulfillment.
  • Work closely with Legal to ensure all documentation aligns with state compliance regulations and lender agreements.
  • Ensure all documents comply with regulations, reflect state-specific coverage and exclusions, and meet client-specific coverage requirements.
  • Manage all GAP product inquiries across email, phone, and chat while providing critical guidance and backup support to the call center.
  • Ensure product compliance and accuracy in sales processes, providing timely guidance and support for all client interactions and program adjustments.

Program Implementation & Client Lifecycle Management

  • Oversee entire management of new client onboarding, program modifications, name changes, mergers and terminations.
  • Create and execute client contracts, amendments, and rating worksheets for GAP Underwriters.
  • Validate and configure lender rates, coverages, and fees in PIMS and iQQ to ensure accurate borrower pricing and seamless remittance.
  • Facilitate communication and coordination between sales, senior field managers, clients, Legal, Accounting, and other relevant teams.

Operational Support & Resource Management

  • Generate and distribute monthly reports for GAP Underwriters, field teams, and clients.
  • Prepare client performance reviews and manage ticket requests within the CRM.
  • Conduct system testing, troubleshooting, and provide training.
  • Proofread and verify the accuracy of marketing content prior to distribution.
  • Manage supply fulfillment and distribution for client marketing materials, monitoring inventory levels and recommending replenishment strategies.
Qualifications (Education, Experience, Certifications & KSA):
  • Bachelor's Degree or an equivalent combination of education and directly related work experience required.
  • 3-4 years relevant experience required.

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