Client Service Director

This is a fully remote position, open to applicants in Alabama, +4 more states.

📋 Description

• Lead and oversee a team of Account Executives tasked with managing a designated portfolio of business.

• Foster collaborative relationships to enhance customer satisfaction, retention, and profitable growth.

• Implement cross-selling and conversion strategies.

• Develop and execute retention and growth plans, which include service-level discussions, process enhancements, benefit-plan operations, gap analysis, root-cause assessments, and solution development.

• Offer guidance, training, and leadership to the account team.

• Strategically plan, staff, and coordinate goals and projects.

• Create training programs and materials tailored for the sales departments.

• Assess performance metrics and allocate staff resources to fulfill service expectations.

• Recruit, select, retain, develop, motivate, assess, and coach team members.

• Supervise renewal processes, call handling, and collaboration to provide outstanding constituent service.

• Recognize opportunities to enhance customer/broker satisfaction and improve team efficiency.

• Organize training and development seminars for products.

• Liaise with both internal and external stakeholders.

• Travel to offsite locations for face-to-face meetings.

⛳️ Requirements

• Minimum of 7 years of experience in self-funded healthcare.

• 7-10 years of sales and/or account management experience within the healthcare sector.

• Active Health & Life license.

• Prior client management experience with carriers, TPAs, or in account management with broker experience.

• Proven track record of successful client account retention and revenue growth.

• Experience working with large national clients is advantageous.

• Willingness to travel as required.

• Bachelor’s Degree or equivalent professional experience.

• Capability to travel to offsite venues for in-person meetings.

🏝️ Benefits

• Sales Incentive Commissions.

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Paid time off.

• Retirement savings options.

• Wellness programs.

• Additional resources supporting physical, emotional, and financial well-being, subject to eligibility.