Client Experience Manager I

AmTrust Financial Services, Inc.•Southington, CT

About The Position

The Client Experience Manager (CXM) reports to the Manager, Client Experience and provides client support throughout the life of a policy. The role supports Sales, Underwriting, and Claims in driving client retention and growth by building loyal, satisfied clients while improving loss cost and experience modifications. With a regional focus, the CXM works alongside internal teams to address their needs and those of clients, serving as a point of accountability for issues that arise during a policy’s life. The CXM acts as a proactive, consultative resource and brand representative for clients, agents, and insureds. The role uses claim data and analytics to identify account-improvement opportunities, supports new and renewal business, coordinates claim reviews and service plans, and helps ensure a high level of customer satisfaction. The CXM is expected to understand and uphold AmTrust’s mission, vision, values, and organizational standards.

Requirements

  • At least 4–5 years of relevant experience in Workers’ Compensation, Property, or Casualty claims handling, supervision, or management.
  • Strong ability to collaborate across departments.
  • Excellent interpersonal communication and presentation skills.
  • Proficiency with Excel, Word, and PowerPoint.
  • Exceptional oral and written communication skills and professional telephone etiquette.
  • Excellent relationship-management skills.
  • Ability to manage multiple tasks simultaneously.
  • Detail-oriented and organized, with strong interpersonal skills.

Nice To Haves

  • Previous claims account management or customer service experience.
  • Bachelor’s degree.

Responsibilities

  • Provide proactive, consultative support to clients throughout the life of a policy.
  • Use claim data and analytics to provide actionable insights and identify opportunities for account improvement.
  • Help ensure an elevated experience for agents and insureds in support of new business and retention.
  • Represent AmTrust to clients and advocate for the value of choosing AmTrust.
  • Assist Underwriting, Sales, and Claims with new and renewal business, including prospect calls.
  • Onboard agents and insureds and educate them about AmTrust capabilities.
  • Build and maintain professional relationships and collaborate with internal departments to serve customers.
  • Build and maintain relationships with insureds and agents to support customer satisfaction.
  • Learn insured and agent profiles and coordinate appropriate services for internal and external partners.
  • Resolve customer issues in a timely and complete manner.
  • Analyze and report insureds’ claims experience through the Stewardship report process.
  • Complete the CXM certification and demonstrate the ability to communicate the AmTrust story to internal and external partners.
  • Educate and train internal business partners, agents, and brokers on AmTrust services.
  • Collaborate with Sales, Underwriting, and Claims to customize presentations about AmTrust.
  • Coordinate and facilitate claim reviews with internal staff, agents, and insureds.
  • Partner with Sales, Underwriting, and Claims to achieve customer-retention goals by following CXM best practices.
  • Coordinate special claims-handling instructions and develop service plans for specific claim-handling needs when requested by insureds or agents.
  • Complete reserve and coding reviews.
  • Communicate significant-loss notifications to insureds or agents.
  • Document key activities, including claim reviews, stewardships, customer education, and issue resolution, in appropriate systems.
  • Perform other functionally related duties as needed.
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