Client Services Manager

Work set-up: 
Full Remote
Contract: 
Salary: 
120 - 120K yearly
Experience: 
Senior (5-10 years)

Offer summary

Qualifications:

Bachelor's degree from an accredited university is preferred., Pursuit of CPCU, AIC, ARM, or related designations is required., Minimum of 8 years of related experience, including 3 years as an Account Representative., Strong understanding of claims management, client coding, and claims systems..

Key responsibilities:

  • Manage client accounts and maintain strong client relationships.
  • Coordinate client renewal processes, reporting, and invoicing.
  • Act as the primary contact to improve customer satisfaction and identify cross-selling opportunities.
  • Support organizational quality programs and travel as needed.

EFI Global logo
EFI Global Construction & Civil Engineering SME https://www.efiglobal.com/
501 - 1000 Employees
See all jobs

Job description

The 'Apply with SEEK option' will be utilized for International applicants, mainly Australia. If this does not apply to you please use the 'Apply' option.

IF YOU CARE, THERE’S A PLACE FOR YOU HERE

EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and-cause investigations, environmental consulting, laboratory testing and specialty consulting. Our forensic investigation, engineering and environmental services teams around the world share a dedication to expertise, quality and demonstrating to customers that caring counts®. Each of our more than 700 professional engineers, fire investigators, architects and scientists was selected for their technical proficiency, in-depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better-informed business decisions. EFI’s combination of global solutions and local expertise has earned the firm a reputation for delivering timely responses that consistently meet our clients’ expectations—anytime, anywhere.  Click here to learn more about EFI Global.  

Are you a seasoned sales professional with deep expertise in property loss specialized services within the insurance industry, especially in forensic engineering, fire investigation, or environmental consulting? We're looking for a Manager of Client Services to help drive growth and client retention, strengthen client relationships, and collaborate closely with internal/external stakeholders.

This remote role includes regular travel for in-person meetings and events, so candidates should   be based within their territory. Currently hiring in our Midwest territory. Prefer candidate reside in Illinois, Ohio, Indiana. Other Midwest locations will be considered.

Success in this role means being a strong team player. If you're passionate about delivering tailored solutions and building lasting partnerships, we’d love to connect with you.

PRIMARY PURPOSE: To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

  • 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. 

ADDITIONAL FUNCTIONS and RESPONSIBILITIES

  • Performs other duties as assigned.
  • Supports the organization's quality program(s).
  • Travel as required.

SUPERVISORY RESPONSIBILITIES

  • Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
  • Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
  • Provides support, guidance, leadership and motivation to promote maximum performance.

QUALIFICATIONS

Education & Licensing

Bachelor's degree from an accredited college or university preferred. Colleague to pursue CPCU, AIC and/or ARM or other related designation required.

Experience

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.

Skills & Knowledge

  • 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

WORK ENVIRONMENT

When applicable and appropriate, consideration will be given to reasonable accommodations.

Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

Physical: Computer keyboarding, travel as required

Auditory/Visual: Hearing, vision and talking

NEXT STEPS
If your application is selected to advance to the next round, you will receive an e-mail notification or phone call from a recruiter to schedule an initial call.

As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $120,000-$150,000. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits.

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
 
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace

Required profile

Experience

Level of experience: Senior (5-10 years)
Industry :
Construction & Civil Engineering
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Analytical Skills
  • Microsoft Office
  • Organizational Skills
  • Teamwork
  • Communication
  • Problem Solving

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