To determine account management strategies related to client service plans
To be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business
To provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models
To oversee the work of other local Client Services staff
Providing stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs
Conducting pre-renewal visits reviewing client loss experience and general company performance
Reviewing and identifying areas of potential dissatisfaction prior to renewal meetings
Performing client renewal, contract revision, and Client Service Instruction preparation for complex programs
Negotiating changes or improvements to service plan
Facilitating the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments
Coordinating client invoicing, audits and accounts receivable follow up for assigned clients
Resolving all major customer service issues
Identifying and soliciting cross-selling opportunities
Participating in local insurance community through advanced education and affiliation memberships
Supervising and directing personnel assigned to programs requiring multiple Account Representatives
Ensuring compliance with all applicable Quality initiatives
Requirements
Bachelor's degree from an accredited college or university preferred
CPCU, AIC and/or ARM or other related designation preferred
Ten (10) years related experience or equivalent combination of education and experience required to include two (2) years account manager experience or five (5) years adjuster experience including two (2) years in a supervisory capacity
Excellent oral and written communication, including presentation skills
PC literate, including Microsoft Office products
Analytical and interpretive skills
Strong organizational skills
Excellent interpersonal skills
Excellent negotiation and facilitation skills
Strong understanding of workers compensation, liability and disability claims management
In-depth knowledge of client servicing
Benefits
Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementprogram managementcontract revisionclient service instruction preparationnegotiationclient invoicingauditscross-sellingclaims managementquality compliance
Soft skills
communicationpresentation skillsanalytical skillsorganizational skillsinterpersonal skillsnegotiation skillsfacilitation skillsleadershipclient satisfactioncustomer service