TRISTAR Insurance Group · 5 hours ago
Client Services Manager (Risk & Safety)
United States
Full-time
Remote
Director/Executive
$90K/yr - $110K/yr
8+ years expTRISTAR Insurance Group is seeking a Client Services Manager (Risk & Safety) to implement and manage their client services department. This role involves overseeing day-to-day operations, managing client relationships, and ensuring alignment with the company's strategic goals while providing leadership to the client services team.
Financial ServicesInsuranceRisk Management
Responsibilities
Manages and mentors a team of client services professionals, fostering a culture of professional growth, continuous improvement, and excellence, which enhances overall performance
Collaborates with the VP and Director of Risk and Safety Consulting to develop and implement departmental strategies and objectives
Ensures team members have the necessary resources and training to perform their duties effectively
Acts as a Risk and Safety Consultant when necessary, supporting clients and consultants in challenging, high-level scenarios
Exhibits deep knowledge of workplace safety regulations, liability issues, and industry-specific risk factors across various sectors
Mentors and guides staff, elevating the overall technical proficiency of the team and establishing themselves as respected subject matter experts within the organization
Evaluates and implements new technologies to enhance risk assessment and safety management
Oversees the allocation of resources within the department to ensure efficient operations and optimal service delivery
Monitors departmental performance against key metrics and implements improvements as needed
Collaborates with other departments to ensure seamless integration of risk management and safety services across the organization
Assists senior management with monthly reporting and analysis
Implements corrective actions when necessary for budget variances
Identifies and pursues improvement opportunities without compromising service quality or team morale
Ensures compliance with financial policies and procedures, maintaining fiscal responsibility
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
Oversees 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. Track and ensure proper invoicing of client work
Ensures the status of open assignments, reports and timelines. Conducts regular and continual follow-up for completion of assignments
Contributes to the development of risk, safety, and ergonomics services
Mentors junior staff members and facilitates their professional development
Assists in recruiting and onboarding new team members and independent consultants
Supports senior management in preparing reports for executive leadership and the board of directors
Undertakes special projects or additional responsibilities as assigned
Qualification
Required
Bachelor's degree in a related field (e.g., Occupational Safety and Health, Risk Management, Engineering) is desired or equivalent practical experience
Minimum of 5+ years in a team leadership role relevant for this position
Minimum of 8+ 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
Expert 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 safety designations (e.g., CSP, ARM, COSS, ASP, ALCM, CRM) are strongly preferred
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