Operations & Customer Service Team Manager Four Seasons – Pension & Financial Insurance Agency - Position No. 1758

What Will Your Day-to-Day Look Like?

Managing and leading an Operations & Customer Service team, with responsibility for daily operations, service quality, achievement of targets, stakeholder management, and process improvement across the financial, pension, and insurance sectors.

Responsibilities:

• Manage, lead, coach, and develop the Operations & Customer Service team.
• Oversee the operational processing of financial, pension, and insurance products in collaboration with insurance companies, investment houses, and product providers.
• Manage tasks, workloads, priorities, and operational controls.
• Ensure high service quality, timely processing, and effective support for insurance agents and clients.
• Identify gaps and exceptions and drive issues through to resolution.
• Improve, optimize, and implement workflows and systems.
• Collaborate closely with management, insurance agents, and internal stakeholders.
• Lead operational projects and the implementation of systems and processes.

What Are We Looking For?

• Previous experience managing an operations and/or customer service team – mandatory.
• Significant experience in the pension, insurance, and financial services sectors – mandatory.
• Familiarity with operational processes involving insurance companies, investment houses, and product providers – mandatory.
• Experience managing and monitoring processes and multiple stakeholder relationships.
• Strong leadership skills, the ability to motivate employees, and the ability to provide professional guidance and support.

Preferred Qualifications:

• Experience working at an insurance agency, insurance brokerage, investment house, or financial institution.
• Familiarity with financial and pension operations systems, Salesforce, and Formally.
• Experience working with insurance agents and leading projects.

What Else Should You Bring to the Table?

• Strong customer service orientation.
• Excellent organizational skills.
• Strong attention to detail.
• Analytical thinking.
• Effective prioritization skills.
• A strong sense of responsibility and the ability to lead processes in a complex, multi-stakeholder environment.