Director of Client Services- FL(Must reside in FL)
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Job Location:
West Palm Beach, FL - USA
Monthly Salary:
$ 110000 - 128000
Posted on:
05-09-2025
Vacancies:
1 Vacancy
Department:
Job Summary
Job Details
Experienced
West Palm Beach FL
Fully Remote
Full Time
Bachelors Degree
$110000.00 - $128000.00 Salary/year
40%
Insurance
Director of Client Services- FL(Must reside in FL)
DUTIES AND RESPONSIBILITIES:
- Manages essential account set-up functions for new clients
- Continually monitors TRISTARs 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: Bachelors 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 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 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
Required Experience:
Senior IC
Key Skills
- Crisis Management
- Marketing
- Public Relations
- Fundraising
- Media Relations
- Constant Contact
- Strategic Planning
- Social Media Management
- Team Management
- Public Speaking
- Wordpress
- Writing Skills
