Client Service Manager at Grimes & Company supporting client onboarding and servicing in a thriving wealth management firm. Focused on delivering excellent client experiences and operational excellence.
About the role
- AVP, Client Services managing client relationships and administrative duties at Sedgwick. Responsible for financials, contract compliance, and staffing within assigned areas.
Responsibilities
- To be responsible for the administrative, managerial and client relationships associated with Client Services within the assigned area.
- Ensures contract compliance with company guidelines within an assigned area.
- Handles financials including accounts receivable, invoicing and pricing support within an assigned area.
- Responsible for client knowledge including threatened status and relationship with the company.
- Handles renewal process timely; negotiates new contracts within an assigned area.
- Responsible for business planning and budgeting within an assigned area.
- Plans for staffing needs including succession, bench-strength, and new business within an assigned area.
- Supports client relationships; builds executive relationships; supports internal relationships.
- Supports business development.
Requirements
- Bachelor's degree from an accredited college or university with major in Risk Management, Business Administration or Finance preferred
- Advanced degree and/or professional designations (CPCU, AIC, ARM) preferred
- Ten (10) years of related experience or equivalent combination of education and experience required to include three (3) years of Account Executive on national accounts experience and five (5) years of claims/supervisory experience
- In-depth understanding of workers compensation, liability and disability
- PC literate, including Microsoft Office products
- Excellent oral and written communication, including presentation skills
- Leadership/management/motivational skills
- Analytical and interpretive skills
- Strong organizational skills
Benefits
- medical
- dental
- vision
- 401k and matching
- PTO
- disability and life insurance
- employee assistance
- flexible spending or health savings account
- other additional voluntary benefits
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