What are the responsibilities and job description for the Director of Client Services (Work Comp and Liability) position at Elite?
POSITION DESCRIPTION
Must live in TEXAS, but the role offers remote work from home
POSITION: Director of Client Services
STATUS: Exempt
TRAVEL REQUIRED: Yes
POSITIONS SUPERVISED: Not applicable
DUTIES AND RESPONSIBILITIES:
QUALIFICATIONS REQUIRED:
Education: Required: Bachelor’s degree in related field or equivalent combination of education and experience.
Experience: Must have minimum of three (3) to five (5) years of account management or alternatively three (3) to five (5) years supervisor experience.
Preferred Skills
Must live in TEXAS, but the role offers remote work from home
POSITION: Director of Client Services
STATUS: Exempt
TRAVEL REQUIRED: Yes
POSITIONS SUPERVISED: Not applicable
DUTIES AND RESPONSIBILITIES:
- Manages essential account set-up functions for new clients
- Continually monitors COMPANY’s service to assigned client accounts
- Provides consultative stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs; providing program recommendations
- Conducts client visits reviewing client loss experience and general company performance.
- Reviews and identifies areas of potential dissatisfaction prior to renewal meetings.
- Performs client renewal, contract revision, and Client Service Instruction preparation.
- Negotiates changes or improvements to service plan.
- Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development.
- Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
- Resolves all major customer service issues; identification of proactive solutions
- Identifies and solicits cross-selling opportunities.
- Participates in local insurance community through advanced education and affiliation memberships.
- Supervises and directs staff as assigned.
- Responsible for budget preparation and profit and loss on assigned accounts in conjunction with Branch and Regional management.
- Provides broker requests for information.
- Ensures compliance with all applicable Quality initiatives.
- Travel as required.
QUALIFICATIONS REQUIRED:
Education: Required: Bachelor’s degree in related field or equivalent combination of education and experience.
Experience: Must have minimum of three (3) to five (5) years of account management or alternatively three (3) to five (5) years supervisor experience.
Preferred Skills
- Excellent oral and written communication skills, including presentation skills
- PC literate, including Microsoft Office products, Excel, PowerPoint
- Analytical and interpretive skills
- Strong organizational skills
- Excellent interpersonal skills
- Excellent negotiation and facilitation skills
- Leadership/management/motivational skills
- Ability to work independently and in a team environment
- Excellent account rounding ability
- Strong understanding of workers’ compensation and liability; In-depth knowledge of client servicing
- Ability to handle conflict and confront challenging issues in a fast work environment
- Ability to meet or exceed Performance Competencies
