Director, Client Services

TRISTAR Insurance Group

. Manage company client service delivery and maintain strong long-term client relationships .

Posted 10/27/2026full-timeRemote • Texas • United StatesLead💰 $115,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong account management capabilities with a focus on client service delivery, relationship building, and analytical skills. Proficient in negotiating service plans and providing program recommendations while ensuring compliance with quality initiatives.

Highest-signal resume keywords

Account ManagementClient Relationship ManagementNegotiation SkillsWorkers’ Compensation KnowledgeAnalytical Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account Set-UpClient Service Instruction PreparationBudget ManagementData AnalysisPerformance Competencies

Soft Skills

Excellent Communication SkillsStrong Organizational SkillsInterpersonal SkillsLeadership SkillsConflict Resolution Skills

Tools & Technologies

Microsoft OfficeExcelPowerPoint

Industry Keywords

Client ServicingCaptivesAlternative Risk SolutionsInsurance Community Engagement

About the role

Key responsibilities & impact

Manage company client service delivery and maintain strong long-term client relationships
Serve as the main point of contact for account-related issues
Manage account set-up functions for new clients
Monitor TRISTAR’s service to assigned client accounts
Develop and deliver consultative stewardship reporting
Identify and educate clients on claim activity and trends impacting programs
Provide program recommendations
Conduct client visits and review client loss experience and company performance
Identify potential dissatisfaction before renewal meetings
Perform client renewals, contract revisions, and Client Service Instruction preparation
Negotiate service plan changes or improvements
Direct and influence internal departments, including information technology, operations, and business development, to reduce process, technology, or resource barriers
Coordinate client invoices, audits, and accounts receivable follow-up
Resolve major customer service issues and identify proactive solutions
Identify and solicit cross-selling opportunities
Participate in the local insurance community through advanced education and affiliation memberships
Prepare budgets and manage profit and loss for assigned accounts with Branch and Regional management
Ensure compliance with applicable Quality initiatives
Travel as required

Requirements

What you’ll need

Bachelor’s degree in a related field or equivalent combination of education and experience
Minimum of three (3) to five (5) years of account management or alternatively three (3) to five (5) years of supervisor experience
Excellent oral and written communication skills, including presentation skills
Advanced skills in Microsoft Office products, Excel, and PowerPoint
Analytical and interpretive skills
Strong organizational skills
Excellent interpersonal skills
Excellent negotiation and facilitation skills
Leadership/management/motivational skills
Ability to work independently and in a team environment
Excellent account rounding ability
Strong understanding of workers’ compensation and liability claims
In-depth knowledge of client servicing
Experience with Captives and Programs that deliver alternative risk solutions
Ability to handle conflict and challenging issues in a fast work environment
Ability to meet or exceed Performance Competencies
Ability to produce analytical program data through graphs and tables, use spreadsheets efficiently, and perform calculations and automation to process large volumes of data
Travel as required
Appropriate office attire

Benefits

Comp & perks

Medical, Dental, Vision Insurance
Life and Disability Insurance
401(k) Plan
Paid Holidays
Paid Time Off
Referral bonus