Client Accounts Manager

Job Description:

• Deliver comprehensive, multi-disciplinary, multi-line customer onboarding experience and oversight, including project coordination across key Lodestar disciplines
• Understand and comply with all excess and unbundled carrier guidelines; ensure timely and appropriate carrier engagement and communication protocols are adhered to in accordance with carrier service agreements
• Execute key program objectives throughout the client engagement; develop and implement short and long-range customer objectives consistent with client business goals and expectations
• Deliver consultative risk management services across all client and program types to solution for non-standard inquiries, including, but not limited to data management, program oversight, and strategic program direction
• Serve as a complete subject matter expert on all Lodestar products and services while maintaining a deep understanding of operational implications of the services provided
• Maintain deep understanding of services sold on each program and implement comprehensive procedures to control and prevent service creep
• In partnership with TPA sales and TPA claims timely identify and develop customer solutions to support renewals and demonstrate Lodestar value proposition throughout the life of the program
• Regularly engage in brand building activity with prospects, customers, brokers, and carriers
• Demonstrate strong ongoing understanding of industry landscape by participating in industry conferences, webinars, and available learning opportunities
• Recommend and develop client education opportunities to show Lodestar value to clients and their brokers
• Drive customer compliance with utilization of Lodestar approved vendor partners by maintaining a strong understanding of the products and services (and their value proposition) offered through Lodestar
• Timely initial and ongoing review of Account Management Database ensuring all data is consistently accurate and current
• Assist assigned customers with interpretation of data analytics specific to the needs of their programs and associated lines of business
• Partner with TPA data analytics team to evolve ongoing client reporting based on the program expectation, marketplace demands, and long-term customer objectives
• Implement customer-specific scorecards to showcase value
• Obtain appropriate industry certifications
• Expand understanding and technical competency utilizing key Lodestar software platforms, including, but not limited to Excel, Power Point, Qlik, Hyperion, Sharepoint, and project management tools
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards, and laws applicable to job responsibilities in the performance of work

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