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    Director of Client Services - Dallas, United States - Elite

    Elite
    Elite Dallas, United States

    31 minutes ago

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    Description
    POSITION DESCRIPTION
    Must live in TEXAS, but the role offers remote work from home
    POSITION: Director of Client Services
    STATUS: Exempt
    TRAVEL REQUIRED : Yes
    POSITIONS SUPERVISED: Not applicable

    DUTIES AND RESPONSIBILITIES:
    • Manages essential account set-up functions for new clients
    • Continually monitors COMPANY's service to assigned client accounts
    • Provides consultative stewardship reporting to clients; identifying and educating clients on issues 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.
    • Supervises and directs staff as assigned.
    • Responsible for budget preparation and profit and loss on assigned accounts in conjunction with Branch and Regional management.
    • Provides broker requests for information.
    • Ensures compliance with all applicable Quality initiatives.
    • Travel as required.
    QUALIFICATIONS REQUIRED:
    Education: Required: Bachelor's degree in related field or equivalent combination of education and experience.

    Experience: Must have minimum of three (3) to five (5) years of account management or alternatively three (3) to five (5) years supervisor experience.

    Preferred Skills
    • Excellent oral and written communication skills, including presentation skills
    • PC literate, including Microsoft Office products, Excel, PowerPoint
    • 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; In-depth knowledge of client servicing
    • Ability to handle conflict and confront challenging issues in a fast work environment
    • Ability to meet or exceed Performance Competencies
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