Client Services Manager
Location
Ohio
Posted
6 days ago
Salary
$79.3K - $85K / year
Seniority
Lead
Job Description
Client Services Manager
Sedgwick
• To manage accounts of multiple client service programs or single large national programs; • to maintain client, client broker and key vendor relationships; • to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention. • Performs client renewal and Client Service Instruction preparation for assigned clients. • Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports. • Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients. • Educates the client on loss data - drivers of cost impacting assigned programs. • Coordinate project activity. • Acts as primary client contact with focus on maintaining and improving overall customer satisfaction. • Identifies issues that impact customer satisfaction. • Identifies and solicits cross selling opportunities. • Coordinates client contracts.
Job Requirements
- Bachelor's degree from an accredited college or university preferred
- Colleague to pursue CPCU, AIC and/or ARM or other related designation required
- Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative OR five (5) years adjuster experience including one (1) year in a supervisory capacity
- Workforce Absence leadership experience preferred.
- Strong understanding in one of the following areas: workers compensation, liability and disability claims management
- Strong understanding of client location coding parameters, banking methodology, and claims operating systems.
- Excellent oral and written communication, including presentation skills.
- PC literate, including Microsoft Office products.
- Analytical and interpretive skills
- Strong organizational skills
- Excellent interpersonal skills
- Excellent negotiation and facilitation skills
- Ability to work in a team environment.
- Ability to handle conflict and confront challenging issues in a fast work environment.
- Ability to meet or exceed Performance Competencies
Benefits
- medical
- dental
- vision
- 401k and matching
- PTO
- disability and life insurance
- employee assistance
- flexible spending or health savings account
- other additional voluntary benefits
Related Guides
Related Categories
Related Job Pages
More Client Services Representative Jobs
• Drive the evolution and success of our clients’ customer loyalty programs. • Shape loyalty strategies, leveraging data-driven insights and cross-functional collaboration to enhance customer experiences and maximize program ROI. • Manage loyalty programs that enhance customer retention and satisfaction. • Develop strategies to drive program adoption and engagement. • Understand our client’s customer data and insights to refine loyalty program offerings. • Collaborate with technology teams to ensure seamless execution and integration of loyalty programs. • Manage the definition and execution of promotional campaigns to drive awareness and participation in the loyalty program. • Monitor our client’s program's performance metrics, such as participation rates, redemption rates, and ROI. • Oversee our clients program budget, ensuring effective allocation of resources and staying within budgetary constraints.
• Responsible for the management of digital media campaigns, including planning and execution • Proactively manage all accounts by monitoring delivery metrics and ensuring campaign optimization • Collaborate with internal teams to analyze campaign performance and develop strategies • Assist sales with upselling and respond to RFPs by developing media strategies
• Act as the liaison between the client/broker and Allied Executives and Departments involved with the benefit plan. • Promptly deliver client complaints to relevant departments, including Claims, Eligibility, and Account Management. • Serve as an additional resource for Account Managers as needed. • Provide communication to clients and brokers regarding claim issue resolution, reporting, industry related and legislative information. • Provide follow up to month end strategy by closing out open claim issues. • Troubleshoot, identify, and improve internal processes with various Allied departments. • Work with and foster relationships with other internal teams such as Claims and Eligibility. • Help facilitate the renewal of existing cases by management of claim reviews and service level expectations. • Other duties as assigned
Client Intake Specialist
Carbray InternationalCarbray es una firma legal en plena expansión internacional, especializada en servicios de inmigración, nacionalidad, movilidad global y fiscalidad para expatriados, inversores y profesionales internacionales. En el marco de nuestro modelo legaltech, estamos ampliando nuestra red de colaboradores para dar respuesta a una creciente demanda en materia de planificación fiscal y cumplimiento tributario en España.
Role Description Buscamos incorporar a un/a Client Intake Specialist con fuerte orientación comercial, que será el primer punto de contacto con nuestros clientes internacionales. Tu misión será responsable de transformar consultas entrantes en oportunidades reales de negocio. Tu papel no será solo entender al cliente, sino detectar su necesidad, generar confianza y guiarle hacia la contratación de nuestros servicios. Gracias a tu trabajo, aumentaremos la conversión de leads y aseguraremos una experiencia inicial excelente. Qué harás en tu día a día - Gestión y conversión de leads - Atender consultas entrantes (teléfono, email, plataformas) con un enfoque consultivo y comercial. - Identificar oportunidades de negocio y priorizar leads con mayor potencial. - Cualificación estratégica - Analizar cada caso no solo desde el encaje legal, sino también desde su viabilidad comercial. - Detectar necesidades, urgencias y motivaciones del cliente. - Generación de confianza y venta - Explicar de forma clara el valor del servicio y el proceso legal. - Preparar al cliente para la siguiente fase (evaluación legal) maximizando la probabilidad de cierre. - Coordinación de calls con abogados (pre-sale) - Agendar llamadas estratégicamente, asegurando que el lead llega cualificado y preparado. - Optimizar agendas con foco en conversión, no solo en volumen. - Seguimiento y cierre - Hacer seguimiento activo de leads. - Resolver objeciones y acompañar al cliente durante el proceso hasta la contratación. - Gestión en CRM - Registrar toda la información y actividad comercial. - Hacer seguimiento de métricas de conversión y pipeline. - Mejora continua - Proponer mejoras en el proceso de admisión y conversión. - Detectar patrones de éxito y optimizar el funnel de ventas. Qualifications - Entre 2 y 4 años en roles como: - Atención al cliente con componente comercial - Inside sales / ventas consultivas - Gestión de leads o admisión en servicios profesionales - Muy valorable experiencia en: - Despachos de abogados - Relocation / real estate - Servicios internacionales - Idiomas: - Inglés avanzado o bilingüe (C1/C2) – imprescindible - Español avanzado - Otros idiomas, un plus - Competencias clave: - Fuerte orientación a resultados y conversión - Habilidad para generar confianza rápidamente - Comunicación clara y persuasiva - Capacidad para gestionar objeciones - Organización y gestión de pipeline - Mentalidad analítica (conversión, ratios, etc.) Benefits - Trabajo 100% remoto desde España - Jornada parcial - Horario por la tarde (16:00-22:00) - Entorno internacional y dinámico - Posibilidad de crecimiento en área comercial - Contrato indefinido
