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Director Client Services- Remote/in Texas

Job Details

Dallas - Irving, TX
Fully Remote
Full Time
High School Diploma or GED
$95,000.00 - $130,000.00 Salary/year
Customer Service

Director Client Services

This is a remote position, but must live in Texas, the client requires in person meetings as needed.


  • 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.
  • 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.





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