Client Services Manager

Location: Dallas Area, but will be remote

At SUI, we specialize in protecting organizations that lend, support, and invest in their communities. Since 1978, we've provided insurance, escrow, compliance, and risk management solutions to community banks, auto finance companies, and regional lenders.

We understand our clients' unique challenges—and we help them overcome them with tailored, efficient, and compliant solutions. If you're passionate about client success and want to work with a company that empowers local businesses and communities, we'd love to meet you.

As a Client Services Manager, you'll provide high-level support to OSC clients by establishing rapport and building product confidence with customers. The Client Services Manager is responsible for understanding the client's business and operating strategy and translating information into specific client service requests (CSRs) with executable steps focused on achieving improvement in client and borrower experience, scalability, process standardization and operational efficiency in accordance with industry standards, regulatory agencies and client and company objectives and policies.

• Using knowledge of the client's business needs, identify and implement effective solutions and respond to inquiries in a timely and accurate manner.
• Create and maintain a client specific Client Procedure Manual.
• Work with technology groups to implement and test programming changes and requests.
• Identify trends based on client questions/feedback and provide solutions to known issues.
• Monitor performance and client perception of service to ensure issues are identified and resolved quickly and effectively.
• Meet with clients, either in person or via telephone, on a regular basis and document all information in call reports to be provided to management.
• Complete a site visit minutes document to correspond to each client visit.
• Maintain an up-to-date