TRISTAR Insurance Group ยท 7 hours ago
Client Services Manager (Risk & Safety)
San Diego Office - San Diego, CA 92111
Full-time
Hybrid
Mid, Senior Level
$75K/yr - $90K/yr
4+ years expTRISTAR Insurance Group is seeking a Client Services Manager to manage programs and client relationships for their largest accounts. The role involves overseeing the performance of consultants, providing operational support, and ensuring client satisfaction through effective management of complex interactions and quality control processes.
Financial ServicesInsuranceRisk Management
Responsibilities
Performs effective management and care of large accounts, members and clients, which includes ensuring creation of service plans, developing reporting responsibilities, and assigning the most appropriate consultant resources
Makes independent decisions and determines ultimate billable amounts for individual clients based on consultant tracking sheets, clients, and other related factors
Conducts or overseas final audits and quality control of reports and work conducted by field consultants before delivery to clients. Maintains criteria and deliver training related to QC for your programs
Provides loss control guidance and coaching to internal and external safety consultants (based on technical skills and specialized training)
Resolves consultant challenges of making appointments, interactions with brokers, and lack of information with particular clients
Overseas correspondence with clients relating to whether or not safety recommendations have been adequately completed. Provides follow-up to clients and insureds based on technical skills and experience
Creates and monitors key process improvement measurements. Involves fellow team members in collaborative decisions based upon the company's decision-making guidelines
Directs consultants in creating appropriate service plans and timetables that align with client and operational needs
Develop and maintain effective business and personal relationships with all clients and program management
Prepares periodic client status reports and other management reports as requested
Manages intake of new client assignments, distribute, track, review, edit, and submit to clients. Tracks and ensures proper invoicing of client work
Ensures the status of open assignments, reports and timelines. Conducts regular and continual follow-up for completion of assignments
Qualification
Required
Bachelor's degree in a related field (e.g., Occupational Safety and Health, Risk Management) desired or equivalent practical experience
Minimum of 4+ years of loss control experience managing accounts and consultants
Underwriting or loss control experience supporting workers' compensation, general liability and auto liability lines of insurance
Working knowledge of Cal/OSHA and federal OSHA regulations, and experience in applying that knowledge to quality control of client deliverables
Proficiency in Microsoft Office products, RCT or similar tools
Must have a valid driver's license throughout employment with Aspen
Must authorize Aspen to enroll the employee in the California Employers Pull Notice Program for the duration of their employment
Preferred
Relevant certifications (e.g., CSP, ARM, COSS, ASP, ALCM, CRM) are strongly preferred
Travel may be required to meet with clients or consultants or attend marketing events. (<10%)
Company
TRISTAR Insurance Group
Tristar Insurance Group provides excellent claims and risk management services to a variety of clients.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Denise Cotter
Chief Financial Officer
Linda Naif
Chief Information Officer
Company data provided by crunchbase