Client Services Director | Dedicated Client

Sedgwick•Telecommuter NJ, MA
•$115,000 - $135,000

About The Position

The Client Services Director determines account management strategies for client service plans and is responsible for retaining existing clients, customer satisfaction, revenue growth, client surveys, and new business. The role provides program management for jumbo clients requiring dedicated staff, multiple offices, and complex service models, and oversees other local Client Services staff. The director leads client relationship and renewal strategies, coordinates with internal departments to improve service delivery, and develops professionals supporting complex client programs.

Requirements

  • Ten years of related experience, or an equivalent combination of education and experience.
  • Two years of account manager experience or five years of adjuster experience, including two years in a supervisory capacity.

Nice To Haves

  • Bachelor's degree from an accredited college or university.
  • CPCU, AIC, ARM, or another related designation.
  • Liability and Workers Compensation line-of-business experience.

Responsibilities

  • Provide stewardship reporting to clients and identify and educate clients about issues and trends affecting their programs.
  • Conduct pre-renewal visits to review client loss experience and company performance, and identify potential dissatisfaction before renewal meetings.
  • Manage client renewals, contract revisions, and preparation of Client Service Instructions for complex programs.
  • Negotiate changes or improvements to service plans.
  • Direct and influence internal departments, including information technology, operations, and business development, to reduce process, technology, or resource barriers.
  • Coordinate client invoicing, audits, and accounts receivable follow-up.
  • Resolve major customer service issues.
  • Identify and solicit cross-selling opportunities.
  • Participate in the local insurance community through advanced education and affiliation memberships.
  • Supervise and direct personnel assigned to programs requiring multiple Account Representatives.
  • Ensure compliance with applicable Quality initiatives.

Benefits

  • Flexible work schedule.
  • Referral incentive program.
  • Career development and promotional growth opportunities.
  • Medical, dental, and vision benefits.
  • 401(k) and matching.
  • PTO.
  • Disability and life insurance.
  • Employee assistance.
  • Flexible spending or health savings account.
  • Additional voluntary benefits.
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