Address
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.
- Responsible for budget preparation and profit and loss on assigned accounts in conjunction with Branch and Regional management.
- Managing Captive, Self-insured Groups/Pools, and Program Administration business as part of the alternative risk solution segment.
- 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.
