Remote Client Services Manager

Client Services Manager   

"Building financial foundations for families to empower them today and leave a legacy for tomorrow .”  

Experior Financial Group is  looking for  a strategic, results-driven Client Services Manager to lead and continuously elevate our Client Services department. This role holds end-to-end accountability for policy servicing operations, carrier relationships, service delivery, and team performance, with a strong focus on operational excellence, automation, and the overall agent experience.  

The successful candidate will build a high-performing, technology-enabled team capable of delivering timely, accurate, and scalable support across the full policy servicing lifecycle ,  while cultivating a culture of accountability, innovation, and continuous improvement.  

Responsibilities:  

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• Lead, coach, and develop the Client Services team through hiring, onboarding, training, performance reviews, development planning, and employee engagement initiatives.   
  

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• Develop annual departmental goals, workforce plans, service strategies, and operational roadmaps aligned with corporate objectives.   
  

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• Oversee all policy servicing functions including AOR changes, Letters of Direction, ownership changes, beneficiary changes, carrier transfers, orphan policy management, and policy maintenance requests.   
  

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• Monitor workloads, staffing requirements, and capacity planning to ensure service levels are maintained during periods of growth.   
  

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• Serve as the primary escalation point for complex servicing issues, carrier concerns, agent complaints, and cross-functional operational challenges.   
  

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• Build strong carrier relationships and collaborate on improvements that enhance the client and agent experience.   
  

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• Partner with Contracting, New Business, Commissions, Broker Support, Compliance, IT, Accounting, and Leadership teams.   
  

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• Develop, document, and maintain SOPs, workflows, training materials, knowledge articles, and carrier reference guides.   
  

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• Lead process improvement initiatives focused on reducing cycle times, increasing accuracy, and improving scalability.   
  

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• Identify, evaluate, and implement AI, automation, and technology solutions that improve efficiency and service delivery.   
  

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• Establish quality assurance standards, audit completed work, identify trends, and implement corrective actions.   
  

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• Ensure compliance with carrier requirements, privacy regulations, and company policies while mitigating operational risk.   
  

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• Utilize dashboards, reporting, and business intelligence tools to support data-driven decision-making.   
  

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• Create agent education resources and communication processes designed to reduce servicing errors and incomplete submissions.   
  

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• Provide executive leadership with KPI reporting, recommendations, forecasts, and strategic initiatives.  
  

Qualifications:  

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• 5 - 7 years of progressive experience in life insurance, insurance operations, wealth management, or financial services operations.   
  

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• 3+ years of leadership or management experience.   
  

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• Strong knowledge of life insurance policy servicing practices and carrier requirements.   
  

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• Experience managing KPIs, SLAs, operational reporting, and team performance.   
  

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• Experience leading operational transformation initiatives.
   
  

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• Experience with workflow automation tools and AI technologies.
   
  

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• Knowledge of multiple carrier servicing requirements and procedures.
   
  

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• Excellent written, verbal, organizational, and project management skills.   
  

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• Strong analytical, problem-solving, and decision-making capabilities.   
  

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• Experience developing SOPs and operational documentation.   
  

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• Must reside and be authorized to work in Canada.  
  

What Experior Financial Group Inc. can offer you:   

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• Competitive compensation and a comprehensive total rewards package, including a n   employee group  savings  program , and  group  benefits coverage (health,  vision,  dental