Client Service Officer supporting relationship managers in wealth management at an international bank. Responsibilities include client relationship coordination and collaboration with internal stakeholders.
About the role
- Client Services Director managing client services in the Casualty and Workers Compensation sectors for a global risk administration firm. Responsible for pre-renewal visits, contract revisions, and service plan negotiations.
Responsibilities
- Conducts pre-renewal 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 for complex programs.
- 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 personnel assigned to programs requiring multiple Account Representatives.
- Ensures compliance with all applicable Quality initiatives.
Requirements
- Ten (10) years related experience or equivalent combination of education and experience required to include two (2) years account manager experience, or five (5) years adjuster experience including two (2) years in a supervisory capacity.
Benefits
- Flexible work schedule.
- Referral incentive program.
- Career development and promotional growth opportunities.
- A diverse and comprehensive benefits offering including medical, dental vision, 401K on day one.
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