Director, Client Services

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

📋 Description

• Oversee the delivery of client services for the company and foster robust, long-lasting relationships with designated clients.

• Act as the primary contact for any account-related inquiries.

• Handle account setup procedures for new clients.

• Supervise TRISTAR’s services provided to designated client accounts.

• Create and present consultative stewardship reports to clients.

• Recognize and inform clients about claims activity and trends impacting their programs.

• Offer program recommendations to clients.

• Conduct client visits to discuss loss experiences and the performance of the company.

• Detect potential client dissatisfaction prior to renewal meetings.

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

• Negotiate adjustments or enhancements to service plans.

• Lead and guide internal departments to alleviate process, technology, and resource limitations.

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

• Address significant customer service challenges and develop proactive solutions.

• Identify and pursue cross-selling opportunities.

• Engage in the local insurance community through advanced education and professional affiliations.

• Develop budgets and oversee the profit and loss for assigned accounts in collaboration with Branch and Regional management.

• Ensure adherence to relevant Quality initiatives.

• Travel as necessary.

⛳️ Requirements

• A Bachelor's degree in a relevant field or a suitable combination of education and experience.

• A minimum of 3–5 years in account management or 3–5 years of supervisory experience.

• Exceptional oral and written communication skills, including strong presentation abilities.

• Proficient in Microsoft Office suite, particularly Excel and PowerPoint.

• Strong analytical and interpretative capabilities.

• Excellent organizational and interpersonal skills.

• Proven negotiation and facilitation talents.

• Skills in leadership, management, and motivation.

• Capable of working both independently and collaboratively in a team setting.

• Strong ability to round out accounts.

• Comprehensive understanding of workers’ compensation and liability claims.

• Extensive knowledge of client servicing practices.

• Experience with Captives and Programs that provide alternative risk solutions.

• Proficient in managing conflict and addressing challenging issues in a dynamic work environment.

• Ability to meet or surpass Performance Competencies.

• Capable of generating analytical program data through graphs and tables, efficiently using spreadsheets, and performing calculations and automation to process large data volumes.

• Appropriate office attire is required.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Supportive and collaborative work environment.