• Director, Client Services

    Job Location(s) US-PA-Suite 720
    Job ID
    # of Openings
    Client Services
    Job Type
    Regular Full-Time
  • Responsibilities

    This position can be located any where in the Eastern Region.

    Travel is required



    • Manages essential account set-up functions for new clients
    • Continually monitors TRISTAR’s service to assigned client accounts
    • Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs.
    • 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.
    • 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



        Must have minimum of 3-5 years of account management or alternatively 3-5 years supervisory experience

        Bachelor’s degree in related field (strongly preferred) or equivalent combination of education  and experience.  HS diploma or GED required


    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 in a team environment
    • Excellent account rounding ability
    • Strong understanding of workers’ compensation, liability and disability claims management
    • 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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