Director of Client Services

DIRECTOR OF CLIENT SERVICES

Location: Bedford, TX | Hybrid (30% Travel – U.S.)

Compensation & Schedule
• Pay Range: $160,000 – $170,000 base up to 25% bonus
• Full-time, direct hire (W2)
• Travel: 30% domestic (air travel required)

ROLE IMPACT
The Director of Client Services leads strategic relationships with key program partners, ensuring operational excellence, service quality, and long-term client satisfaction. This highly visible role acts as the primary liaison between clients and internal teams, overseeing performance, resolving escalations, and driving growth initiatives. Success in this role is measured by client retention, partnership expansion, and the ability to represent the organization with professionalism and authority in all client-facing engagements.

KEY RESPONSIBILITIES
• Serve as the primary relationship manager for major clients, including business owners and CFOs.
• Lead strategic discussions to ensure program alignment, compliance, and service excellence.
• Oversee program performance in collaboration with underwriting, operations, and product teams.
• Identify opportunities for account expansion, process improvements, and client engagement.
• Deliver expert-level advisory support and problem resolution for complex client issues.
• Represent the organization in professional meetings, events, and high-profile client interactions.
• Support program growth, retention, and innovation across strategic accounts.

MINIMUM QUALIFICATIONS
• Bachelor’s degree required (non-negotiable).
• 13–20 years of progressive experience within the insurance industry.
• Proven expertise in relationship management and strategic client leadership.
• Background in TPA, carrier, or brokerage environments.
• Ability to confidently engage with C-suite executives and decision-makers.
• Strong communication, diplomacy, and executive presence.
• Willingness and ability to travel 30% domestically via air.

CORE TOOLS & SYSTEMS
• CRM and client management platforms (e.g., Salesforce, HubSpot, or equivalent)
• Insurance claims and underwriting systems
• Microsoft Office Suite (Outlook, PowerPoint, Excel, Word)
• Virtual collaboration tools (Zoom, Teams, SharePoint)

PREFERRED SKILLS
• Experience managing national or enterprise-level insurance programs.
• Exceptional problem-solving and negotiation skills.
• Strategic thinker with demonstrated success in client growth and retention.

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