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© All Rights Reserved. ApplyBlast.com
Experior Financial Group
Experior Financial Group is seeking a strategic Client Services Manager to lead the Client Services department and drive operational excellence in policy servicing. This role involves managing a high-performing team, overseeing carrier relationships, and implementing automation solutions to enhance service delivery and agent experiences. The successful candidate will develop operational roadmaps, establish quality standards, and partner with cross-functional teams to ensure compliance and scalability.
Experior Financial Group Inc. is a North American managing general agency (MGA) that supports licensed agents through recruiting, training and back-office services while connecting clients with life insurance, investments and related financial products. It uses a Tri-Brid MGA model that combines captive, brokerage and network elements, operating across Canada and the USA with a head office in Canada.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Experior Financial Group.
33% below the average for this role