Client Services Manager

Jobtailor; Town of Florida (NY); On-site; USD 95,000 - 140,000; Full time

Job summary

Jobtailor is seeking an experienced client account manager to oversee large national programs and multiple client services accounts in New York. The role emphasizes maintaining client relationships, renewals, pricing coordination, and cross-sell opportunities.

Strong background in workers’ compensation, liability, and disability claims management is required, along with excellent communication and negotiation skills. Proficiency in Microsoft Office and claims systems is essential.

Qualifications

• Bachelor's degree from an accredited college or university preferred
• Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative OR five (5) years adjuster experience including one (1) year in a supervisory capacity.
• Strong understanding in one of the following areas: workers compensation, liability and disability claims management
• Excellent oral and written communication, including presentation skills
• PC literate, including Microsoft Office products
• Analytical and interpretive skills
• Strong organizational skills
• Excellent interpersonal skills
• Excellent negotiation and facilitation skills
• Ability to work in a team environment
• Ability to handle conflict and confront challenging issues in a fast work environment
• Ability to meet or exceed Performance Competencies

Responsibilities

• To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
• Performs client renewal and Client Service Instruction preparation for assigned clients.
• Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
• Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
• Educates the client on loss data - drivers of cost impacting assigned programs.
• Coordinate project activity.
• Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
• Identifies issues that impact customer satisfaction.
• Identifies and solicits cross selling opportunities.
• Coordinates client contracts.

Skills

Client Account Management

Claims Management

Negotiation Skills

Microsoft Office Proficiency

Analytical Skills

Excellent Communication

Team Collaboration

Conflict Resolution

Organizational Skills

Interpersonal Skills

Education

Bachelor's degree

CPCU Certification

AIC Certification

ARM Certification

Tools

Claims Operating Systems

Banking Methodology

Microsoft Office

Job description

• To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
• Performs client renewal and Client Service Instruction preparation for assigned clients.
• Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
• Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
• Educates the client on loss data - drivers of cost impacting assigned programs.
• Coordinate project activity.
• Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
• Identifies issues that impact customer satisfaction.
• Identifies and solicits cross selling opportunities.
• Coordinates client contracts.

Requirements

• Bachelor's degree from an accredited college or university preferred
• Colleague to pursue CPCU, AIC and/or ARM or other related designation required
• Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative OR five (5) years adjuster experience including one (1) year in a supervisory capacity.
• Strong understanding in one of the following areas: workers compensation, liability and disability claims management
• Strong understanding of client location coding parameters, banking methodology, and claims operating systems
• Excellent oral and written communication, including presentation skills
• PC literate, including Microsoft Office products
• Analytical and interpretive skills
• Strong organizational skills
• Excellent interpersonal skills
• Excellent negotiation and facilitation skills
• Ability to work in a team environment
• Ability to handle conflict and confront challenging issues in a fast work environment
• Ability to meet or exceed Performance Competencies

Core Competencies

Demonstrates expertise in client account management, including client retention, contract coordination, and claims management. Proficient in analytical skills and effective communication to enhance customer satisfaction and identify cross-selling opportunities.

Highest-signal resume keywords

• Client Account Management
• Claims Management
• CPCU Certification
• Negotiation Skills
• Microsoft Office Proficiency

ATS Optimization Keywords

Hard Skills

• Client Renewal Preparation
• Location Coding Parameters
• Claims Operating Systems
• Banking Methodology
• Analytical Skills

Soft Skills

• Excellent Communication
• Organizational Skills
• Interpersonal Skills
• Team Collaboration
• Conflict Resolution

Certifications & Qualifications

• CPCU
• AIC
• ARM

Industry Keywords

• Workers Compensation
• Liability Claims
• Disability Claims
• Client Satisfaction
• Performance Competencies