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Form of work
SalaryDUTIES AND RESPONSIBILITIES:
- Manages essential account set-up functions for new clients
- Continually monitors TRISTAR’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: High School Diploma or GED required: Bachelor’s degree in related field (strongly preferred) 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, 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
Here are some of the benefits you can enjoy in this role:
- Medical, Dental, Vision, Disability & Life insurance
- 401(k) plan
- Paid time off
- Paid holidays
