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

TRISTAR Insurance Group; Town of Texas (WI); Remote; USD 100,000 - 125,000; Full time

Job summary

A leading insurance company is seeking a Director of Client Services based in Texas. This role involves managing client accounts, ensuring service quality, and leading a team to meet performance standards. Candidates should have a relevant degree and significant account management experience, along with strong communication and analytical skills.

Qualifications

• 3-5 years of account management or supervisory experience.
• High School Diploma or GED; Bachelor's degree preferred or equivalent experience.

Responsibilities

• Manage essential account setup functions for new clients.
• Continuously monitor service to assigned client accounts.
• Negotiate changes or improvements to service plans.

Skills

Excellent communication

Presentation skills

Interpersonal skills

Analytical skills

Organizational skills

Negotiation skills

Leadership abilities

Account management skills

Conflict resolution

Education

Bachelor's degree in a related field

Tools

Microsoft Office

Excel

PowerPoint

Job description

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 offering program recommendations.
• Conducts client visits to review client loss experience and overall company performance.
• Reviews and identifies potential dissatisfaction areas before renewal meetings.
• Prepares for client renewal, contract revisions, and Client Service Instructions.
• Negotiates changes or improvements to service plans.
• Facilitates the reduction of process, technology, or resource barriers by coordinating with internal departments such as IT, operations, and business development.
• Coordinates 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.
• Responsible for budget preparation and profit/loss management for assigned accounts.
• Provides broker requests for information.
• Ensures compliance with all applicable quality initiatives.
• Travel as required.

Qualifications

This position must be based in Texas

Required Qualifications:

• High School Diploma or GED; Bachelor's degree in a related field (preferred) or equivalent experience.
• 3-5 years of account management or supervisory experience.

Preferred Skills:

• Excellent communication, presentation, and interpersonal skills.
• Proficiency in Microsoft Office, including Excel and PowerPoint.
• Strong analytical, organizational, negotiation, and facilitation skills.
• Leadership and motivational abilities.
• Ability to work independently and in teams.
• Strong account management skills.
• Knowledge of workers’ compensation, liability, and disability claims management.
• Deep understanding of client servicing.
• Ability to handle conflicts and challenging issues in a fast-paced environment.
• Ability to meet or exceed performance standards.