Director, Client Service Manager- Insurance
Barings, Charlotte, NC, United States
At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Title: Director, Client Service Manager- Insurance
Business Unit: Client Experience
Location: Charlotte, NC
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.
Job Summary We are seeking a senior Client Service Manager with experience
supporting institutional insurance clients . This individual will serve as a trusted partner and primary point of contact, responsible for the successful resolution of day‑to‑day administrative and operational client needs while working closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to ensure exceptional end‑to‑end service delivery.
Success in this role requires strong relationship management capabilities, excellent cross‑functional collaboration skills, and a working understanding of U.S. insurers’ complex regulatory and reporting requirements. The ideal candidate brings a client‑first mindset, a proactive approach to issue resolution, and the ability to anticipate client needs while identifying service enhancements that strengthen Barings’ value proposition.
Primary Responsibilities
Partner with the Client Onboarding team and cross functional stakeholders to ensure a smooth and efficient onboarding experience for new clients, staying closely informed of progress and acting as a point of escalation to resolve issues promptly.
Develop and maintain a strong understanding of assigned clients and work closely with internal partners to deliver superior service while proactively identifying opportunities to enhance the client experience and strengthen the relationship.
Manage and coordinate resolution of complex client inquiries, including topics related to accounting, regulatory reporting, performance, cash flow activity, legal documentation, and other operational processes.
Maintain updated client data, interactions, and service records in CRM application Client360, ensuring transparent internal communication and alignment with broader client relationship team on issues, opportunities and developments.
Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Compliance on appropriate messaging and delivery.
Attend agreed client meetings virtually and in person, coordinating the agenda and materials, hosting discussions, and leading on takeaways as agreed with distribution and investment teams. Coordinate, prepare materials, and host operational due diligence meetings.
Maintain proactive, ongoing dialogue with clients, sharing regular updates on the firm’s progress, strategic initiatives, and other organizational developments.
Contribute to strategic initiatives and projects aimed at improving the overall client experience, and provide support across Barings’ broader U.S. (and, in unique cases, global) client base as part of a collaborative Client Experience team.
Qualifications
10+ years of experience in asset management, insurance asset management, institutional client service, or management consulting supporting financial services.
Demonstrated experience servicing segregated accounts for large institutional client relationships.
Demonstrates high emotional intelligence, with the ability to build trust, navigate sensitive situations thoughtfully, and engage with clients and colleagues in an empathetic, solutions oriented manner.
Understanding of insurance reporting conventions and operating models.
Basic technical knowledge of fixed income, multi asset, and alternative strategies.
Proven ability to coordinate effectively across cross functional teams and address complex client servicing needs timely and accurately.
Excellent written and verbal communication skills, with the ability to simplify complex investment, operational, and reporting concepts for various internal and external audiences.
Proficient in Excel, PowerPoint, and Word; experience with CRM tools (Salesforce) preferred.
Highly organized, detail oriented, and effective at managing competing priorities under deadline pressure.
Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
Barings Offers a Comprehensive Benefits Package Including CORE BENEFITS & WELL-BEING
Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
Fitness Center Reimbursement Program (Including Online Memberships)
Employee Assistance Program (EAP)
Fertility Benefits
FINANCIAL WELL-BEING
Highly competitive 401(k) Plan with Company Match
Health Savings Account (HSA) with Company Contributions
Flexible Spending Accounts (FSA) - Health Care & Dependent Care
Retirement Health Reimbursement Account
LIFE INSURANCE
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
TIME OFF, DISABILITY AND LEAVE OF ABSENCE
Paid Vacation, Sick Days and Annual Holidays
Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
Short and Long Term Disability Plans
Paid Volunteer Time
Other Benefits
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program
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We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Title: Director, Client Service Manager- Insurance
Business Unit: Client Experience
Location: Charlotte, NC
Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.
Job Summary We are seeking a senior Client Service Manager with experience
supporting institutional insurance clients . This individual will serve as a trusted partner and primary point of contact, responsible for the successful resolution of day‑to‑day administrative and operational client needs while working closely with Distribution, Operations, Legal/Compliance, Investment, and other internal teams to ensure exceptional end‑to‑end service delivery.
Success in this role requires strong relationship management capabilities, excellent cross‑functional collaboration skills, and a working understanding of U.S. insurers’ complex regulatory and reporting requirements. The ideal candidate brings a client‑first mindset, a proactive approach to issue resolution, and the ability to anticipate client needs while identifying service enhancements that strengthen Barings’ value proposition.
Primary Responsibilities
Partner with the Client Onboarding team and cross functional stakeholders to ensure a smooth and efficient onboarding experience for new clients, staying closely informed of progress and acting as a point of escalation to resolve issues promptly.
Develop and maintain a strong understanding of assigned clients and work closely with internal partners to deliver superior service while proactively identifying opportunities to enhance the client experience and strengthen the relationship.
Manage and coordinate resolution of complex client inquiries, including topics related to accounting, regulatory reporting, performance, cash flow activity, legal documentation, and other operational processes.
Maintain updated client data, interactions, and service records in CRM application Client360, ensuring transparent internal communication and alignment with broader client relationship team on issues, opportunities and developments.
Deliver client communications related to key events, reporting updates, product enhancements, operational changes, firm announcements, webinar invitations, and other strategic communications while partnering with Distribution, Investments, Product, Marketing, Legal, and Compliance on appropriate messaging and delivery.
Attend agreed client meetings virtually and in person, coordinating the agenda and materials, hosting discussions, and leading on takeaways as agreed with distribution and investment teams. Coordinate, prepare materials, and host operational due diligence meetings.
Maintain proactive, ongoing dialogue with clients, sharing regular updates on the firm’s progress, strategic initiatives, and other organizational developments.
Contribute to strategic initiatives and projects aimed at improving the overall client experience, and provide support across Barings’ broader U.S. (and, in unique cases, global) client base as part of a collaborative Client Experience team.
Qualifications
10+ years of experience in asset management, insurance asset management, institutional client service, or management consulting supporting financial services.
Demonstrated experience servicing segregated accounts for large institutional client relationships.
Demonstrates high emotional intelligence, with the ability to build trust, navigate sensitive situations thoughtfully, and engage with clients and colleagues in an empathetic, solutions oriented manner.
Understanding of insurance reporting conventions and operating models.
Basic technical knowledge of fixed income, multi asset, and alternative strategies.
Proven ability to coordinate effectively across cross functional teams and address complex client servicing needs timely and accurately.
Excellent written and verbal communication skills, with the ability to simplify complex investment, operational, and reporting concepts for various internal and external audiences.
Proficient in Excel, PowerPoint, and Word; experience with CRM tools (Salesforce) preferred.
Highly organized, detail oriented, and effective at managing competing priorities under deadline pressure.
Requisite Skills Additional Skills Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
Barings Offers a Comprehensive Benefits Package Including CORE BENEFITS & WELL-BEING
Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
Fitness Center Reimbursement Program (Including Online Memberships)
Employee Assistance Program (EAP)
Fertility Benefits
FINANCIAL WELL-BEING
Highly competitive 401(k) Plan with Company Match
Health Savings Account (HSA) with Company Contributions
Flexible Spending Accounts (FSA) - Health Care & Dependent Care
Retirement Health Reimbursement Account
LIFE INSURANCE
Basic and Supplemental Life Insurance
Spouse and Child Life Insurance
TIME OFF, DISABILITY AND LEAVE OF ABSENCE
Paid Vacation, Sick Days and Annual Holidays
Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
Short and Long Term Disability Plans
Paid Volunteer Time
Other Benefits
Education Assistance Program
Charitable Matching Gifts Program
Commuter Reimbursement Program
Adoption and Surrogacy Reimbursement Program
#J-18808-Ljbffr