Client Services Director

A leading global provider of technology-enabled risk, benefits, and integrated business solutions is looking for a Client Services Director. This role can be located anywhere in the US, near a major airport, with travel up to 50%.

PRIMARY RESPONSIBILITIES:

  • Lead/manage new or expanding client programs or service offerings.
  • Participate in client meetings, stewardship reviews, and presentations.
  • Develop and execute client service plans to maintain and increase client satisfaction.
  • Collaborate with internal operational teams to understand, improve, and document client processes, workflows, and service delivery.
  • Identify and execute on opportunities to improve quality and efficiency of client service and program delivery.
  • Ensure all contractual obligations and deliverables are met or exceeded.
  • Implement strategies and solutions aimed at enhancing the client experience.
  • Track key metrics, service levels, and performance indicators related to client service.
  • Act as a subject matter expert on products, services, and industry best practices.
  • Stay informed about industry trends, market changes, and client needs to proactively address challenges and opportunities.
  • Prepare and deliver executive-level communications, presentations, and reports.
  • Support new business opportunities, including active participation in the sales process and solution design.
  • Direct account implementation by working with appropriate internal stakeholders and the client to ensure proper setup and program execution.
  • Work within budget and meet deadlines.
  • Support account management, service team leaders, and sales as needed to manage client escalations, participate in special projects, etc.
  • Support financial goals and objectives for assigned clients, ensuring alignment with overall business strategies.
  • Demonstrate commitment to the company’s code of business conduct and ethics, and all HR and compliance policies, procedures, and training.
  • Other duties as assigned.

QUALIFICATIONS:

  • Education: Bachelor’s degree from an accredited college or university required.
  • Experience:
    • 10-15 years of experience in the risk management and insurance industry, specifically within Third Party Administration (TPA).
    • Proven track record of successfully managing and growing client relationships, preferably in a TPA or related service industry.
    • Experience presenting to senior-level audiences.
  • Skills/Knowledge:
    • Excellent communication skills (written and verbal), with the ability to articulate complex concepts clearly and persuasively.
    • Strong analytical and problem-solving abilities, with a data-driven approach to decision-making.
    • Strategic thinker with a deep understanding of risk management, claims, and insurance principles.
    • Ability to influence and negotiate with clients and internal stakeholders effectively.
    • Strong interpersonal skills with the ability to build rapport and trust with clients and colleagues.
    • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
    • A client-centric mindset with a passion for delivering exceptional service.
    • Proven leadership abilities, including team building, mentorship, and performance management.
    • Ability to manage multiple priorities and projects simultaneously in a fast-paced environment.
    • In-depth understanding of industry regulations and compliance requirements.
  • Travel: Travel up to 50%
Job Category: Insurance
Job Type: Remote
Job Location: USA
Organization: Job Hunting U

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