Client Services Director

This is a fully remote position, open to applicants in Florida, +12 more states.

📋 Description

• Develop account management strategies pertaining to client service plans.

• Retain current clients while enhancing customer satisfaction, increasing revenue, conducting client surveys, and generating new business.

• Manage programs for large clients needing dedicated teams, multiple locations, and intricate service models.

• Supervise local Client Services personnel.

• Deliver stewardship reports and educate clients on issues and trends affecting their programs.

• Conduct pre-renewal meetings to assess client loss experiences and company performance.

• Identify potential client dissatisfaction prior to renewal discussions.

• Execute client renewals, revise contracts, and prepare Client Service Instructions.

• Negotiate modifications or enhancements to service plans.

• Minimize barriers related to processes, technology, and resources by guiding and influencing internal teams.

• Manage client invoicing, audits, and follow up on accounts receivable.

• Address significant customer service challenges.

• Recognize and pursue cross-selling opportunities.

• Engage with the local insurance community through advanced education and membership affiliations.

• Oversee and direct staff assigned to programs that require multiple Account Representatives.

• Ensure adherence to applicable Quality initiatives.

⛳️ Requirements

• A bachelor's degree from an accredited college or university is preferred.

• CPCU, AIC, ARM, or other related designations are preferred.

• A minimum of ten (10) years of relevant experience or an equivalent combination of education and experience is required.

• At least two (2) years of experience as an account manager or five (5) years as an adjuster.

• Two (2) years of experience in a supervisory role.

• Experience in Liability and Workers Compensation lines of business is preferred.

• Strong ability for clear and conceptual thinking.

• Exceptional judgment, troubleshooting, problem-solving, analytical skills, and discretion.

• Capacity to manage work-related stress effectively.

• Ability to juggle multiple priorities concurrently.

• Capability to meet deadlines consistently.

• Proficient in computer keyboarding.

• Adequate hearing, vision, and verbal communication skills.

🏝️ Benefits

• Flexible work schedule.

• Referral incentive program.

• Opportunities for career development and promotion.

• Comprehensive medical, dental, vision, and 401K benefits available from day one.

• 401K matching contributions.

• Paid time off (PTO).

• Disability and life insurance coverage.

• Employee assistance programs.

• Flexible spending or health savings accounts.

• Additional voluntary benefits available.