• To determine account management strategies related to client service plans • to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business • to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models • to oversee the work of other local Client Services staff • Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs • Conducts pre-renewal visits reviewing client loss experience and general company performance • Reviews and identifies areas of potential dissatisfaction prior to renewal meetings • Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs • Negotiates changes or improvements to service plan • Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments • Coordinates client invoicing, audits and accounts receivable follow up for assigned clients • Resolves all major customer service issues • Identifies and solicits cross-selling opportunities • Participates in local insurance community through advanced education and affiliation memberships • Supervises and directs personnel assigned to programs requiring multiple Account Representatives • Ensures compliance with all applicable Quality initiatives