Polly
Polly is on a mission to offer people a better way to buy insurance, by embedding it into life’s biggest purchases.
Manager, Client Services
Client Services RepresentativeClient ServicesFull TimeRemoteTeam 51-200Since 2015H1B No SponsorCompany SiteLinkedIn
Location
United States
Posted
24 days ago
Salary
$71K - $88K / year
Bachelor Degree6 yrs expEnglishCloud
Job Description
• Own end-to-end customer support performance, including service quality, efficiency, and cost to serve
• Champion smart automation and self-service to scale a high-quality customer experience as the business grows, balancing speed, personalization, and operational efficiency
• Prepare and present regular performance insights and recommendations to leadership
• Lead, engage, and build culture within a fully remote customer support team across time zones
• Lead, coach, and develop a high-performing customer service team
• Oversee daily operations, ensuring timely, accurate, and empathetic resolution of customer inquiries and issues
• Define and track KPIs such as response times, resolution rates, CSAT, and NPS to measure and improve team performance
• Partner with Product, Insurance Operations, and Technology teams to escalate and resolve complex customer issues and feedback
• Implement scalable processes, policies, and tools that support operational efficiency and a seamless customer experience
• Develop training programs and resources to ensure team members have the knowledge and skills to support customers effectively
• Create and maintain customer service documentation, FAQs, and knowledge base content
• Serve as a customer advocate, bringing insights from customer interactions to inform product and process improvements
• Stay current on industry best practices and emerging technologies to continuously enhance service delivery
Job Requirements
- Bachelor’s degree in Business, Communications, or related field preferred
- 6–8 years of experience in customer service or support roles, with at least 3 years in a leadership or manager position
- Proven track record managing customer service teams in a fast-paced, high-growth environment (startup, SaaS, fintech, or insur-tech preferred)
- Highly tech-savvy with hands-on experience using modern customer service platforms (e.g., Genesys, Salesforce Service Cloud), and a demonstrated ability to optimize workflows through tools, automation, and data
- Excellent leadership and coaching skills with the ability to inspire, motivate, and develop remote teams
- Exceptional communication, problem-solving, and conflict resolution skills
- Experience working in a regulated industry (insurance, financial services, or healthcare) a plus
- Experience driving performance, engagement, and accountability in a distributed (remote) workforce
Benefits
- Medical, dental and vision insurance
- HSA, FSA, Dependent Care FSA and Commuter pre-tax benefit
- Flextime PTO and generous holiday time
- Paid Parental leave + baby cash
- Matching 401(k) contributions
- Life & disability Insurance
- Work from anywhere options
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
Client Services Representative25 days ago
Full TimeRemoteTeam 501-1,000H1B Sponsor
Client Services Director managing/client relationships and oversight in mortgage industry
Client Services Representative25 days ago
Full TimeRemoteTeam 201-500H1B Sponsor
Client Support Coordinator at Octave facilitating client communications
Client Services Representative25 days ago
Full TimeRemoteTeam 30
The Associate Director/Director, Client Services leads client support, driving fundraising success for nonprofits, and engages in business development to expand Aperio's portfolio.
Raiser'S EdgeSalesforce
Client Services Representative25 days ago
Full TimeRemoteTeam 10,001+Since 2008H1B Sponsor
Strategic business partner for TaskUs clients driving growth and innovation
United States