Director of Client Services- CA (Must reside in CA)

TRISTAR Insurance Group; Long Beach (CA); Remote; USD 100,000 - 125,000; Full time

Job summary

A financial services company in California is seeking a Director of Client Services to manage client accounts and ensure service delivery. The role requires a bachelor's degree and 3-5 years of experience in account management. Strong communication, organizational, and interpersonal skills are essential. The position offers a salary range of $100,000 - $125,000/year and is fully remote.

Qualifications

• Minimum of 3-5 years of account management or supervisory experience.
• Bachelor’s degree in related field or equivalent experience.

Responsibilities

• Manage essential account set-up functions for new clients.
• Monitor service to assigned client accounts.
• Provide consultative stewardship reporting to clients.

Skills

Excellent oral and written communication skills

PC literate, advanced skills in Microsoft Office

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 claims

Education

Bachelor’s degree in related field

Tools

Microsoft Office

Job description

Job Details

Job Location: Involuntary Remote - Remote, CA
Position Type: Full Time
Education Level: Bachelor's Degree
Salary Range: $100000.00 - $125000.00 Salary/year Director Client Services (Must Reside in CA)

This position must be based in California

DUTIES AND RESPONSIBILITIES

• Manages essential account set-up functions for new clients
• Continually monitors TRISTAR’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.
• 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.

EQUIPMENT OPERATED/USED

Computer, fax machine, copier, printer and other office equipment.

Special Equipment or Clothing

Appropriate office attire

QUALIFICATIONS REQUIRED

Education: Required: Bachelor’s degree in related field or equivalent combination of education and experience.

Experience: Must have a minimum of three (3) to five (5) years of account management or alternatively three (3) to five (5) years of supervisor experience.

PREFERRED SKILLS

• Excellent oral and written communication skills, including presentation skills
• PC literate, advanced skills in 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 claims; In-depth knowledge of client servicing
• Experience with Captives and Programs that deliver alternative risk solutions
• Ability to handle conflict and confront challenging issues in a fast work environment
• Ability to meet or exceed Performance Competencies