WFA Client Services Manager

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Terrace, TX, USA
In-Office
Insurance
Sedgwick is a leading global provider of technology-enabled risk, benefits and integrated business solutions.
The Role

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

WFA Client Services Manager

PRIMARY PURPOSE: To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

  • Performs client renewal and Client Service Instruction preparation for assigned clients.
  • Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
  • Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
  • Educates the client on loss data - drivers of cost impacting assigned programs.
  • Coordinate project activity.  Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
  • Identifies issues that impact customer satisfaction. Identifies and solicits cross selling opportunities.
  • Coordinates client contracts. 

ADDITIONAL FUNCTIONS and RESPONSIBILITIES

  • Performs other duties as assigned.
  • Supports the organization's quality program(s).
  • Travel as required.

SUPERVISORY RESPONSIBILITIES

  • Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
  • Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
  • Provides support, guidance, leadership and motivation to promote maximum performance.

QUALIFICATIONS

Education & Licensing

Bachelor's degree from an accredited college or university preferred. Colleague to pursue CPCU, AIC and/or ARM or other related designation required.

Experience

Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative OR five (5) years adjuster experience including one (1) year in a supervisory capacity.

Skills & Knowledge

  • Strong understanding in one of the following areas: workers compensation, liability and disability claims management
  • Strong understanding of client location coding parameters, banking methodology, and claims operating systems
  • Excellent oral and written communication, including presentation skills
  • PC literate, including Microsoft Office products
  • Analytical and interpretive skills
  • Strong organizational skills
  • Excellent interpersonal skills
  • Excellent negotiation and facilitation skills
  • Ability to work in a team environment
  • Ability to handle conflict and confront challenging issues in a fast work environment
  • Ability to meet or exceed Performance Competencies

WORK ENVIRONMENT

When applicable and appropriate, consideration will be given to reasonable accommodations.

Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

Physical: Computer keyboarding, travel as required

Auditory/Visual: Hearing, vision and talking

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.

Sedgwick Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Sedgwick and has not been reviewed or approved by Sedgwick.

  • Leave & Time Off Breadth Leave is positioned as a standout part of the package, with generous PTO levels cited (including multi-week starting allotments and higher accrual with tenure). Time-off and flexibility are often framed as meaningful offsets when evaluating the overall rewards mix.
  • Healthcare Strength Healthcare coverage is described as broad, spanning medical, dental, vision, disability/life, and mental-health offerings, with additional wellness and telemedicine-style services. The health suite is frequently characterized as solid, even when not viewed as best-in-class by everyone.
  • Retirement Support Retirement benefits include a 401(k) with employer matching and are grouped with other financial supports like HSA/FSA options. The match is viewed as a helpful baseline benefit, though generally not positioned as unusually rich.

Sedgwick Insights

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The Company
HQ: Memphis, TN
31,000 Employees
Year Founded: 1969

What We Do

From our modest beginnings as a regional claims administrator, Sedgwick has grown into a leading global provider of technology-enabled risk, benefits and integrated business solutions with 31,000+ colleagues, located across 80 countries. Through innovative product development, organic business development and strategic acquisitions, Sedgwick’s offerings continue to evolve beyond claims processing to meet the current and future needs of our clients. Our approach to delivering quality service in areas such as workers’ compensation, liability, property, disability and absence management goes far beyond just managing claims—we aim to simplify the process and reduce complexity, making it easy and effective for everyone involve.

Why Work With Us

We stay tuned into what our colleagues want and need and deliver a world-class colleague experience that demonstrates how much we value their unique contributions to our business. You’ll see and feel what it’s like to work for a company that’s committed to doing the right thing – for those we serve, for our planet and for each other.

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