California Licensed Client Services Director

Job Summary

To determine account management strategies and ensure client satisfaction, the full-time California Licensed Client Services Director will oversee complex customer claims, manage retention efforts, and coordinate program management for jumbo clients in a remote setting.

Key responsibilities

• Provide stewardship reporting to clients, identifying and educating them on issues and trends impacting programs
• Conduct pre-renewal visits to review client loss experience and identify areas of potential dissatisfaction
• Negotiate changes to service plans and facilitate the reduction of process barriers across departments

Required qualifications

• Bachelor's degree from an accredited college or university preferred
• Ten years of related experience, including two years in account management or five years as an adjuster
• California Workers Compensation claims experience required
• Professional certification (CPCU, AIC, ARM) preferred or required for colleagues pursuing these designations
• Two years of supervisory experience preferred