Director, Client Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead efforts in client management and retention within the designated region.

• Oversee the overall performance of the TPA business segment, focusing on customer retention, revenue enhancement, and service delivery models.

• Act as the primary point of contact between customers, TPA leadership, and Point C corporate teams.

• Deliver consultative account management and promote strategic initiatives to enhance client satisfaction, operational integration, and financial performance.

• Direct a team of account managers, specialists, and coordinators.

• Conduct performance evaluations, career development planning, and continuous coaching.

• Manage capacity and workforce planning, allocating accounts and resources to maximize efficiency and client coverage.

• Establish and nurture relationships with key clients and partner stakeholders.

• Provide oversight and consultative assistance for Point C products, services, and project plans.

• Collaborate with sales teams on growth strategies, broker meetings, capability presentations, and finalist meetings.

• Foster operational alignment and effective issue resolution across internal teams.

• Monitor performance, proactively address issues, and report on results and action plans.

• Advocate for Point C and the TPA partner within the region.

• Perform additional duties as required.

⛳️ Requirements

• 7-10 years of experience in the self-funded healthcare, insurance, or TPA sectors.

• A minimum of 5 years in client management or a related leadership role.

• Bachelor’s degree is mandatory.

• Strong project management capabilities with the ability to drive processes, meet deadlines, and lead diverse teams.

• Exceptional verbal and written communication skills; able to convey information clearly and influence effectively.

• Strong interpersonal skills; adept at building rapport, navigating complex relationships, and diffusing tension as necessary.

• Keen attention to detail with a dedication to accuracy and timeliness.

• Resourceful, decisive, and capable of thriving in a fast-paced, dynamic environment.

• Proficient in Microsoft Office and related technology platforms.

• Experience working with brokers and/or benefits consultants is a plus.

• An active state insurance license is preferred.

🏝️ Benefits

• Comprehensive medical, dental, vision, and life insurance coverage.

• 401(k) retirement plan with employer match.

• Health Savings Account (HSA) & Flexible Spending Accounts (FSAs).

• Paid time off (PTO) and disability leave.

• Employee Assistance Program (EAP).