Job Details
Level: Experienced
Job Location: Involuntary Remote - Remote, CA
Position Type: Full Time
Education Level: Bachelor's Degree
Salary Range: $100,000 - $125,000 per year
Travel Percentage: 40%
Job Shift: Day
Job Category: Customer Service
Director Client Services (Must Reside in TX)
This position must be based in Texas
DUTIES AND RESPONSIBILITIES:
- Manages essential account setup functions for new clients.
- Continuously monitors TRISTAR’s service to assigned client accounts.
- Provides consultative stewardship reporting to clients, identifying issues and trends, and recommending programs.
- Conducts client visits to review loss experience and overall performance.
- Reviews potential dissatisfaction areas before renewal meetings.
- Handles client renewal, contract revisions, and service instruction preparation.
- Negotiates changes or improvements to service plans.
- Coordinates with internal departments to reduce process, technology, or resource barriers.
- Manages client invoicing, audits, and accounts receivable follow-up.
- Resolves major customer service issues and identifies proactive solutions.
- Identifies and solicits cross-selling opportunities.
- Participates in the local insurance community through education and memberships.
- Supervises and directs assigned staff.
- Prepares budgets and manages profit and loss for assigned accounts.
- Provides broker requests for information.
- Ensures compliance with all quality initiatives.
- Travel as required.
Qualifications
This position must be based in Texas
Required Qualifications:
- High School Diploma or GED required; Bachelor’s degree preferred or equivalent experience.
- 3-5 years of account management or supervisory experience.
Preferred Skills:
- Excellent communication, presentation, and negotiation skills.
- Proficiency in Microsoft Office, especially Excel and PowerPoint.
- Strong analytical, organizational, and interpersonal skills.
- Leadership and motivational abilities.
- Ability to work independently and in teams.
- Deep understanding of workers’ compensation, liability, and disability claims management.
- Knowledge of client servicing and conflict resolution.