Manage a small book of business while meeting all performance expectations for production, quality ... Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications ...
New
Manage a small book of business while meeting all performance expectations for production, quality ... Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications ...
New
Manage a small book of business while meeting all performance expectations for production, quality ... Champion IOA core values and demonstrate integrity and leadership. Ideal Candidate Qualifications ...
New
Loxley, AL · On-site
$40K - $120K/yr
Signing bonus You May Be a Great Fit as a Multiline Manager at Ashleigh Mooney - State Farm Agent If: * You're the person people rely on when life gets complicated, staying calm and steady while ...
Loxley, AL · On-site
$40K - $120K/yr
Signing bonus You May Be a Great Fit as a Multiline Manager at Ashleigh Mooney - State Farm Agent If: * You're the person people rely on when life gets complicated, staying calm and steady while ...
Clayton is a leading single-family, values-driven home builder dedicated to attainable housing, sustainable practices and creating a world-class experience for customers and team members. Our company ...
Clayton is a leading single-family, values-driven home builder dedicated to attainable housing, sustainable practices and creating a world-class experience for customers and team members. Our company ...
Addison, AL · On-site
Clayton is a leading single-family, values-driven home builder dedicated to attainable housing, sustainable practices and creating a world-class experience for customers and team members. Our company ...
Addison, AL · On-site
Clayton is a leading single-family, values-driven home builder dedicated to attainable housing, sustainable practices and creating a world-class experience for customers and team members. Our company ...
Clayton is a leading single-family, values-driven home builder dedicated to attainable housing, sustainable practices and creating a world-class experience for customers and team members. Our company ...
Clayton is a leading single-family, values-driven home builder dedicated to attainable housing, sustainable practices and creating a world-class experience for customers and team members. Our company ...
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... Collaborate with the internal teams to introduce clients to new offerings and value-added services.
Quick apply
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... Collaborate with the internal teams to introduce clients to new offerings and value-added services.
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... Collaborate with the internal teams to introduce clients to new offerings and value-added services.
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... Collaborate with the internal teams to introduce clients to new offerings and value-added services.
Auburn, AL · On-site
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... Collaborate with the internal teams to introduce clients to new offerings and value-added services.
Auburn, AL · On-site
As a Client Advisory Manager , you will be the cornerstone of our client-centric approach ... Collaborate with the internal teams to introduce clients to new offerings and value-added services.
Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ... Lead client conversations with advanced credit knowledge and structure complex credit and banking ...
Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ... Lead client conversations with advanced credit knowledge and structure complex credit and banking ...
Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ... Lead client conversations with advanced credit knowledge and structure complex credit and banking ...
Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ... Lead client conversations with advanced credit knowledge and structure complex credit and banking ...
Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ... Lead client conversations with advanced credit knowledge and structure complex credit and banking ...
Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring ... Lead client conversations with advanced credit knowledge and structure complex credit and banking ...
Manager of Patient Experiencewill coordinate and lead the centers Unit Based Councils. Education ... consistent with program values, vision, and mission. Provide actionable insights and ...
Manager of Patient Experiencewill coordinate and lead the centers Unit Based Councils. Education ... consistent with program values, vision, and mission. Provide actionable insights and ...
You will be valued, cared for, and challenged on your path to becoming a world-class professional ... Master of Business Administration (MBA) and/or Project Management Professional (PMP) a plus. Our ...
You will be valued, cared for, and challenged on your path to becoming a world-class professional ... Master of Business Administration (MBA) and/or Project Management Professional (PMP) a plus. Our ...
Birmingham, AL · On-site
$125K - $190K/yr
... client's value * Anticipate risks and obstacles early on, create contingency plans and ... Manage client relationship during the project duration * Take accountability for both client and ...
Birmingham, AL · On-site
$125K - $190K/yr
... client's value * Anticipate risks and obstacles early on, create contingency plans and ... Manage client relationship during the project duration * Take accountability for both client and ...
Birmingham, AL · On-site
$125K - $190K/yr
... client's value * Anticipate risks and obstacles early on, create contingency plans and ... Manage client relationship during the project duration * Take accountability for both client and ...
Birmingham, AL · On-site
$125K - $190K/yr
... client's value * Anticipate risks and obstacles early on, create contingency plans and ... Manage client relationship during the project duration * Take accountability for both client and ...
You will be valued, cared for, and challenged on your path to becoming a world-class professional ... Master of Business Administration (MBA) and/or Project Management Professional (PMP) a plus. Our ...
You will be valued, cared for, and challenged on your path to becoming a world-class professional ... Master of Business Administration (MBA) and/or Project Management Professional (PMP) a plus. Our ...
Birmingham, AL · On-site
$108K - $145K/yr
Manage the change management process - identifying, analyzing, approving, and implementing changes that affect the project cost * Analyse tenders/bids to ensure client value for money * Assist in the ...
Birmingham, AL · On-site
$108K - $145K/yr
Manage the change management process - identifying, analyzing, approving, and implementing changes that affect the project cost * Analyse tenders/bids to ensure client value for money * Assist in the ...
Attalla, AL · On-site
$65K - $85K/yr
POSITION SUMMARY The Client Success & Business Development Manager plays a critical role in ... They are continually asking how they can improve to deliver more value or attract new clients.
Quick apply
Attalla, AL · On-site
$65K - $85K/yr
POSITION SUMMARY The Client Success & Business Development Manager plays a critical role in ... They are continually asking how they can improve to deliver more value or attract new clients.
Birmingham, AL · On-site +1
$108K - $145K/yr
Manage the change management process - identifying, analyzing, approving, and implementing changes that affect the project cost * Analyse tenders/bids to ensure client value for money * Assist in the ...
Birmingham, AL · On-site +1
$108K - $145K/yr
Manage the change management process - identifying, analyzing, approving, and implementing changes that affect the project cost * Analyse tenders/bids to ensure client value for money * Assist in the ...
Bessemer, AL · On-site
$68K - $92K/yr
... value to clients. Key Responsibilities Business Development and Market Growth * Identify, pursue, and develop new client opportunities within the assigned market focus area. * Build and manage a ...
Bessemer, AL · On-site
$68K - $92K/yr
... value to clients. Key Responsibilities Business Development and Market Growth * Identify, pursue, and develop new client opportunities within the assigned market focus area. * Build and manage a ...
$32.6K - $39.2K
7% of jobs
$39.2K - $45.7K
9% of jobs
$45.7K - $52.3K
2% of jobs
$58.8K is the 25th percentile. Wages below this are outliers.
$52.3K - $58.8K
6% of jobs
$58.8K - $65.4K
2% of jobs
$65.4K - $71.9K
4% of jobs
$71.9K - $78.5K
10% of jobs
$78.5K - $85K
5% of jobs
The median wage is $86.5K / yr.
$85K - $91.6K
14% of jobs
$91.6K - $98.1K
5% of jobs
$99.9K is the 75th percentile. Wages above this are outliers.
$98.1K - $104.7K
34% of jobs
$32.6K
$81.5K
$104.7K
| Aspect | Client Value Manager | Customer Success Manager |
|---|---|---|
| Primary Focus | Maximizing client value and strategic partnership | Ensuring customer satisfaction and retention |
| Skills & Certifications | Business analysis, client relationship management, certifications like CBV or similar | Customer service, communication, CRM tools |
| Work Environment | Consultative, strategic, often in B2B settings | Support-oriented, client-facing roles in various industries |
| Industry Usage | Finance, consulting, SaaS, B2B services | Technology, SaaS, retail, service industries |
The Client Value Manager focuses on delivering strategic value and strengthening client relationships through analysis and tailored solutions. In contrast, the Customer Success Manager emphasizes customer satisfaction, retention, and support. While both roles involve client interaction, their core objectives and skill sets differ, making each vital in different stages of the client lifecycle.
Full-time
Medical, Retirement
Posted 6 days ago
New
8.9
Based on 17 frontline employees who took The Breakroom Quiz
44th of 281 rated insurance
Description
Job Description:
Title: Private Client Group Supervisor – Personal Lines
Work Mode: Fully remote for candidates able to work EST/CST shift | Experience: Quoting & Binding High Net Worth or Private Client Group Personal Lines Policies. Supervisory experience. Valid active licensing.
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations
About the Role: The Private Client Group Supervisor is responsible for overseeing the daily operations of the Private Client Group team while maintaining a small book of business and ensuring exceptional client service. This role drives operational efficiency, team performance, and service excellence through leadership, coaching, process improvement, and collaboration with Personal Lines leadership. The Supervisor serves as a key resource for complex personal lines matters, supports employee development, and ensures team objectives align with departmental and organizational goals.
Key Responsibilities:
Account Management: Manage a small book of business while meeting all performance expectations for production, quality, and client service.
Team Leadership: Direct day-to-day activities and workflow of assigned team members, ensuring efficient workload distribution and service continuity.
Performance Management: Monitor team productivity, quality, and service standards; identify performance trends and provide coaching and development support.
Employee Development: Coordinate onboarding, training, mentoring, and ongoing professional development to strengthen team capabilities and engagement.
Talent Acquisition Support: Participate in candidate interviews and provide hiring recommendations to support team growth and staffing needs.
Operational Collaboration: Partner with Personal Lines leadership to address process, service, quality, and personnel challenges while developing effective solutions.
Communication & Reporting: Maintain frequent and transparent communication regarding team performance, priorities, and operational activities with leadership.
Process Improvement: Identify, recommend, and implement best practices and operational improvements to enhance team and department effectiveness.
Compliance & Standards: Ensure adherence to core work processes, company policies, regulatory requirements, and operational standards.
Resource Management: Manage team scheduling and staffing considerations to support service goals and business continuity.
Client Service Excellence: Support the resolution of escalated client service issues and serve as a resource for complex personal lines matters.
Technical Expertise: Maintain advanced personal lines knowledge and provide guidance on industry trends, carrier requirements, and coverage solutions.
Carrier & Internal Relationships: Develop productive relationships with carriers, leadership, and internal teams to support service excellence and operational success.
Leadership Development: Continuously enhance leadership and management skills through professional development and participation in organizational initiatives.
Champion IOA core values and demonstrate integrity and leadership.
Ideal Candidate Qualifications:
7+ years of insurance industry experience with broad personal lines knowledge
4+ years of insurance leadership, supervisory, or management experience
3+ years of Personal Lines experience preferred
Advanced insurance account management and client service skills
All required active insurance licensing
Strong leadership, coaching, and team development capabilities
Exceptional customer service, communication, and relationship management skills
Excellent organizational, multitasking, and decision-making abilities
Ability to manage high work volumes with accuracy and attention to detail
Proficiency in Microsoft Office applications (Outlook, Word, Excel)
College degree preferred; High School Diploma (or equivalent) required
Exceptional personal character, professionalism, and integrity
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $85,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Get the full story on Breakroom
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Insurance services
1,001 - 5,000 Employees
Longwood, FL, US
1988