Client Experience Manager II

Posted 7 Hours Ago
Be an Early Applicant
4 Locations
In-Office
Mid level
Insurance • Financial Services
The Role
Manages client support across the policy lifecycle for agents and insureds, partnering with Sales, Underwriting, and Claims to improve retention, customer satisfaction, and account outcomes. Responsibilities include analyzing claims data, conducting stewardship and claim reviews, onboarding and educating clients, resolving issues, coordinating service plans, supporting new and renewal business, and maintaining relationship and activity records.
Summary Generated by Built In
Overview

The Client Experience Manager, reports to the Manager, Client Experience and is responsible for client support throughout the life of the policy.  The Client Experience Manager (CXM)’s goal is to support Sales, Underwriting and Claims to drive retention and growth by creating loyal and satisfied clients while improving loss cost and experience mods. The CXM will support our internal Sales, Underwriting and Claims teams by working along side them to address anything they need, or a client needs with a regional focus.  This model will allow one point of accountability to address any issues that arise over the life of a policy.

Responsibilities
  • The Client Experience Manager will be a proactive consultative resource for the client. They will carry an inventory of 80+ accounts. A mix of agents and insureds.
  • The CXM will utilize claim data and analytics to provide actionable insights for the client to identify opportunities for account improvement.
  • Ensure an elevated experience for our agents and insureds to support new business and retention.
  • The CXM is a brand representative to the client, and they must advocate why choosing AmTrust is most valuable to the client needs.
  • Assisting AmTrust Underwriting, Sales, and Claims in new and renewal business through prospect calls.
  • Onboard Agents/Insureds to educate on AmTrust capabilities.
  • Build and maintain strong professional relationships and collaboration with all internal departments to better serve our customers.
  • Build and maintain relationships with Insureds & Agents to ensure a high level of customer satisfaction.
  • Learn and understand the insured and agent profile to provide and coordinate best services to internal and external partners.
  • Resolve customer issues in a timely and complete manner.
  • Conducting metrics analysis and reporting of Insureds claims experience through the Stewardship report process.
  • Must demonstrate the ability to tell the AmTrust story to internal/external partners by completing the CXM certification.
  • Educate and train internal business partners, agents, and brokers on AmTrust services
  • Collaborate with Sales/Underwriting and Claims to customize presentations to tell the AmTrust story.
  • Coordinate & facilitate Claim Reviews with internal staff, agents & insureds.
  • Partner with Sales/Underwriting and Claims to achieve customer retention goals by following CXM best practices.
  • Coordinate Special Claims Handling Instructions to build a service plan that addresses specific claim handling needs for insureds/agents as requested.
  • Complete reserve and coding reviews.
  • Notification of significant loss communication to insured/agent.
  • Document a record of key activities, such as claim reviews, stewardships, customer education and issue resolution within the appropriate systems.
  • Performs other functionally related duties as needed.
Qualifications

Required:

  • Minimum 4+ years relevant experience in claims Workers’ Comp/Property/Casualty Claim handling/Supervision/Management.
  • Strong ability to collaborate across departments.
  • Excellent interpersonal communication and presentation skills.
  • Proficiency with Excel/Word/PowerPoint applications.
  • Exceptional communication skills, both oral and written; professional telephone etiquette
  • Excellent relationship management skills
  • Ability to manage multiple tasks simultaneously
  • Must be detail oriented, organized, and possess strong interpersonal skills

Preferred: 

  • Previous Claim Account Management/customer service experience.
  • Bachelor’s degree

Skills Required

  • 4+ years of relevant experience in Workers' Compensation, Property, or Casualty claim handling, supervision, or management
  • Ability to collaborate across departments
  • Strong interpersonal communication and presentation skills
  • Proficiency with Excel, Word, and PowerPoint
  • Exceptional oral and written communication skills and professional telephone etiquette
  • Excellent relationship management skills
  • Ability to manage multiple tasks simultaneously
  • Detail-oriented and organized
  • Previous claims account management or customer service experience
  • Bachelor's degree
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The Company
HQ: New York, NY
4,104 Employees
Year Founded: 1998

What We Do

AmTrust Financial Services, Inc., through its subsidiaries, operates as a multinational property and casualty insurance company. Founded in 1998 to provide workers’ compensation insurance to small businesses in the United States, the company now operates in three segments around the globe: Small Commercial Business Insurance, Specialty Risk and Extended Warranty, and Specialty Middle-Market Property and Casualty Program Insurance.

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