ERGO NEXT Group INTERNAL logo
Insurance, Financial Services, Information Technology

Service Team Manager

Rochester, NYOnsiteFull TimeManager / Head$70,000–$80,000 /yrPosted 1 month ago

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Required skills

  • P&C license
  • customer service
  • insurance
  • automation
  • AI

Nice to have

  • results-driven
  • prioritization skills
  • strategic thinking

Role summary

ERGO NEXT is seeking a Service Team Manager in Rochester, NY, to lead a high-performing, customer-focused Service team. This hybrid role supports entrepreneurs by ensuring excellence across the customer policy lifecycle, managing daily team performance, and fostering an accountable culture. The manager will leverage technology, automation, and AI to enhance operational efficiency and service delivery in the SMB insurance space. Responsibilities include direct team management, process improvement identification, performance tracking, and handling customer escalations. A strong customer focus, leadership skills, clear communication, and industry/product knowledge, including a P&C license, are essential.

Location: Rochester, NY (hybrid)

ERGO NEXT’s mission is to help entrepreneurs thrive. We’re doing that by building the only technology-led, full-stack provider of small business insurance in the industry, taking on the entire value chain and transforming the customer experience.

Simply put, wherever you find small businesses, you’ll find ERGO NEXT.

Since 2016, we’ve helped hundreds of thousands of small business customers across the United States get fast, customized and affordable coverage. We’re backed by industry leaders in insurance and tech, and we still have room to grow — that’s where you come in.

The Service Team Manager supports NEXT Insurance’s vision by leading a high-performing, customer-focused Service team and ensuring excellence across the full customer policy lifecycle. This role is responsible for daily team performance, SLA attainment, and fostering a positive, accountable culture where Specialists are empowered to deliver exceptional service. They maintain deep knowledge of our insurance products and support escalations to ensure timely and effective resolution.

In partnership with the Service Department Manager and cross-functional teams, the Service Team Manager identifies opportunities to improve processes, reduce friction, and enhance the overall customer experience. They are forward-thinking in leveraging technology, automation, and AI-driven tools to improve operational efficiency, team productivity, and service delivery in the SMB insurance space.

What you'll do:

  • Report to and support the Service Department Manager in daily operations, contributing ideas for process improvements and technology enhancements.
  • Directly manage an assigned team of Specialists and collaborate cross-functionally with other teams and leadership to improve service delivery across the policy lifecycle.
  • Monitor phone, chat, Slack, and ticket queues in real-time, leveraging data and technology tools to make necessary adjustments to achieve daily goals. This includes developing tactics, tracking Specialist development through 1:1 meetings, individual development plans, and performance management.
  • Conduct regular team meetings to communicate team goals, performance updates, upcoming events/training, product updates, process enhancements, and overall company direction.
  • Answer Specialist questions, assist with complex problems, and ensure work complies with quality standards and guidelines, while identifying opportunities for automation, AI support, and skills enhancement.
  • Create and maintain a culture of teamwork and collaboration, fostering growth and removing obstacles to enable Specialists to focus on delivering exceptional customer service through efficient, tech-enabled workflows.
  • Provide quality customer service by interacting with customers, addressing inquiries, and effectively handling escalations, while capturing insights to inform cross-functional improvements and smarter operational solutions.
  • What we need:

  • Demonstrates strong customer focus and service leadership skills.
  • Communicates clearly and effectively, both verbally and in writing.
  • Is results-driven with strong organizational and prioritization skills.
  • Proactively identifies problems and recommends process improvements.
  • Thinks strategically about service impact across the policy lifecycle.
  • Is comfortable leveraging technology, automation, and AI to enhance operations.
  • Possesses strong industry and product knowledge.
  • Holds an active P&C license and relevant experience in insurance and customer service.
  • The range displayed on this job posting reflects the minimum and maximum target for new hire base salaries for the position in the location(s) listed. Within the range, individual pay is determined by additional factors, including, without limitation, job-related skills, experience, and relevant education or training. ERGO NEXT employees are also potentially eligible for our annual performance-based incentive program, in addition to our benefits package, consisting of our partially subsidized medical plan, fully subsidized vision/dental options, life insurance, disability insurance, 401(k), flexible paid time off, parental leave and more.

    US annual base salary range for this full-time position: $70,000—$80,000 USD

    Don’t meet every single requirement? Studies have shown that some underrepresented people are less likely to apply to jobs unless they meet every single qualification. At ERGO NEXT, we are dedicated to building a diverse, inclusive and respectful workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

    One of our core values is 'Play as a Team'; this means making sure everyone has an equal chance to participate and make a difference. We win by playing together. ERGO NEXT Insurance is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job-related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. ERGO NEXTs policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

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