Client Service Manager- TX Based

3 days ago

Irving, Texas, United States TRISTAR Full time

POSITION SUMMARY: The Client Service Manager plays a pivotal role in advancing the strategic goals of the Workers' Compensation and Liability division, with a focus on new business development and client retention. Operating with minimal supervision, this position leads and coordinates key initiatives and program enhancements that drive growth and elevate client satisfaction.

This role is responsible for shaping strategic client direction, cultivating new relationships, and strengthening existing partnerships. The Client Service Manager ensures that client engagements are executed effectively and aligned with organizational objectives, contributing directly to long-term success and expansion.

DUTIES AND RESPONSIBILITIES:

  • Manages essential account set-up functions for new clients
  • Continually monitors TRISTAR's service on assigned client accounts
  • Develops and delivers consultative stewardship reporting to clients; identifies and educates clients on claim activity and trends impacting programs; provides program recommendations
  • Conduct client visits, reviewing client loss experience and general company performance.
  • Performs client renewal, contract revision, and Client Service Instruction preparation.
  • Negotiates changes or improvements to the 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 invoices, audits, and accounts receivable follow-up for assigned clients.
  • Resolves all major customer service issues, identifies proactive solutions
  • Identifies and solicits cross-selling opportunities.
  • Participate in the local insurance community through advanced education and affiliation memberships.
  • 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

Education: Preferred: Bachelor's degree in a related field or equivalent combination of education and experience.

Experience: Must have a minimum of two (2) 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, and 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 service
  • Experience with Captives and Programs that deliver alternative risk solutions
  • Ability to handle conflict and confront challenging issues in a fast-paced work environment
  • Ability to meet or exceed Performance Competencies

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