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Manager Client Services

Role overview

Qualifications

  • Bachelor's degree from an accredited college or university preferred
  • Eight (8) years of related experience or equivalent combination of experience and education required
  • Strong understanding in one of the following areas: workers compensation, liability and disability claims management
  • Excellent oral and written communication skills

Responsibilities

  • Manages accounts of multiple client service programs or single large national program
  • Maintains client, client broker and key vendor relationships
  • Coordinates pricing and completes location coding parameters
  • Acts as primary client contact with focus on maintaining and improving overall customer satisfaction

Key facts

  • Remote from: Ohio (USA), United States
  • Full time
  • Senior (5-10 years)
  • Client Services Manager
  • $70K – $80K / year
  • English

Hard skills

Other skills

  • Negotiation
  • Microsoft Office
  • Communication
  • Organizational Skills
  • Social Skills
  • Teamwork
  • Problem Solving

About the company

EFI Global logo

EFI Global

  • Engineering Services
  • SME
  • 501–1,000
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, to becoming a recognized leader in engineering failure analysis, origin and cause investigations, environmental consulting, laboratory testing and specialty consulting. Each member of our multi-disciplinary team of more than 700 professional engineers, fire investigators, architects and scientists was selected for his or her 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. This expertise, coupled with the extensive coverage of more than 62 national offices plus offices in Canada, the United Kingdom and Brazil to provide global work abroad capability, has earned us a reputation for delivering timely responses that consistently meets our clients’ expectations — anytime, anywhere. EFI Global currently provides engineering services in the state of North Carolina by our partner firm, EFI Global of North Carolina, P.C. We also provide engineering services in the states of New York and New Jersey by our partner firm, EFI Global Engineering of New York, P.C. EFI Global is part of the Sedgwick family of companies, a global leader in the independent insurance claims industry.

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Job description

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

Manager Client Services

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


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.


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 $70k-$80k. 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.  

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.

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