Director of Client Services- FL; reside in FL

Overview Salary Range: $ - $ Salary/year
Position Type:
Full Time
Education Level:
Bachelor's Degree

Travel Percentage :
40%
Category:
Insurance
Director of Client Services- FL(Must reside in FL)

DUTIES AND RESPONSIBILITIES:

• Manages essential account set‑up functions for new clients
• Continually monitors TRISTAR’s service to assigned client accounts
• Develops and delivers consultative stewardship reporting to clients; identifying and educating clients on claim activity 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.
• Ability to produce analytical program data through graphs and tables, use spreadsheets efficiently, and perform calculations and automation to process large volumes of data.
• 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

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, Power Point
• 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